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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

955 hedge funds and large institutions have $8.45B invested in Schwab U.S Small- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 370 increasing their positions, 379 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+29
Holders Change %
+3.13%
% of All Funds
15.06%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.03%
New
85
Increased
370
Reduced
379
Closed
48
Calls
$3.2M
Puts
$670K
Net Calls
+$2.53M
Net Calls Change
+$283K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$53.4M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$26.8M
3
Charles Schwab
Charles Schwab
California
+$19.8M
4
Cerity Partners
Cerity Partners
New York
+$14.9M
5
AG
Appleton Group
Wisconsin
+$10.7M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$64.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$48.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$27M
4
H
HoyleCohen
California
-$15.5M
5
NYLIM
New York Life Investment Management
New York
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
576
Forefront Analytics
Pennsylvania
$451K +$1.62K +74 +0.4%
WOC
577
West Oak Capital
California
$451K – – –
HI
578
Hendershot Investments
Virginia
$451K +$34.4K +1,572 +8%
PAS
579
Park Avenue Securities
New York
$449K +$449K +20,504 New
CCM
580
Condor Capital Management
New Jersey
$447K -$9.99K -456 -2%
SGI
581
Summit Global Investments
Utah
$445K – – –
Principal Financial Group
582
Principal Financial Group
Iowa
$442K +$228K +10,410 +106%
JC
583
Jentner Corp
Ohio
$439K -$6.13K -280 -1%
AA
584
Aire Advisors
California
$438K -$701 -32 -0.2%
HR
585
Howe & Rusling
New York
$436K -$19.5K -892 -4%
BTWM
586
Baker Tilly Wealth Management
Wisconsin
$431K -$24.7K -1,128 -5%
TIA
587
Tiemann Investment Advisors
California
$430K – – –
HWM
588
Heirloom Wealth Management
Colorado
$427K -$135K -6,184 -24%
MAS
589
Madden Advisory Services
Florida
$422K +$44 +2 +0%
PA
590
Procyon Advisors
Connecticut
$421K +$6.57K +300 +2%
SF
591
Synovus Financial
Georgia
$420K -$657 -30 -0.2%
RIM
592
Rockbridge Investment Management
New York
$420K -$219 -10 -0.1%
ACA
593
Aptus Capital Advisors
Alabama
$419K +$37.8K +1,728 +10%
WWM
594
Western Wealth Management
Colorado
$419K +$2.41K +110 +0.6%
LJAC
595
L.J. Altfest & Co
New York
$417K +$3.07K +140 +0.7%
WW
596
Waterfront Wealth
Kansas
$417K -$8.02K -352 -2%
VVP
597
Venture Visionary Partners
Ohio
$416K -$1.93K -88 -0.5%
FC
598
Forte Capital
New York
$411K +$14.9K +682 +4%
SRC
599
Sage Rhino Capital
California
$411K +$11.6K +530 +3%
GVAG
600
Great Valley Advisor Group
Delaware
$404K +$4.38K +200 +1%
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