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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

940 hedge funds and large institutions have $8.11B invested in Schwab U.S Small- Cap ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 398 increasing their positions, 345 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
940
Holders Change
-15
Holders Change %
-1.57%
% of All Funds
14.99%
Holding in Top 10
60
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.69%
% of All Funds
0.96%
New
57
Increased
398
Reduced
345
Closed
60
Calls
$2.08M
Puts
$298K
Net Calls
+$1.78M
Net Calls Change
-$747K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$62.4M
2
Cerity Partners
Cerity Partners
New York
+$56M
3
SIS
Strategic Investment Solutions
Illinois
+$42.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$35.9M
5
Creative Planning
Creative Planning
Kansas
+$24.2M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
-$39M
2
Osaic Holdings
Osaic Holdings
Arizona
-$19.1M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$11.1M
4
AG
Appleton Group
Wisconsin
-$10.1M
5
HP
Hilltop Partners
Indiana
-$9.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
576
Selective Wealth Management
Virginia
$430K -$40K -1,990 -9%
CA
577
Capital Advantage
California
$430K -$15K -722 -3%
SGI
578
Summit Global Investments
Utah
$429K +$8.45K +408 +2%
FA
579
Forefront Analytics
Pennsylvania
$429K +$1.57K +76 +0.4%
SF
580
Summit Financial
New Jersey
$427K – – –
TAM
581
Townsend Asset Management
North Carolina
$424K -$9.65K -466 -2%
AA
582
Aire Advisors
California
$414K – – –
JC
583
Jentner Corp
Ohio
$412K -$2.65K -128 -0.6%
ACA
584
Aptus Capital Advisors
Alabama
$410K +$13.9K +670 +3%
TIA
585
Tiemann Investment Advisors
California
$406K – – –
LJAC
586
L.J. Altfest & Co
New York
$406K +$11.7K +566 +3%
LIA
587
LBMC Investment Advisors
Tennessee
$406K -$15.4K -770 -4%
PA
588
Procyon Advisors
Connecticut
$405K +$7K +338 +2%
SPA
589
Sentinel Pension Advisors
Massachusetts
$404K +$44K +2,124 +12%
FWI
590
Facet Wealth Inc
Maryland
$402K -$5.93K -306 -1%
FC
591
Forte Capital
New York
$397K +$8.12K +392 +2%
BW
592
BIP Wealth
Georgia
$396K -$54.2K -2,616 -12%
SF
593
Synovus Financial
Georgia
$394K -$3.94K -190 -1%
HFP
594
Holistic Financial Partners
Indiana
$389K -$497K -24,022 -56%
SRC
595
Sage Rhino Capital
California
$389K – – –
TP
596
Tranquility Partners
Tennessee
$389K +$7.62K +368 +2%
VVP
597
Venture Visionary Partners
Ohio
$387K -$7.21K -348 -2%
RIA
598
Regal Investment Advisors
Michigan
$379K +$154K +7,458 +69%
APG
599
Abacus Planning Group
South Carolina
$379K -$331 -16 -0.1%
AFO
600
Arrowroot Family Office
California
$378K +$71.9K +3,472 +24%
22 23
24
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