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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 %
GWANC
601
Guardian Wealth Advisors (North Carolina)
North Carolina
$377K +$1.12K +54 +0.3%
PD
602
Planning Directions
Pennsylvania
$376K +$1.08K +52 +0.3%
GVAG
603
Great Valley Advisor Group
Delaware
$375K -$6.7K -324 -2%
SMA
604
Seven Mile Advisory
New Jersey
$373K – – –
JWM
605
Jeppson Wealth Management
California
$370K -$1.08K -52 -0.3%
WSTAM
606
Wilbanks Smith & Thomas Asset Management
Virginia
$370K +$3.98K +192 +1%
EK
607
Evensky & Katz
Florida
$370K -$5.17K -250 -1%
RPA
608
Rock Point Advisors
Vermont
$367K -$1.04K -50 -0.3%
EAM
609
Evanson Asset Management
California
$366K +$3.02K +146 +0.8%
CWM
610
Cabot Wealth Management
Massachusetts
$364K +$2.7K +130 +0.7%
TA
611
Trellis Advisors
Washington
$364K +$16.1K +778 +5%
PFBT
612
Parkside Financial Bank & Trust
Missouri
$363K +$290 +14 +0.1%
RIM
613
Rockbridge Investment Management
New York
$363K -$34K -1,640 -9%
HIC
614
Holderness Investments Company
North Carolina
$361K +$39.4K +1,904 +12%
TWA
615
Trellis Wealth Advisors
California
$361K – – –
JCM
616
Jacobsen Capital Management
Utah
$361K -$1.08K -52 -0.3%
PHIC
617
Pine Haven Investment Counsel
Massachusetts
$359K -$6.21K -300 -2%
FLPIM
618
F.L. Putnam Investment Management
Massachusetts
$359K -$138K -6,676 -28%
WF
619
Warner Financial
Maryland
$358K +$39K +1,880 +12%
HT
620
Heritage Trust
Oklahoma
$356K – – –
CAM
621
Carret Asset Management
New York
$353K +$18.6K +900 +6%
HTC
622
Haverford Trust Company
Pennsylvania
$352K – – –
MA
623
Modus Advisors
Minnesota
$350K +$249 +12 +0.1%
PA
624
Planning Alternatives
Michigan
$349K +$7.25K +350 +2%
WW
625
Waterfront Wealth
Kansas
$348K -$8.14K -418 -2%
23 24
25
26 27