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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 %
GWM
626
Gray Wealth Management
Maine
$347K +$4.52K +218 +1%
M
627
MYeCFO
California
$345K +$141K +6,800 +69%
SWM
628
Stockman Wealth Management
Montana
$345K -$12.4K -600 -3%
MMA
629
Miracle Mile Advisors
California
$344K -$114K -5,512 -25%
IWN
630
Independent Wealth Network
Iowa
$342K +$7.17K +346 +2%
RDIA
631
RE Dickinson Investment Advisors
Iowa
$341K -$30.5K -1,474 -8%
CL
632
Choreo LLC
Illinois
$340K -$1.99K -96 -0.6%
SQA
633
Simon Quick Advisors
New Jersey
$339K +$124K +5,998 +58%
PP
634
Patten & Patten
Tennessee
$338K +$338K +16,310 New
MA
635
MJP Associates
Connecticut
$334K +$1.24K +60 +0.4%
FWS
636
FinDec Wealth Services
California
$334K -$19.9K -960 -6%
SFG
637
Sovereign Financial Group
Connecticut
$332K -$27.3K -1,318 -8%
CB
638
Commerce Bank
Missouri
$331K +$331K +15,984 New
FCP
639
Fidelis Capital Partners
Florida
$325K +$325K +15,714 New
KLI
640
Kelman-Lazarov Inc
Tennessee
$325K -$19.5K -942 -6%
Qube Research & Technologies (QRT)
641
Qube Research & Technologies (QRT)
United Kingdom
$325K +$8.37K +404 +3%
CG
642
Caprock Group
Idaho
$324K +$953 +46 +0.3%
APW
643
Aurora Private Wealth
New Jersey
$324K -$9.65K -466 -3%
CI
644
Cordant Inc
Oregon
$323K -$128K -6,160 -28%
EWP
645
Elevation Wealth Partners
California
$321K -$3.23K -156 -1%
SHA
646
Seneca House Advisors
Virginia
$321K -$2.55M -125,184 -89%
PG
647
Proffitt & Goodson
Tennessee
$320K – – –
KFS
648
Kaizen Financial Strategies
California
$319K -$882K -42,610 -73%
HGWM
649
Horst & Graben Wealth Management
Oregon
$317K -$34.1K -1,646 -10%
FNBOMD
650
First National Bank of Mount Dora
Florida
$315K – – –
24 25
26
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