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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 %
BFC
651
Bedel Financial Consulting
Indiana
$330K +$8.54K +390 +3%
FCA
652
FLC Capital Advisors
California
$329K +$77.7K +3,548 +31%
TWM
653
Triton Wealth Management
Arizona
$327K +$861 +38 +0.3%
AA
654
Alesco Advisors
New York
$327K +$26.9K +1,230 +9%
AFO
655
Arrowroot Family Office
California
$323K +$323K +14,760 New
RWA
656
River Wealth Advisors
Pennsylvania
$321K +$32.4K +1,480 +11%
GFA
657
Gallagher Fiduciary Advisors
Illinois
$320K -$23.1K -1,056 -7%
PIM
658
Penobscot Investment Management
Massachusetts
$319K -$2.63K -120 -0.8%
SG
659
Somerset Group
Minnesota
$318K +$1.75K +80 +0.6%
CW
660
CreativeOne Wealth
Kansas
$317K -$22.9K -1,044 -7%
FRA
661
Front Row Advisors
California
$317K -$12.1K -550 -4%
SAG
662
SageView Advisory Group
California
$315K +$315K +14,370 New
IAA
663
Independent Advisor Alliance
North Carolina
$314K -$110K -5,010 -26%
BAAM
664
Baker Avenue Asset Management
California
$313K +$53.7K +2,452 +21%
PWA
665
Physician Wealth Advisors
Utah
$312K +$18.9K +860 +6%
WIA
666
World Investment Advisors
California
$310K -$189K -8,634 -38%
GWM
667
GSB Wealth Management
Connecticut
$309K -$2.01M -91,756 -87%
SFS
668
Strategic Financial Services
New York
$304K – – –
PL
669
Plancorp LLC
Missouri
$302K +$44 +2 +0%
MAM
670
Meeder Asset Management
Ohio
$301K +$19.9K +908 +7%
DBRC
671
D.B. Root & Company
Pennsylvania
$300K -$43.1K -1,970 -13%
BW
672
Bison Wealth
Georgia
$297K +$14.3K +652 +5%
PFA
673
Pure Financial Advisors
California
$294K -$2.89K -132 -1%
BWP
674
BSW Wealth Partners
Colorado
$294K -$20.8K -948 -7%
JWCA
675
J.W. Cole Advisors
Florida
$293K +$28.8K +1,316 +11%
25 26
27
28 29