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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 %
PWP
651
Principle Wealth Partners
Connecticut
$314K +$41 +2 +0%
BFC
652
Bedel Financial Consulting
Indiana
$313K +$994 +48 +0.3%
FCA
653
FLC Capital Advisors
California
$311K – – –
FAG
654
Fortitude Advisory Group
Washington
$310K -$55.6K -2,684 -15%
CWC
655
Carolinas Wealth Consulting
North Carolina
$307K +$12.4K +642 +4%
KPWS
656
Kestra Private Wealth Services
Texas
$306K -$75.3K -3,638 -20%
OAM
657
Oppenheimer Asset Management
New York
$303K +$88.6K +4,276 +41%
GFA
658
Gallagher Fiduciary Advisors
Illinois
$303K -$83 -4 -0%
RWA
659
River Wealth Advisors
Pennsylvania
$303K -$828 -40 -0.3%
PIM
660
Penobscot Investment Management
Massachusetts
$302K – – –
USCWA
661
U.S. Capital Wealth Advisors
Texas
$301K +$31.1K +1,500 +12%
FRA
662
Front Row Advisors
California
$299K -$497 -24 -0.2%
TWM
663
Triton Wealth Management
Arizona
$296K +$164 +8 +0.1%
Betterment LLC
664
Betterment LLC
New York
$290K -$34.5K -1,668 -11%
PWA
665
Physician Wealth Advisors
Utah
$288K +$82 +4 +0%
WIA
666
World Investment Advisors
California
$286K -$6.54K -316 -2%
AA
667
Alesco Advisors
New York
$286K -$22.5K -1,086 -7%
GJIA
668
Glass Jacobson Investment Advisors
Maryland
$284K +$187K +9,052 +195%
ECG
669
Edge Capital Group
Georgia
$283K -$67K -3,236 -19%
MAM
670
Meeder Asset Management
Ohio
$282K -$2.28K -110 -0.8%
IAM
671
Innovis Asset Management
Illinois
$281K +$7.04K +340 +3%
BW
672
Bison Wealth
Georgia
$281K +$166 +8 +0.1%
MFG
673
Merit Financial Group
Georgia
$279K +$279K +13,460 New
BWP
674
BSW Wealth Partners
Colorado
$279K +$414 +20 +0.1%
SFC
675
SYM Financial Corp
Indiana
$277K +$276K +13,344 +37,067%
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