SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

926 hedge funds and large institutions have $8.11B invested in Schwab U.S Small- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 343 increasing their positions, 383 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
-13
Holders Change %
-1.38%
% of All Funds
14.82%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.01%
New
71
Increased
343
Reduced
383
Closed
64
Calls
$3.07M
Puts
$830K
Net Calls
+$2.24M
Net Calls Change
+$671K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$344M
2
Bank of America
Bank of America
North Carolina
$387M
3
FFN
Focus Financial Network
Minnesota
$12.2M
4
Jane Street
Jane Street
New York
$12.2M
5
Ameriprise
Ameriprise
Minnesota
$51.3M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.98B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$59.8M
3
TCM
Tradewinds Capital Management
Washington
$1.15M
4
HighTower Advisors
HighTower Advisors
Illinois
$53.3M
5
AT
American Trust
Kentucky
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
676
Nottingham Advisors
New York
$265K – – –
Brown Advisory
677
Brown Advisory
Maryland
$264K +$44.4K +2,116 +20%
FCC
678
Flower City Capital
New York
$262K -$587 -28 -0.2%
BW
679
Bison Wealth
Georgia
$261K -$4.81K -238 -2%
FCH
680
Freestone Capital Holdings
Washington
$261K +$18.2K +866 +7%
PFM
681
Peak Financial Management
Massachusetts
$260K +$13.8K +660 +6%
LFG
682
Leverty Financial Group
Wisconsin
$257K +$43.6K +2,082 +20%
BMD
683
Better Money Decisions
New Mexico
$257K -$57.8K -2,758 -18%
USCWA
684
U.S. Capital Wealth Advisors
Texas
$257K -$16.6K -794 -6%
SF
685
Summit Financial
New Jersey
$256K +$1.8K +86 +0.7%
FM
686
Family Management
New York
$256K – – –
BFO
687
Biltmore Family Office
North Carolina
$255K – – –
Betterment LLC
688
Betterment LLC
New York
$254K -$45.9K -2,190 -15%
CCA
689
Column Capital Advisors
Indiana
$254K +$178K +8,506 +237%
MCM
690
Mendel Capital Management
Arkansas
$253K +$253K +12,064 New
JWCA
691
J.W. Cole Advisors
Florida
$253K -$12.9K -614 -5%
ACMA
692
Arbor Capital Management (Alaska)
Alaska
$252K -$172K -8,326 -41%
BFM
693
Broadview Financial Management
Wisconsin
$252K +$797 +38 +0.3%
FC
694
Fusion Capital
South Carolina
$252K -$31K -1,480 -11%
FM
695
Foster & Motley
Ohio
$251K -$34.9K -1,664 -12%
TI
696
Trexquant Investment
Connecticut
$250K +$250K +11,910 New
CSI
697
Cross Staff Investments
New York
$249K +$1.68K +80 +0.7%
BAAM
698
Baker Avenue Asset Management
California
$248K -$676K -32,268 -73%
GWA
699
Geometric Wealth Advisors
District of Columbia
$246K +$13K +638 +6%
RWM
700
RBA Wealth Management
California
$244K +$36.9K +1,760 +18%
26 27
28
29 30