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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 %
GIA
676
Gladstone Institutional Advisory
Florida
$276K +$538 +26 +0.2%
SWA
677
SFMG Wealth Advisors
Texas
$274K +$1.41K +68 +0.5%
JWCA
678
J.W. Cole Advisors
Florida
$274K -$2.61K -126 -0.9%
GCM
679
Glaxis Capital Management
Florida
$269K +$994 +48 +0.4%
SG
680
Somerset Group
Minnesota
$268K -$32.6K -1,572 -11%
SSB
681
Sandy Spring Bank
Maryland
$266K – – –
IAA
682
Independent Advisor Alliance
North Carolina
$265K -$31.5K -1,520 -11%
SWM
683
Sendero Wealth Management
Texas
$265K – – –
LFG
684
Leverty Financial Group
Wisconsin
$265K +$11.3K +546 +4%
CT
685
Clearstead Trust
Maine
$265K – – –
SAG
686
SageView Advisory Group
California
$265K -$33.1K -1,596 -11%
FCH
687
Freestone Capital Holdings
Washington
$264K +$13.3K +642 +5%
FA
688
Fagan Associates
New York
$263K -$580 -28 -0.2%
NA
689
Nottingham Advisors
New York
$262K – – –
YIH
690
Y-Intercept (HK)
Hong Kong
$261K +$261K +12,606 New
HWM
691
Heirloom Wealth Management
Colorado
$260K -$144K -6,944 -36%
PFA
692
Pure Financial Advisors
California
$260K -$18.3K -884 -7%
FM
693
Family Management
New York
$252K – – –
GWA
694
Geometric Wealth Advisors
District of Columbia
$251K +$870 +42 +0.3%
CCA
695
Column Capital Advisors
Indiana
$250K – – –
GWM
696
GSB Wealth Management
Connecticut
$246K -$46.6K -2,248 -16%
BC
697
Bowman & Company
Wisconsin
$245K +$245K +11,838 New
BAAM
698
Baker Avenue Asset Management
California
$245K -$50.8K -2,452 -17%
DBRC
699
D.B. Root & Company
Pennsylvania
$242K -$41.6K -2,008 -15%
FCC
700
Flower City Capital
New York
$241K -$2.4K -116 -1%
26 27
28
29 30