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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 %
CCA
701
Column Capital Advisors
Indiana
$265K – – –
CAAS
702
Capital Asset Advisory Services
Michigan
$261K +$135 +6 +0.1%
CIS
703
Continental Investors Services
Washington
$261K +$261K +11,614 New
FM
704
Foster & Motley
Ohio
$259K -$2.93K -134 -1%
FCC
705
Flower City Capital
New York
$258K -$15.6K -710 -6%
Brown Advisory
706
Brown Advisory
Maryland
$254K -$21.1K -962 -8%
GWCM
707
Godshalk Welsh Capital Management
Pennsylvania
$254K – – –
CSI
708
Cross Staff Investments
New York
$254K -$5.69K -260 -2%
Qube Research & Technologies (QRT)
709
Qube Research & Technologies (QRT)
United Kingdom
$254K +$254K +15,294 New
CAL
710
Capital Advisors Ltd
Ohio
$252K – – –
AWM
711
Accurate Wealth Management
Florida
$252K -$41.8K -1,864 -14%
BWM
712
BNC Wealth Management
Oregon
$252K -$28.2K -1,286 -10%
CP
713
Camelot Portfolios
Ohio
$251K +$251K +11,450 New
FC
714
Fusion Capital
South Carolina
$249K -$13.4K -612 -5%
EW
715
Evoke Wealth
California
$248K +$25.4K +1,162 +11%
KWS
716
Keystone Wealth Services
California
$247K -$569 -26 -0.2%
Prudential Financial
717
Prudential Financial
New Jersey
$247K +$22.3K +1,020 +10%
HWA
718
Heartwood Wealth Advisors
Virginia
$247K – – –
PTB
719
Pioneer Trust Bank
Oregon
$245K – – –
AFA
720
Alpha Financial Advisors
North Carolina
$244K -$1.58K -72 -0.6%
AL
721
Aspiriant LLC
California
$244K -$5.83K -266 -2%
LF
722
LifeSteps Financial
California
$244K +$44 +2 +0%
PAMG
723
Patton Albertson Miller Group
Tennessee
$241K -$69.6K -3,178 -22%
Renaissance Technologies
724
Renaissance Technologies
New York
$241K +$241K +11,000 New
AFS
725
Annapolis Financial Services
Maryland
$241K -$11.3K -514 -4%
27 28
29
30 31