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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 %
GWCM
701
Godshalk Welsh Capital Management
Pennsylvania
$240K – – –
CSI
702
Cross Staff Investments
New York
$240K +$41 +2 +0%
CAL
703
Capital Advisors Ltd
Ohio
$240K +$995 +48 +0.4%
CAAS
704
Capital Asset Advisory Services
Michigan
$239K -$907 -44 -0.4%
CIA
705
Capital Investment Advisors
Georgia
$239K +$18K +870 +8%
LNC
706
Lincoln National Corp
Pennsylvania
$238K +$13.4K +648 +6%
BWM
707
BNC Wealth Management
Oregon
$238K – – –
ACMA
708
Arbor Capital Management (Alaska)
Alaska
$238K -$5.82K -294 -2%
TWM
709
Thrive Wealth Management
Pennsylvania
$235K +$16.3K +786 +7%
HWA
710
Heartwood Wealth Advisors
Virginia
$234K – – –
PFM
711
Peak Financial Management
Massachusetts
$233K -$41.4K -2,000 -15%
AWM
712
Axxcess Wealth Management
California
$232K +$232K +11,208 New
PTB
713
Pioneer Trust Bank
Oregon
$232K – – –
KWS
714
Keystone Wealth Services
California
$232K -$2.11K -102 -0.9%
AFA
715
Alpha Financial Advisors
North Carolina
$231K – – –
FC
716
Fusion Capital
South Carolina
$231K -$5.1K -246 -2%
CWM
717
Castle Wealth Management
Florida
$231K -$26.1K -1,260 -10%
AL
718
Aspiriant LLC
California
$230K -$1.16K -56 -0.5%
PFGIA
719
Patriot Financial Group Insurance Agency
Massachusetts
$229K -$45K -2,174 -16%
FWA
720
FSM Wealth Advisors
Ohio
$228K +$228K +11,006 New
AFS
721
Annapolis Financial Services
Maryland
$228K – – –
IC
722
IEQ Capital
California
$227K -$283K -13,644 -55%
SAM
723
Sawgrass Asset Management
Florida
$226K +$2.57K +124 +1%
LF
724
LifeSteps Financial
California
$225K -$5.51K -266 -2%
FPAS
725
Focus Partners Advisor Solutions
Missouri
$224K +$224K +10,828 New
27 28
29
30 31