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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.

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
1
Charles Schwab Investment Advisory
California
$3.06B
2
Cerity Partners
2
Cerity Partners
New York
$81.2M
3
SIS
3
Strategic Investment Solutions
Illinois
$43.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$69.4M
5
Creative Planning
5
Creative Planning
Kansas
$101M

Top Sellers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$449M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$65M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$25.6M
4
AG
4
Appleton Group
Wisconsin
$598K
5
HP
5
Hilltop Partners
Indiana
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
51
Moneywise Inc
Virginia
$14.7M -$1.36M -65,776 -8%
JWM
52
Janiczek Wealth Management
Colorado
$14.5M +$133K +6,414 +0.9%
SFP
53
Strategic Financial Planning
Texas
$13.1M +$196K +9,482 +2%
BSB
54
Bangor Savings Bank
Maine
$13M +$9.2K +444 +0.1%
SFG
55
Sage Financial Group
Pennsylvania
$12.9M +$21.4K +1,034 +0.2%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$12.9M +$249K +12,038 +2%
OIA
57
OneDigital Investment Advisors
Kansas
$12.8M -$267K -12,910 -2%
US Bancorp
58
US Bancorp
Minnesota
$12.7M -$305K -12,904 -2%
WA
59
Waterford Advisors
New York
$12.5M +$80.1K +3,870 +0.6%
MML Investors Services
60
MML Investors Services
Massachusetts
$12.3M +$2M +96,550 +19%
BWA
61
Burt Wealth Advisors
Maryland
$12.1M -$118K -5,680 -1%
FFN
62
Focus Financial Network
Minnesota
$12M +$38.2K +1,846 +0.3%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$11.9M +$202K +9,732 +2%
BFG
64
Bouchey Financial Group
New York
$11.7M -$383K -18,516 -3%
RA
65
Riversedge Advisors
Delaware
$11.4M -$86.2K -4,162 -0.7%
CA
66
CoreCap Advisors
Michigan
$11.4M +$687K +33,154 +6%
FNC
67
First National Corp
Massachusetts
$11.4M +$348K +16,784 +3%
IWC
68
Integrated Wealth Concepts
Massachusetts
$11.1M -$2.62M -126,744 -19%
BSW
69
Buckingham Strategic Wealth
Missouri
$10.9M +$1.75M +84,534 +19%
CCA
70
Clearwater Capital Advisors
Illinois
$10.8M -$9.82K -474 -0.1%
NYLIM
71
New York Life Investment Management
New York
$10.7M +$1.57M +75,714 +17%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$10.7M +$228K +10,996 +2%
ACA
73
Ascension Capital Advisors
Texas
$10.5M +$644K +31,102 +7%
JIC
74
Johnson Investment Counsel
Ohio
$10.4M +$1.33M +64,392 +15%
HWA
75
HHM Wealth Advisors
Tennessee
$10.4M -$527K -25,430 -5%
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