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

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.98B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$59.8M
3
TCM
3
Tradewinds Capital Management
Washington
$1.15M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$53.3M
5
AT
5
American Trust
Kentucky
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
726
Sawgrass Asset Management
Florida
$222K – – –
TC
727
Telemus Capital
Michigan
$221K – – –
APW
728
Austin Private Wealth
Texas
$217K -$11K -524 -5%
CPA
729
Cardiff Park Advisors
California
$217K +$587 +28 +0.3%
OAM
730
Oppenheimer Asset Management
New York
$216K +$3.65K +174 +2%
JFG
731
JMG Financial Group
Illinois
$216K – – –
Prudential Financial
732
Prudential Financial
New Jersey
$215K -$10.1K -482 -4%
AT
733
American Trust
Kentucky
$214K -$21.3M -1,017,776 -99%
NWMG
734
National Wealth Management Group
Ohio
$213K -$1.01K -50 -0.5%
EW
735
Evoke Wealth
California
$213K – – –
SQA
736
Simon Quick Advisors
New Jersey
$212K +$212K +10,114 New
MFGM
737
Marshall Financial Group (Maryland)
Maryland
$210K -$13K -620 -6%
PFP
738
Pinnacle Financial Partners
Tennessee
$210K +$713 +34 +0.3%
KLI
739
Kelman-Lazarov Inc
Tennessee
$210K +$210K +9,996 New
KCM
740
Kathmere Capital Management
Pennsylvania
$209K +$209K +9,962 New
GB
741
Goepper Burkhardt
South Carolina
$207K -$3.77K -180 -2%
FG
742
Fiduciary Group
Georgia
$207K -$7.3K -348 -3%
MHB
743
Midwest Heritage Bank
Iowa
$206K -$137K -6,540 -40%
MWP
744
Madison Wealth Partners
Wisconsin
$206K +$206K +9,834 New
CIA
745
Capital Investment Advisors
Georgia
$205K -$64.8K -3,092 -24%
Principal Financial Group
746
Principal Financial Group
Iowa
$205K +$205K +9,780 New
SCM
747
Sebold Capital Management
Illinois
$204K +$204K +9,740 New
G
748
Gainplan
Michigan
$203K -$6.67K -318 -3%
YAL
749
Your Advocates Ltd
Texas
$203K -$4.58M -218,548 -96%
JCM
750
J2 Capital Management
Michigan
$201K +$201K +9,600 New
28 29
30
31 32