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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 %
VF
726
Vawter Financial
Ohio
$239K – – –
LNC
727
Lincoln National Corp
Pennsylvania
$238K +$238K +10,864 New
RIA
728
Regal Investment Advisors
Michigan
$238K +$238K +10,852 New
NWMG
729
National Wealth Management Group
Ohio
$237K -$270 -12 -0.1%
SAM
730
Sawgrass Asset Management
Florida
$236K +$4.16K +190 +2%
MLA
731
My Legacy Advisors
Oregon
$236K -$316K -13,960 -57%
CIA
732
Capital Investment Advisors
Georgia
$234K +$19K +868 +9%
TWM
733
Thrive Wealth Management
Pennsylvania
$232K -$774K -35,354 -77%
TC
734
Telemus Capital
Michigan
$230K – – –
SOS
735
Silver Oak Securities
Tennessee
$230K +$230K +10,504 New
RWM
736
RBA Wealth Management
California
$228K -$27.2K -1,240 -11%
KeyBank National Association
737
KeyBank National Association
Ohio
$228K -$8.1K -370 -3%
CAG
738
Crestwood Advisors Group
Massachusetts
$228K -$8.85K -404 -4%
SQA
739
Simon Quick Advisors
New Jersey
$227K +$5.74K +262 +3%
CPA
740
Cardiff Park Advisors
California
$227K +$701 +32 +0.3%
OAM
741
Oppenheimer Asset Management
New York
$227K +$1.01K +46 +0.4%
WCF
742
West Coast Financial
California
$226K +$226K +10,300 New
BIG
743
Builder Investment Group
Georgia
$225K -$20.3K -928 -8%
AWM
744
Atticus Wealth Management
Florida
$221K -$167K -7,640 -43%
JFG
745
JMG Financial Group
Illinois
$220K -$5.52K -252 -2%
CAI
746
Capital Advisors Inc
Oklahoma
$220K +$220K +10,042 New
PFP
747
Pinnacle Financial Partners
Tennessee
$220K +$788 +36 +0.4%
KCM
748
Kathmere Capital Management
Pennsylvania
$218K -$350 -16 -0.2%
MWP
749
Madison Wealth Partners
Wisconsin
$217K +$1.58K +72 +0.7%
M
750
MYeCFO
California
$216K -$21.9K -1,000 -9%
28 29
30
31 32