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

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
$449M
2
Osaic Holdings
Osaic Holdings
Arizona
$65M
3
PCIA
Prime Capital Investment Advisors
Kansas
$25.6M
4
AG
Appleton Group
Wisconsin
$598K
5
HP
Hilltop Partners
Indiana
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
726
MCF Advisors
Kentucky
$221K +$91.1K +4,400 +70%
PCM
727
Palouse Capital Management
Washington
$218K -$36.6K -1,768 -14%
RWM
728
RBA Wealth Management
California
$218K +$2.44K +118 +1%
TC
729
Telemus Capital
Michigan
$218K – – –
FNBT
730
FineMark National Bank & Trust
Florida
$218K -$683K -32,968 -76%
NWMG
731
National Wealth Management Group
Ohio
$218K -$787 -38 -0.4%
PAMG
732
Patton Albertson Miller Group
Tennessee
$217K -$11.3K -548 -5%
MWP
733
Madison Wealth Partners
Wisconsin
$217K +$11.6K +560 +6%
WCF
734
West Coast Financial
California
$213K – – –
CRC
735
Curi RMB Capital
Illinois
$213K +$14.3K +692 +7%
PWS
736
Paragon Wealth Strategies
Florida
$210K +$16K +774 +8%
AWM
737
Atticus Wealth Management
Florida
$210K +$787 +38 +0.4%
SFP
738
Sweet Financial Partners
Minnesota
$210K +$6.54K +316 +3%
PFP
739
Pinnacle Financial Partners
Tennessee
$209K +$746 +36 +0.4%
JFG
740
JMG Financial Group
Illinois
$208K – – –
KCM
741
Kathmere Capital Management
Pennsylvania
$208K +$1.74K +84 +0.8%
HF
742
HRT Financial
New York
$206K +$206K +9,954 New
G
743
Gainplan
Michigan
$205K +$4.81K +232 +2%
GB
744
Goepper Burkhardt
South Carolina
$204K – – –
MAG
745
Mayfair Advisory Group
Alabama
$204K +$4.12K +200 +2%
APW
746
Austin Private Wealth
Texas
$204K +$4.18K +202 +2%
AP
747
Adero Partners
California
$204K +$204K +9,834 New
CAG
748
Crestwood Advisors Group
Massachusetts
$203K -$11.8K -572 -6%
SCM
749
Sebold Capital Management
Illinois
$202K +$124 +6 +0.1%
CW
750
CreativeOne Wealth
Kansas
$201K -$98.8K -4,768 -33%
28 29
30
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