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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 %
BFPW
776
BOK Financial Private Wealth
Colorado
$153K -$6.4K -292 -4%
BWA
777
BDO Wealth Advisors
Florida
$150K – – –
FA
778
Fiduciary Alliance
South Carolina
$149K +$149K +6,822 New
OIA
779
Optimum Investment Advisors
Illinois
$148K +$7.88K +360 +6%
NSG
780
Nalls Sherbakoff Group
Tennessee
$148K – – –
KSWA
781
Kathleen S. Wright Associates
Pennsylvania
$147K +$9.59K +438 +7%
NSIM
782
North Star Investment Management
Illinois
$146K – – –
GIP
783
Granite Investment Partners
California
$144K +$77.1K +3,520 +116%
ECM
784
Elgethun Capital Management
South Dakota
$143K +$143K +6,510 New
LWANC
785
Laurel Wealth Advisors (North Carolina)
North Carolina
$139K -$48.6K -2,220 -26%
MA
786
MCF Advisors
Kentucky
$137K +$88 +4 +0.1%
CIAS
787
Capital Investment Advisory Services
North Carolina
$137K -$27.4K -1,250 -17%
FMII
788
Farmers & Merchants Investments Inc
Nebraska
$130K -$10.5K -480 -8%
AP
789
Arlington Partners
Alabama
$122K +$122K +5,584 New
FFA
790
Farther Finance Advisors
California
$121K -$28.2K -1,286 -19%
WWP
791
WR Wealth Planners
Missouri
$121K -$19.8K -904 -14%
FPF
792
First Pacific Financial
Washington
$117K +$117K +5,360 New
FAM
793
Family Asset Management
South Carolina
$117K +$4.56K +208 +4%
SCA
794
Stonebridge Capital Advisors
Minnesota
$116K +$75.2K +3,436 +184%
GT
795
Glenmede Trust
Pennsylvania
$114K – – –
CFGS
796
Concourse Financial Group Securities
Alabama
$114K +$43.5K +1,988 +61%
Bessemer Group
797
Bessemer Group
New Jersey
$111K +$5.36K +244 +5%
RF
798
Robbins Farley
New Hampshire
$111K -$350 -16 -0.3%
GWM
799
Guardian Wealth Management
Illinois
$108K -$76.8K -3,506 -41%
CWA
800
Clearview Wealth Advisors
Oregon
$107K -$482 -22 -0.4%
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