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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 %
BTI
776
Blue Trust Inc
Georgia
$101K – – –
Bessemer Group
777
Bessemer Group
New Jersey
$100K -$5.07K -244 -5%
KFI
778
Key Financial Inc
Pennsylvania
$98.2K – – –
HGERS
779
Householder Group Estate & Retirement Specialist
Arizona
$96.7K +$96.7K +4,666 New
GWM
780
Guardian Wealth Management
Illinois
$95.5K -$7.08K -342 -7%
CTC
781
Central Trust Company
Missouri
$95.3K – – –
FCT
782
First Community Trust
Iowa
$95.3K – – –
Citigroup
783
Citigroup
New York
$94.9K +$51.6K +2,492 +119%
AA
784
Ancora Advisors
Ohio
$90.8K +$6.63K +320 +8%
SIC
785
SJS Investment Consulting
Ohio
$87.7K – – –
FAM
786
Family Asset Management
South Carolina
$86.4K -$24.2K -1,168 -22%
SOS
787
Silver Oak Securities
Tennessee
$84.1K -$133K -6,444 -61%
PK
788
Pflug Koory
Nebraska
$83.4K – – –
CTWM
789
Cherry Tree Wealth Management
Minnesota
$83K – – –
S
790
Syntrinsic
Colorado
$82.8K +$82.8K +4,000 New
UB
791
UMB Bank
Missouri
$81.9K – – –
JPWM
792
Jamison Private Wealth Management
Georgia
$81.8K +$81.8K +3,948 New
RDFA
793
Ritter Daniher Financial Advisory
Ohio
$80.5K -$828 -40 -1%
EA
794
Evolution Advisers
Virginia
$80K +$1.57K +76 +2%
AW
795
Avion Wealth
Texas
$76K +$949 +46 +1%
LFA
796
Level Financial Advisors
New York
$74.9K -$41 -2 -0.1%
PB
797
Pinnacle Bancorp
Nebraska
$70.7K +$2.24K +108 +3%
TSW
798
Thompson Siegel & Walmsley
Virginia
$70K – – –
SL
799
Salomon & Ludwin
Virginia
$69.3K +$69.3K +3,344 New
RCA
800
Reitz Capital Advisors
Michigan
$67.5K +$67.5K +3,372 New
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