SCHA icon

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 %
KFI
801
Key Financial Inc
Pennsylvania
$104K – – –
GJIA
802
Glass Jacobson Investment Advisors
Maryland
$102K +$102K +4,648 New
CTC
803
Central Trust Company
Missouri
$101K -$180K -8,224 -64%
FCT
804
First Community Trust
Iowa
$101K – – –
BTI
805
Blue Trust Inc
Georgia
$97K -$14.4K -684 -13%
SIC
806
SJS Investment Consulting
Ohio
$92.8K -$5.78K -264 -6%
VC
807
Vestor Capital
Illinois
$91K +$91K +4,160 New
AA
808
Ancora Advisors
Ohio
$89K -$5.04K -230 -5%
PK
809
Pflug Koory
Nebraska
$88.1K – – –
CTWM
810
Cherry Tree Wealth Management
Minnesota
$87.8K +$87.8K +4,008 New
OFG
811
Oxford Financial Group
Indiana
$87.2K -$15.7K -718 -15%
UB
812
UMB Bank
Missouri
$86.6K – – –
RDFA
813
Ritter Daniher Financial Advisory
Ohio
$86K -$46.4K -2,118 -35%
EA
814
Evolution Advisers
Virginia
$83K -$437 -20 -0.5%
HNB
815
Huntington National Bank
Ohio
$80.2K -$52.7K – –
NA
816
NewEdge Advisors
Louisiana
$79.4K +$6.48K +296 +9%
LFA
817
Level Financial Advisors
New York
$79.2K -$2.23K -102 -3%
AW
818
Avion Wealth
Texas
$79K – – –
AT
819
Avalon Trust
New Mexico
$76.1K +$76.1K +3,476 New
IWP
820
IAG Wealth Partners
Wisconsin
$76K +$13.2K +604 +21%
TSW
821
Thompson Siegel & Walmsley
Virginia
$74K – – –
FA
822
Faithward Advisors
Pennsylvania
$73.3K -$1.78K -80 -2%
PB
823
Pinnacle Bancorp
Nebraska
$72.4K +$1.01K +46 +1%
AWA
824
Alaska Wealth Advisors
Alaska
$68.7K – – –
CAM
825
Costello Asset Management
Pennsylvania
$68.5K – – –
31 32
33
34 35