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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 %
KM
826
Kalos Management
Georgia
$67.5K -$2.72K -124 -4%
PMFA
827
Plante Moran Financial Advisors
Michigan
$67.1K -$9.11K -416 -12%
SIS
828
Sound Income Strategies
Florida
$65.9K +$19.4K +884 +42%
RFA
829
Resurgent Financial Advisors
Georgia
$65.4K +$44 +2 +0.1%
TFP
830
Tilia Fiduciary Partners
North Carolina
$62.6K +$131 +6 +0.2%
RCM
831
Raleigh Capital Management
North Carolina
$61.8K +$219 +10 +0.4%
BC
832
Barrett & Company
Rhode Island
$58.3K – – –
LC
833
Lindbrook Capital
California
$51K – – –
SPIA
834
Steward Partners Investment Advisory
New York
$50.8K -$41K -1,870 -45%
HCP
835
Hexagon Capital Partners
Arkansas
$50K -$307 -14 -0.6%
M
836
MOTCO
Texas
$48.4K – – –
TFGT
837
TS Financial Group (TSFG)
Illinois
$48K +$2.25K +102 +5%
Citigroup
838
Citigroup
New York
$45.7K +$41.3K +1,888 +944%
GBT
839
Grove Bank & Trust
Florida
$45.6K – – –
BCM
840
Blume Capital Management
California
$44.5K – – –
PP
841
PDS Planning
Ohio
$44.4K -$920 -42 -2%
PG
842
Prostatis Group
Maryland
$43.2K +$43.2K +67,544 New
ICM
843
Islay Capital Management
Texas
$42.9K – – –
NC
844
NewSquare Capital
Pennsylvania
$41.7K +$12.5K +570 +43%
GCM
845
Gables Capital Management
Florida
$41.6K -$24.7K -1,128 -37%
GWSA
846
Global Wealth Strategies & Associates
Colorado
$41.4K +$19.5K +888 +89%
SWM
847
Sugarloaf Wealth Management
Georgia
$40.6K – – –
MRCM
848
M&R Capital Management
New Jersey
$38K +$22.3K +1,020 +143%
ME
849
McIlrath & Eck
Washington
$36.8K -$2.32K -106 -6%
2L
850
25 LLC
Missouri
$36.4K +$498 +22 +1%
32 33
34
35 36