SCHA icon

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 %
IPW
826
Impact Partnership Wealth
Georgia
$41K +$34.2K +1,650 +503%
ICM
827
Islay Capital Management
Texas
$40.6K – – –
GCM
828
Gables Capital Management
Florida
$39.3K – – –
GWSA
829
Global Wealth Strategies & Associates
Colorado
$39.1K – – –
MRCM
830
M&R Capital Management
New Jersey
$38.6K +$2.73K +132 +8%
SWM
831
Sugarloaf Wealth Management
Georgia
$38.4K – – –
ME
832
McIlrath & Eck
Washington
$34.8K – – –
ITIM
833
Indiana Trust & Investment Management
Indiana
$32.2K +$32.2K +1,554 New
ACA
834
Atlas Capital Advisors
Wyoming
$31.9K +$15.3K +738 +92%
RG
835
Retirement Group
California
$31.7K – – –
NFSG
836
Newbridge Financial Services Group
Florida
$28.6K – – –
HPC
837
HM Payson & Co
Maine
$28.2K +$10.2K +492 +57%
RIA
838
Realta Investment Advisors
Delaware
$26.5K – – –
HF
839
Halpern Financial
Virginia
$25.3K – – –
CSWM
840
Cassady Schiller Wealth Management
Ohio
$25.1K -$4.89K -236 -16%
UIA
841
Ulland Investment Advisors
Minnesota
$25K – – –
POIA
842
Pin Oak Investment Advisors
Texas
$23K – – –
MWM
843
Mascoma Wealth Management
New Hampshire
$22.5K – – –
VWM
844
Venturi Wealth Management
Texas
$22.2K – – –
Barclays
845
Barclays
United Kingdom
$22K – – –
FCA
846
FinTrust Capital Advisors
South Carolina
$22K +$248 +12 +1%
LWA
847
Lowe Wealth Advisors
Maryland
$21.5K – – –
CIM
848
Contravisory Investment Management
Massachusetts
$21.4K +$1.95K +94 +10%
EWA
849
EverSource Wealth Advisors
Alabama
$20K -$11.8K -568 -37%
LFA
850
LGT Financial Advisors
Texas
$19.9K +$83 +4 +0.4%
32 33
34
35 36