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
1
Charles Schwab Investment Advisory
California
$3.06B
2
Cerity Partners
2
Cerity Partners
New York
$81.2M
3
SIS
3
Strategic Investment Solutions
Illinois
$43.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$69.4M
5
Creative Planning
5
Creative Planning
Kansas
$101M

Top Sellers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$449M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$65M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$25.6M
4
AG
4
Appleton Group
Wisconsin
$598K
5
HP
5
Hilltop Partners
Indiana
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWA
901
Moss Adams Wealth Advisors
Washington
$4.49K +$4.49K +216 New
GWSG
902
GPS Wealth Strategies Group
Colorado
$4.47K – – –
PPC
903
Park Place Capital
Alabama
$4.39K +$4.39K +212 New
CT
904
Cambridge Trust
Massachusetts
$4.31K +$4.31K +208 New
FP
905
Financial Perspectives
Minnesota
$4.06K – – –
TSWM
906
Tyler-Stone Wealth Management
Ohio
$4K – – –
CG
907
Cutler Group
California
$4K +$4K +200 New
DAM
908
Delta Asset Management
Tennessee
$3.89K – – –
AA
909
Atmos Advisory
Pennsylvania
$3.65K -$994 -48 -21%
GEA
910
Glen Eagle Advisors
New Jersey
$3.56K – – –
HCM
911
Hollencrest Capital Management
California
$3.41K – – –
PCA
912
Providence Capital Advisors
North Carolina
$3.31K – – –
CWP
913
Concord Wealth Partners
Virginia
$3.14K +$41 +2 +1%
CAS
914
Coppell Advisory Solutions
Texas
$3.12K -$20.3K -1,000 -87%
CSB
915
City State Bank
Iowa
$3K – – –
TCA
916
Trifecta Capital Advisors
Illinois
$2.63K – – –
HI
917
Hoey Investments
Pennsylvania
$2.49K +$1.66K +80 +200%
MIM
918
Macroview Investment Management
Maryland
$2.47K +$1.85K +90 +300%
RP
919
Rice Partnership
Hawaii
$2.3K +$2.3K +112 New
TFM
920
TFC Financial Management
Massachusetts
$2.27K – – –
AFG
921
Albion Financial Group
Utah
$2.07K – – –
FMP
922
Financial Management Professionals
Texas
$2K – – –
SMA
923
Sage Mountain Advisors
Georgia
$1.99K – – –
MSFP
924
Mark Sheptoff Financial Planning
Connecticut
$1.57K – – –
BWP
925
Baldwin Wealth Partners
Massachusetts
$1.33K – – –
35 36
37
38 39