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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

926 hedge funds and large institutions have $8.11B invested in Schwab U.S Small- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 343 increasing their positions, 383 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
-13
Holders Change %
-1.38%
% of All Funds
14.82%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.01%
New
71
Increased
343
Reduced
383
Closed
64
Calls
$3.07M
Puts
$830K
Net Calls
+$2.24M
Net Calls Change
+$671K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$344M
2
Bank of America
Bank of America
North Carolina
$387M
3
FFN
Focus Financial Network
Minnesota
$12.2M
4
Jane Street
Jane Street
New York
$12.2M
5
Ameriprise
Ameriprise
Minnesota
$51.3M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.98B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$59.8M
3
TCM
Tradewinds Capital Management
Washington
$1.15M
4
HighTower Advisors
HighTower Advisors
Illinois
$53.3M
5
AT
American Trust
Kentucky
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
926
International Assets Investment Management
Florida
– -$2.94M -103,422 Closed
TDWM
927
Topel & Distasi Wealth Management
California
– -$1.58M -78,136 Closed
SG
928
StoneX Group
New York
– -$1.03M -50,798 Closed
BWM
929
Boyd Wealth Management
California
– -$1M -49,518 Closed
FPCG
930
Fort Pitt Capital Group
Pennsylvania
– -$973K -48,018 Closed
RA
931
RiverTree Advisors
Florida
– -$20.1K -40,238 Closed
MFG
932
Merit Financial Group
Georgia
– -$777K -38,370 Closed
LGWM
933
Litman Gregory Wealth Management
California
– -$741K -36,580 Closed
WIM
934
WealthPlan Investment Management
Nebraska
– -$795K -35,304 Closed
MWA
935
Martel Wealth Advisors
Washington
– -$622K -30,694 Closed
RDWM
936
Red Door Wealth Management
Tennessee
– -$613K -30,278 Closed
CWA
937
Continuum Wealth Advisors
New York
– -$574K -28,348 Closed
MCCA
938
Mill Creek Capital Advisors
Pennsylvania
– -$504K -24,904 Closed
LPT
939
Legacy Private Trust
Wisconsin
– -$458K -22,600 Closed
JPG
940
Jordan Park Group
California
– -$440K -21,720 Closed
CCM
941
Crew Capital Management
Ohio
– -$358K -17,698 Closed
HHRDM
942
H&H Retirement Design & Management
Nevada
– -$377K -17,366 Closed
PAS
943
Park Avenue Securities
New York
– -$316K -15,602 Closed
CA
944
Calton & Associates
Florida
– -$302K -14,886 Closed
SAG
945
SageView Advisory Group
California
– -$293K -14,482 Closed
VHAM
946
Van Hulzen Asset Management
California
– -$265K -13,068 Closed
APA
947
Astoria Portfolio Advisors
New York
– -$265K -12,290 Closed
MAG
948
Mayfair Advisory Group
Alabama
– -$244K -11,748 Closed
BCM
949
Brookstone Capital Management
Illinois
– -$234K -11,318 Closed
GLA
950
Great Lakes Advisors
Illinois
– -$226K -11,156 Closed
36 37
38
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