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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
$3.17B
2
Empower Advisory Group
Empower Advisory Group
Colorado
$515M
3
Charles Schwab
Charles Schwab
California
$379M
4
Cerity Partners
Cerity Partners
New York
$26.6M
5
AG
Appleton Group
Wisconsin
$11.3M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$65.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$35.4M
4
H
HoyleCohen
California
$10.3M
5
NYLIM
New York Life Investment Management
New York
$9.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
926
Endurance Wealth Management
Rhode Island
$4K – – –
TSWM
927
Tyler-Stone Wealth Management
Ohio
$4K +$4K +200 New
GEA
928
Glen Eagle Advisors
New Jersey
$3.76K +$44 +2 +1%
HCM
929
Hollencrest Capital Management
California
$3.6K – – –
PCA
930
Providence Capital Advisors
North Carolina
$3.5K – – –
CWP
931
Concord Wealth Partners
Virginia
$3.3K – – –
WWM
932
Wolff Wiese Magana
California
$3.15K +$3.15K +144 New
CSB
933
City State Bank
Iowa
$3K – – –
TCA
934
Trifecta Capital Advisors
Illinois
$2.78K – – –
TFM
935
TFC Financial Management
Massachusetts
$2.39K +$44 +2 +2%
AFG
936
Albion Financial Group
Utah
$2.19K – – –
SMA
937
Sage Mountain Advisors
Georgia
$2.1K +$2.1K +96 New
OAJ
938
Ogorek Anthony Joseph
New York
$2K – – –
FMP
939
Financial Management Professionals
Texas
$2K – – –
MSFP
940
Mark Sheptoff Financial Planning
Connecticut
$1.66K – – –
FFA
941
Founders Financial Alliance
North Carolina
$1.43K – – –
BWP
942
Baldwin Wealth Partners
Massachusetts
$1.4K -$46.4K -2,120 -97%
TF
943
Tompkins Financial
New York
$1.14K – – –
OP
944
ORG Partners
Indiana
$883 +$883 +40 New
BCMIO
945
Beacon Capital Management Inc (Ohio)
Ohio
$876 -$14.2K -650 -94%
HI
946
Hoey Investments
Pennsylvania
$876 +$876 +40 New
SFC
947
SYM Financial Corp
Indiana
$788 +$788 +36 New
MIM
948
Macroview Investment Management
Maryland
$637 +$42 +2 +7%
AssetMark Inc
949
AssetMark Inc
California
$613 +$613 +28 New
BF
950
BOK Financial
Oklahoma
$526 -$14.1K -644 -96%
36 37
38
39 40