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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 %
AA
951
Addison Advisors
Vermont
$526 -$1.05K -48 -67%
MFG
952
Mendota Financial Group
Wisconsin
$526 +$526 +24 New
BlackRock
953
BlackRock
New York
$394 -$353K -16,122 -100%
CFFP
954
Center for Financial Planning
Michigan
$351 – – –
HS
955
Horan Securities
United States
$350 – – –
MAWCM
956
Mine & Arao Wealth Creation & Management
California
$221 – – –
CP
957
Capital Planning
Washington
– -$7.17M -341,856 Closed
BWM
958
BCS Wealth Management
Tennessee
– -$5.51M -263,020 Closed
LWM
959
Liberty Wealth Management
California
– -$3.61M -166,704 Closed
SFMG
960
Sage Financial Management Group
Virginia
– -$3.25M -155,196 Closed
SCI
961
Stableford Capital II
Arizona
– -$3.06M -151,202 Closed
PWA
962
Providence Wealth Advisors
Illinois
– -$2.95M -141,292 Closed
IDA
963
Intelligence Driven Advisers
California
– -$1.51M -74,066 Closed
RIA
964
Retirement Investment Advisors
Oklahoma
– -$1.58M -66,896 Closed
TSS
965
Two Sigma Securities
New York
– -$1.11M -52,808 Closed
SW
966
SVB Wealth
Massachusetts
– -$1.09M -51,770 Closed
CI
967
CX Institutional
Indiana
– -$1.04M -49,388 Closed
GFP
968
Guardian Financial Partners
California
– -$839K -40,022 Closed
PCWA
969
Pacific Capital Wealth Advisors
California
– -$722K -34,448 Closed
PWM
970
Prosperity Wealth Management
California
– -$581K -27,696 Closed
WWM
971
WT Wealth Management
Arizona
– -$484K -23,070 Closed
OFG
972
OmniStar Financial Group
North Carolina
– -$470K -22,372 Closed
ACP
973
Aveo Capital Partners
Colorado
– -$373K -17,812 Closed
RSWM
974
Robertson Stephens Wealth Management
California
– -$302K -14,408 Closed
VAS
975
Valicenti Advisory Services
New York
– -$295K -14,048 Closed
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