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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 %
AWA
951
Arete Wealth Advisors
Illinois
– -$767K -35,026 Closed
WAM
952
WNY Asset Management
New York
– -$747K -34,120 Closed
AIM
953
Avity Investment Management
Connecticut
– -$668K -30,480 Closed
SIMG
954
Sonora Investment Management Group
Arizona
– -$375K -17,122 Closed
BCM
955
Brookstone Capital Management
Illinois
– -$357K -16,430 Closed
SFS
956
Strategic Financial Services
New York
– -$304K -13,620 Closed
FA
957
FDx Advisors
Illinois
– -$287K -13,110 Closed
MSAM
958
Moloney Securities Asset Management
Missouri
– -$282K -12,886 Closed
WCA
959
Waypoint Capital Advisors
Minnesota
– -$276K -12,614 Closed
BMD
960
Better Money Decisions
New Mexico
– -$268K -12,254 Closed
FM
961
Foster & Motley
Ohio
– -$259K -11,830 Closed
CIS
962
Continental Investors Services
Washington
– -$261K -11,614 Closed
Brown Advisory
963
Brown Advisory
Maryland
– -$254K -11,612 Closed
CP
964
Camelot Portfolios
Ohio
– -$251K -11,450 Closed
AWM
965
Accurate Wealth Management
Florida
– -$252K -11,222 Closed
VF
966
Vawter Financial
Ohio
– -$239K -10,912 Closed
MLA
967
My Legacy Advisors
Oregon
– -$236K -10,410 Closed
KeyBank National Association
968
KeyBank National Association
Ohio
– -$228K -10,402 Closed
BIG
969
Builder Investment Group
Georgia
– -$225K -10,284 Closed
CAI
970
Capital Advisors Inc
Oklahoma
– -$220K -10,042 Closed
JCM
971
J2 Capital Management
Michigan
– -$210K -9,600 Closed
SCM
972
Stordahl Capital Management
Colorado
– -$208K -9,478 Closed
SFG
973
StrategIQ Financial Group
Indiana
– -$207K -9,472 Closed
WI
974
Wedgewood Investors
Pennsylvania
– -$207K -9,452 Closed
AT
975
American Trust
Kentucky
– -$204K -9,324 Closed
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