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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 %
PEA
976
Park Edge Advisors
Ohio
– -$267K -12,716 Closed
BFO
977
Biltmore Family Office
North Carolina
– -$255K -12,148 Closed
BFM
978
Broadview Financial Management
Wisconsin
– -$252K -12,006 Closed
TI
979
Trexquant Investment
Connecticut
– -$250K -11,910 Closed
BIM
980
Baldwin Investment Management
Pennsylvania
– -$243K -11,582 Closed
GBWM
981
Granite Bay Wealth Management
New Hampshire
– -$239K -11,412 Closed
WA
982
Wambolt & Associates
Colorado
– -$227K -10,834 Closed
MFGM
983
Marshall Financial Group (Maryland)
Maryland
– -$210K -10,034 Closed
MHB
984
Midwest Heritage Bank
Iowa
– -$206K -9,848 Closed
BAM
985
Belpointe Asset Management
Nevada
– -$105K -5,028 Closed
TWA
986
TCI Wealth Advisors
Arizona
– -$85.7K -4,088 Closed
NECFA
987
New England Capital Financial Advisors
Connecticut
– -$62.8K -2,996 Closed
TCWA
988
Ten Capital Wealth Advisors
Washington
– -$42.4K -2,022 Closed
MFA
989
Morling Financial Advisors
California
– -$36.1K -1,724 Closed
GFWA
990
Grey Fox Wealth Advisors
Delaware
– -$30.8K -1,468 Closed
SC
991
SouthState Corp
Florida
– -$25.2K -1,200 Closed
CG
992
Cutler Group
California
– -$20K -1,000 Closed
MHR
993
Matthew Hamilton Rosenberg
– -$20.4K -972 Closed
SC
994
Slow Capital
California
– -$14K -668 Closed
AWM
995
Accel Wealth Management
Iowa
– -$13.9K -664 Closed
IHWM
996
Iron Horse Wealth Management
Iowa
– -$10.1K -484 Closed
M1FG
997
Mach-1 Financial Group
Arkansas
– -$8.39M -400 Closed
GA
998
GoalVest Advisory
New York
– -$4.29K -204 Closed
FA
999
Fortis Advisors
Pennsylvania
– -$3.09K -148 Closed
FMB
1000
Field & Main Bank
Kentucky
– -$2.6K -124 Closed
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