SCHA icon

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
1
Charles Schwab Investment Advisory
California
$3.06B
2
Cerity Partners
2
Cerity Partners
New York
$81.2M
3
SIS
3
Strategic Investment Solutions
Illinois
$43.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$69.4M
5
Creative Planning
5
Creative Planning
Kansas
$101M

Top Sellers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$449M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$65M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$25.6M
4
AG
4
Appleton Group
Wisconsin
$598K
5
HP
5
Hilltop Partners
Indiana
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
LEFP
976
Leading Edge Financial Planning
Tennessee
– -$202K -9,206 Closed
RIS
977
Retirement Income Solutions
Michigan
– -$201K -9,196 Closed
BWA
978
Bordeaux Wealth Advisors
California
– -$201K -9,186 Closed
CWA
979
Continuum Wealth Advisors
New York
– -$201K -9,176 Closed
APA
980
Astoria Portfolio Advisors
New York
– -$202K -8,924 Closed
BAM
981
Bosun Asset Management
Illinois
– -$175K -8,000 Closed
FA
982
Fiduciary Alliance
South Carolina
– -$149K -6,822 Closed
AP
983
Arlington Partners
Alabama
– -$122K -5,584 Closed
CWA
984
Clearview Wealth Advisors
Oregon
– -$107K -4,886 Closed
OFG
985
Oxford Financial Group
Indiana
– -$87.2K -3,982 Closed
AT
986
Avalon Trust
New Mexico
– -$76.1K -3,476 Closed
KM
987
Kalos Management
Georgia
– -$67.5K -3,084 Closed
TFP
988
Tilia Fiduciary Partners
North Carolina
– -$62.6K -2,858 Closed
2L
989
25 LLC
Missouri
– -$36.4K -1,606 Closed
GGI
990
Godsey & Gibb Inc
Virginia
– -$34.6K -1,582 Closed
RI
991
Ridgewood Investments
New Jersey
– -$32.8K -1,496 Closed
GTAM
992
Global Trust Asset Management
Florida
– -$15.3K -700 Closed
Simplex Trading
993
Simplex Trading
Illinois
– -$11K -534 Closed
VF
994
VitalStone Financial
Texas
– -$11K -524 Closed
IF
995
Integrity Financial
Wyoming
– -$10.2K -468 Closed
NRC
996
New Republic Capital
North Carolina
– -$6.09K -278 Closed
WAM
997
Worth Asset Management
Texas
– -$4.34K -198 Closed
WWM
998
Wolff Wiese Magana
California
– -$3.15K -144 Closed
OP
999
ORG Partners
Indiana
– -$883 -40 Closed
HS
1000
Horan Securities
United States
– -$350 -16 Closed
37 38 39
40
41