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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.

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
1
Charles Schwab Investment Advisory
California
$3.17B
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$515M
3
Charles Schwab
3
Charles Schwab
California
$379M
4
Cerity Partners
4
Cerity Partners
New York
$26.6M
5
AG
5
Appleton Group
Wisconsin
$11.3M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$65.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$35.4M
4
H
4
HoyleCohen
California
$10.3M
5
NYLIM
5
New York Life Investment Management
New York
$9.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
101
Appleton Partners
Massachusetts
$8.3M +$17K +776 +0.2%
BFG
102
Berger Financial Group
Minnesota
$8.16M +$557K +25,452 +7%
MTC
103
Matrix Trust Company
Colorado
$8.11M +$72K +3,288 +0.9%
AAIM
104
Asset Advisors Investment Management
Georgia
$8.06M -$625K -28,550 -7%
AF
105
Advisornet Financial
Minnesota
$8.04M +$755K +34,496 +10%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$7.97M +$318K +14,508 +4%
IAS
107
IMA Advisory Services
Colorado
$7.96M +$90.1K +4,114 +1%
CFMC
108
Curbstone Financial Management Corp
New Hampshire
$7.82M -$57.8K -2,640 -0.7%
LFS
109
Lutz Financial Services
Nebraska
$7.48M -$77.3K -3,528 -1%
DP
110
Denver PWM
Colorado
$7.47M +$83.7K +3,842 +1%
SIC
111
Salem Investment Counselors
North Carolina
$7.38M -$334K -15,268 -4%
CWM
112
Congress Wealth Management
Massachusetts
$7.24M -$200K -9,118 -3%
KBFS
113
Kohmann Bosshard Financial Services
Ohio
$7.18M -$132K -6,020 -2%
EL
114
Essex LLC
Illinois
$7.18M +$82.6K +3,772 +1%
FCI
115
Financial Counselors Inc
Kansas
$7.16M +$5.69K +260 +0.1%
FIBT
116
First International Bank & Trust
North Dakota
$7.15M +$526K +24,030 +8%
CAN
117
Cetera Advisor Networks
California
$7.1M +$1M +45,848 +16%
MG
118
Mather Group
Illinois
$7.08M -$33.2K -1,518 -0.5%
MFC
119
Morris Financial Concepts
South Carolina
$7.04M +$41K +1,872 +0.6%
WANY
120
Wealthspire Advisors (New York)
New York
$6.97M -$232K -10,572 -3%
AIM
121
Athena Investment Management
California
$6.92M +$61.8K +2,822 +0.9%
SA
122
Scarborough Advisors
Maryland
$6.85M +$91.6K +4,182 +1%
RGF
123
Retirement Guys Formula
Ohio
$6.8M +$6.8M +310,608 New
Stifel Financial
124
Stifel Financial
Missouri
$6.79M +$2.69M +122,892 +66%
SFWC
125
Strategic Family Wealth Counselors
New Jersey
$6.69M +$21.9K +1,000 +0.3%
3 4
5
6 7