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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.

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 %
AP
101
Appleton Partners
Massachusetts
$7.88M +$32.5K +1,570 +0.4%
AFA
102
American Financial Advisors
Georgia
$7.79M -$176K -8,478 -2%
CFMC
103
Curbstone Financial Management Corp
New Hampshire
$7.46M +$60.1K +2,900 +0.8%
SA
104
Scarborough Advisors
Maryland
$7.43M +$954K +46,080 +15%
CAN
105
Cetera Advisor Networks
California
$7.29M +$575K +27,750 +9%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$7.21M -$332K -16,008 -4%
ONB
107
Old National Bancorp
Indiana
$7.21M +$6.69M +323,016 +1,290%
DP
108
Denver PWM
Colorado
$7.11M +$113K +5,532 +2%
PIMG
109
Patriot Investment Management Group
Tennessee
$7.05M -$1.1M -53,144 -14%
LFS
110
Lutz Financial Services
Nebraska
$7.02M -$49.4K -2,384 -0.7%
TC
111
TownSquare Capital
Utah
$6.92M +$1.94M +93,808 +39%
EL
112
Essex LLC
Illinois
$6.88M +$84.7K +4,092 +1%
SIC
113
Salem Investment Counselors
North Carolina
$6.82M -$158K -7,626 -2%
AAIM
114
Asset Advisors Investment Management
Georgia
$6.8M -$819K -39,560 -11%
FCI
115
Financial Counselors Inc
Kansas
$6.77M – – –
KBFS
116
Kohmann Bosshard Financial Services
Ohio
$6.77M -$26K -1,254 -0.4%
MFC
117
Morris Financial Concepts
South Carolina
$6.72M +$67K +3,234 +1%
BWM
118
Brown Wealth Management
Illinois
$6.7M +$1.98M +95,564 +42%
AIM
119
Athena Investment Management
California
$6.57M +$30.8K +1,488 +0.5%
MG
120
Mather Group
Illinois
$6.52M -$173K -8,376 -3%
CMP
121
Courage Miller Partners
Virginia
$6.51M +$341K +16,456 +6%
SLT
122
St Louis Trust
Missouri
$6.44M +$202K +9,758 +3%
SFWC
123
Strategic Family Wealth Counselors
New Jersey
$6.44M +$111K +5,360 +2%
VFIC
124
Valley Forge Investment Consultants
Pennsylvania
$6.42M +$255K +12,308 +4%
WANY
125
Wealthspire Advisors (New York)
New York
$6.33M -$259K -12,530 -4%
3 4
5
6 7