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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 %
GC
126
Garde Capital
Washington
$6.23M -$93.1K -4,496 -1%
HWM
127
HB Wealth Management
Georgia
$6.18M +$55.3K +2,668 +0.9%
ADL
128
Asset Dedication LLC
California
$6.05M -$42.4K -2,050 -0.7%
CPIG
129
Chicago Partners Investment Group
Illinois
$6.04M +$602K +30,982 +11%
SWA
130
Sightline Wealth Advisors
Connecticut
$5.94M +$808K +39,008 +16%
AMG
131
Asset Management Group
Connecticut
$5.92M -$27.2K -1,312 -0.5%
Stifel Financial
132
Stifel Financial
Missouri
$5.92M -$495K -23,926 -8%
BIA
133
Bell Investment Advisors
California
$5.89M +$135K +6,534 +2%
DB
134
Dravo Bay
Delaware
$5.88M +$317K +15,326 +6%
PCG
135
Prosperity Consulting Group
Maryland
$5.86M +$5.86M +283,128 New
CWM
136
Congress Wealth Management
Massachusetts
$5.81M -$1.03M -49,968 -15%
FIBT
137
First International Bank & Trust
North Dakota
$5.73M -$1.03M -49,712 -15%
HFS
138
Horizon Financial Services
North Carolina
$5.68M +$209K +10,094 +4%
BDF
139
Black Diamond Financial
Maryland
$5.66M +$25.2K +1,216 +0.4%
OWM
140
Orgel Wealth Management
Wisconsin
$5.62M +$1.38M +66,426 +32%
CAM
141
Cresset Asset Management
Illinois
$5.59M -$47K -2,270 -0.8%
VC
142
Veery Capital
Delaware
$5.54M +$227K +10,964 +4%
WTC
143
WhitTier Trust Company
Nevada
$5.46M +$828 +40 +0%
MAM
144
Marquette Asset Management
Minnesota
$5.46M -$414K -19,998 -7%
BFG
145
Bleakley Financial Group
New Jersey
$5.41M +$671K +32,422 +14%
SS
146
Simplicity Solutions
Minnesota
$5.4M +$671K +32,420 +14%
PMG
147
ProVise Management Group
Florida
$5.35M -$658K -31,796 -11%
PSP
148
Pacific Sage Partners
Washington
$5.23M -$3.52M -169,882 -40%
CWA
149
Consilium Wealth Advisory
Texas
$5.21M +$354K +17,110 +7%
IAN
150
Integrated Advisors Network
Texas
$5.14M -$250K -12,052 -5%
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