SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

926 hedge funds and large institutions have $8.11B invested in Schwab U.S Small- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 343 increasing their positions, 383 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
-13
Holders Change %
-1.38%
% of All Funds
14.82%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.01%
New
71
Increased
343
Reduced
383
Closed
64
Calls
$3.07M
Puts
$830K
Net Calls
+$2.24M
Net Calls Change
+$671K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$344M
2
Bank of America
Bank of America
North Carolina
$387M
3
FFN
Focus Financial Network
Minnesota
$12.2M
4
Jane Street
Jane Street
New York
$12.2M
5
Ameriprise
Ameriprise
Minnesota
$51.3M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.98B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$59.8M
3
TCM
Tradewinds Capital Management
Washington
$1.15M
4
HighTower Advisors
HighTower Advisors
Illinois
$53.3M
5
AT
American Trust
Kentucky
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
151
Friedenthal Financial
New Jersey
$5.11M +$439K +20,948 +9%
SWA
152
Sightline Wealth Advisors
Connecticut
$5.11M +$22.2K +1,058 +0.4%
BIA
153
Bell Investment Advisors
California
$5.1M -$25.5K -1,214 -0.5%
BBPWM
154
Blue Bell Private Wealth Management
Pennsylvania
$5.03M -$86.4K -4,120 -2%
MTIC
155
Missouri Trust & Investment Company
Missouri
$4.98M -$114K -5,456 -2%
VC
156
Veery Capital
Delaware
$4.92M +$636K +30,340 +15%
VA
157
Valmark Advisers
Ohio
$4.86M +$259K +12,362 +6%
GSIS
158
Global Strategic Investment Solutions
Arizona
$4.86M +$3.15K +150 +0.1%
SWM
159
Sculati Wealth Management
Michigan
$4.78M -$15.1K -718 -0.3%
GCP
160
Gill Capital Partners
Colorado
$4.76M +$79.3K +3,782 +2%
CWA
161
Consilium Wealth Advisory
Texas
$4.69M -$545K -26,012 -10%
Royal Bank of Canada
162
Royal Bank of Canada
Ontario, Canada
$4.67M +$87.2K +4,160 +2%
NDSI
163
Newman Dignan & Sheerar Inc
Rhode Island
$4.57M +$154K +7,344 +3%
SWA
164
Sutton Wealth Advisors
Florida
$4.52M -$114K -5,422 -2%
CWA
165
Carolina Wealth Advisors
South Carolina
$4.5M -$85.2K -4,062 -2%
MWM
166
Meridian Wealth Management
Kentucky
$4.48M +$57.1K +2,722 +1%
BFG
167
Bleakley Financial Group
New Jersey
$4.44M +$402K +19,156 +10%
SS
168
Simplicity Solutions
Minnesota
$4.43M +$4.43M +211,512 New
AFP
169
Ausdal Financial Partners
Iowa
$4.42M -$152K -7,236 -3%
SFA
170
Seneca Financial Advisors
New York
$4.35M -$548K -26,124 -11%
AWM
171
Adams Wealth Management
Utah
$4.28M +$1.39M +66,412 +48%
ECM
172
Exchange Capital Management
Michigan
$4.28M -$94.4K -4,504 -2%
MCM
173
MAI Capital Management
Ohio
$4.22M -$690K -32,898 -14%
ATWA
174
Arbor Trust Wealth Advisors
Michigan
$4.18M -$59.4K -2,832 -1%
C
175
CEDRUS
Colorado
$4.18M +$626K +29,850 +18%
5 6
7
8 9