SCHA icon

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.

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

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$65.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$35.4M
4
H
HoyleCohen
California
$10.3M
5
NYLIM
New York Life Investment Management
New York
$9.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
151
TownSquare Capital
Utah
$5.26M +$5.01M +228,748 +2,008%
MTIC
152
Missouri Trust & Investment Company
Missouri
$5.21M +$4.38K +200 +0.1%
SWA
153
Sightline Wealth Advisors
Connecticut
$5.19M +$83.4K +3,980 +2%
CWA
154
Consilium Wealth Advisory
Texas
$5.13M +$237K +10,802 +5%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$5.1M -$108K -5,294 -2%
TYCC
156
Texas Yale Capital Corp
Florida
$5.09M -$1.12M -51,208 -18%
SWM
157
Sculati Wealth Management
Michigan
$5.05M +$56.4K +2,574 +1%
BFG
158
Bleakley Financial Group
New Jersey
$5.01M +$373K +17,038 +8%
GCP
159
Gill Capital Partners
Colorado
$5.01M +$38.3K +1,750 +0.8%
SS
160
Simplicity Solutions
Minnesota
$5M +$372K +17,008 +8%
BWM
161
Brown Wealth Management
Illinois
$4.99M +$4.99M +227,976 New
GSIS
162
Global Strategic Investment Solutions
Arizona
$4.95M -$122K -5,552 -2%
IA
163
IFP Advisors
Florida
$4.92M -$656K -29,946 -12%
AWM
164
Adams Wealth Management
Utah
$4.87M +$395K +18,050 +9%
BBPWM
165
Blue Bell Private Wealth Management
Pennsylvania
$4.78M -$474K -21,638 -9%
SS
166
Sunbelt Securities
Texas
$4.76M +$307K +14,036 +7%
CWA
167
Carolina Wealth Advisors
South Carolina
$4.75M +$49.2K +2,246 +1%
LA
168
LVW Advisors
New York
$4.7M +$436K +19,918 +10%
MWM
169
Modera Wealth Management
New Jersey
$4.69M +$4.69M +214,362 New
MWM
170
Meridian Wealth Management
Kentucky
$4.65M -$27.9K -1,272 -0.6%
SWA
171
Sutton Wealth Advisors
Florida
$4.65M -$74.8K -3,416 -2%
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$4.62M -$1.37M -62,508 -23%
KCPG
173
Kavar Capital Partners Group
Kansas
$4.61M -$899K -41,042 -16%
AFP
174
Ausdal Financial Partners
Iowa
$4.61M -$14.6K -666 -0.3%
PS
175
Planned Solutions
California
$4.55M +$202K +9,238 +5%
5 6
7
8 9