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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 %
MTIC
151
Missouri Trust & Investment Company
Missouri
$5.12M +$191K +9,234 +4%
VA
152
Valmark Advisers
Ohio
$5.08M +$34.5K +1,668 +0.7%
FF
153
Friedenthal Financial
New Jersey
$5.06M +$22.9K +1,104 +0.5%
SS
154
Sunbelt Securities
Texas
$5.03M +$530K +25,584 +12%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$4.93M -$237K -11,450 -5%
BWM
156
BCS Wealth Management
Tennessee
$4.87M +$4.87M +234,978 New
SWM
157
Sculati Wealth Management
Michigan
$4.86M +$76.9K +3,714 +2%
NRI
158
NFP Retirement Inc
California
$4.84M -$798K -38,540 -14%
GCP
159
Gill Capital Partners
Colorado
$4.77M +$32.3K +1,558 +0.7%
LA
160
LVW Advisors
New York
$4.63M +$186K +9,000 +4%
GSIS
161
Global Strategic Investment Solutions
Arizona
$4.55M -$139K -6,688 -3%
PS
162
Planned Solutions
California
$4.51M +$206K +9,930 +5%
TYCC
163
Texas Yale Capital Corp
Florida
$4.46M -$352K -17,008 -7%
BBPWM
164
Blue Bell Private Wealth Management
Pennsylvania
$4.44M -$83.8K -4,048 -2%
C
165
CEDRUS
Colorado
$4.39M +$508K +24,548 +13%
KCPG
166
Kavar Capital Partners Group
Kansas
$4.39M +$28.2K +1,364 +0.6%
ULWM
167
Upper Left Wealth Management
Florida
$4.35M +$2.16M +104,096 +98%
EGWAG
168
Elwood & Goetz Wealth Advisory Group
Georgia
$4.31M +$837K +40,404 +24%
FPCP
169
Fort Point Capital Partners
California
$4.29M +$2.09M +101,134 +95%
ATWA
170
Arbor Trust Wealth Advisors
Michigan
$4.29M +$96K +4,636 +2%
MWM
171
Modera Wealth Management
New Jersey
$4.29M -$154K -7,414 -3%
SWA
172
Sutton Wealth Advisors
Florida
$4.26M -$135K -6,522 -3%
JPMorgan Chase & Co
173
JPMorgan Chase & Co
New York
$4.15M +$443K +21,396 +12%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$4.14M -$231K -11,168 -5%
WA
175
WBH Advisory
Maryland
$4.07M +$153K +7,386 +4%
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