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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
+$62.4M
2
Cerity Partners
Cerity Partners
New York
+$56M
3
SIS
Strategic Investment Solutions
Illinois
+$42.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$35.9M
5
Creative Planning
Creative Planning
Kansas
+$24.2M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
-$39M
2
Osaic Holdings
Osaic Holdings
Arizona
-$19.1M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$11.1M
4
AG
Appleton Group
Wisconsin
-$10.1M
5
HP
Hilltop Partners
Indiana
-$9.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
176
Carolina Wealth Advisors
South Carolina
$4.07M -$421K -20,316 -9%
PWM
177
Provident Wealth Management
Tennessee
$4.02M +$94.4K +4,556 +2%
FIA
178
Foundations Investment Advisors
Arizona
$3.99M +$760K +36,696 +24%
RJA
179
Raymond James & Associates
Florida
$3.97M +$82.3K +3,974 +2%
ECM
180
Exchange Capital Management
Michigan
$3.96M -$146K -7,034 -4%
PFWA
181
Paces Ferry Wealth Advisors
Georgia
$3.95M -$14.5K -698 -0.4%
MCM
182
MAI Capital Management
Ohio
$3.93M -$97K -4,684 -2%
BAMG
183
Brand Asset Management Group
Missouri
$3.91M +$4.14K +200 +0.1%
FCM
184
Fortis Capital Management
Washington
$3.87M +$677K +32,704 +21%
SFA
185
Seneca Financial Advisors
New York
$3.86M +$24K +1,158 +0.6%
TIM
186
Tortoise Investment Management
New York
$3.79M +$169K +8,162 +5%
Royal Bank of Canada
187
Royal Bank of Canada
Ontario, Canada
$3.79M -$1.48M -71,336 -28%
JJBC
188
James J. Burns & Company
New York
$3.69M -$68.6K -3,314 -2%
BA
189
Ballast Advisors
Minnesota
$3.69M -$286K -13,808 -7%
PAI
190
Pittenger & Anderson Inc
Nebraska
$3.66M +$142K +6,840 +4%
NDSI
191
Newman Dignan & Sheerar Inc
Rhode Island
$3.65M -$45.4K -2,194 -1%
FTS
192
Fifth Third Securities
Ohio
$3.59M +$58.8K +2,838 +2%
DI
193
Diligent Investors
California
$3.59M -$130K -6,284 -4%
PP
194
PrairieView Partners
Minnesota
$3.58M -$55.5K -2,680 -2%
ECM
195
Evergreen Capital Management
Washington
$3.56M +$190K +9,188 +6%
B
196
Bensler
Washington
$3.45M -$104K -5,002 -3%
CCM
197
Chilton Capital Management
Texas
$3.43M +$57.7K +2,786 +2%
IA
198
IFP Advisors
Florida
$3.38M -$1.27M -61,230 -27%
NF
199
Nikulski Financial
Iowa
$3.36M +$79.4K +3,836 +2%
CWM
200
Chesapeake Wealth Management
Virginia
$3.29M +$25.5K +1,230 +0.8%
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