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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 %
VNA
201
Valley National Advisers
Pennsylvania
$3.51M -$416K -20,008 -11%
RRC
202
Relaxing Retirement Coach
Massachusetts
$3.5M -$35.6K -1,700 -1%
PAI
203
Pittenger & Anderson Inc
Nebraska
$3.49M -$198K -9,424 -5%
CB
204
Community Bank
New York
$3.47M -$121K -5,776 -3%
CCM
205
Chilton Capital Management
Texas
$3.42M -$33.5K -1,598 -1%
FCM
206
Fortis Capital Management
Washington
$3.41M +$145K +6,922 +4%
FTS
207
Fifth Third Securities
Ohio
$3.39M -$17K -812 -0.5%
LPIC
208
LeJeune Puetz Investment Counsel
Michigan
$3.3M +$8.51K +406 +0.3%
CWM
209
Chesapeake Wealth Management
Virginia
$3.28M +$52.7K +2,516 +2%
MWM
210
Mission Wealth Management
California
$3.27M -$294K -14,018 -8%
ECM
211
Evergreen Capital Management
Washington
$3.27M +$85K +4,054 +3%
NF
212
Nikulski Financial
Iowa
$3.26M -$12.7K -608 -0.4%
SFMG
213
Sage Financial Management Group
Virginia
$3.25M -$376K -17,926 -10%
IWMA
214
Ironwood Wealth Management (Arizona)
Arizona
$3.21M -$230K -10,986 -7%
LPAM
215
Lodestar Private Asset Management
California
$3.18M +$126K +5,996 +4%
TFF
216
The Family Firm
Maryland
$3.16M -$23.1K -1,104 -0.7%
CFA
217
Cahill Financial Advisors
Minnesota
$3.14M -$210K -10,022 -6%
MS
218
Madden Securities
Texas
$3.12M -$41.7K -1,990 -1%
LIM
219
Leavell Investment Management
Alabama
$3.11M +$18.1K +862 +0.6%
SCI
220
Stableford Capital II
Arizona
$3.06M +$3.06M +151,202 New
TIM
221
Tortoise Investment Management
New York
$3.06M +$27.6K +1,318 +0.9%
PFM
222
Parsec Financial Management
North Carolina
$3.01M -$56.9K -2,716 -2%
WA
223
Wealth Architects
California
$3M – – –
PAG
224
Powers Advisory Group
Illinois
$2.97M +$110K +5,230 +4%
PWA
225
Providence Wealth Advisors
Illinois
$2.95M -$110K -5,292 -4%
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9
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