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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
+$53.4M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$26.8M
3
Charles Schwab
Charles Schwab
California
+$19.8M
4
Cerity Partners
Cerity Partners
New York
+$14.9M
5
AG
Appleton Group
Wisconsin
+$10.7M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$64.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$48.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$27M
4
H
HoyleCohen
California
-$15.5M
5
NYLIM
New York Life Investment Management
New York
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
201
Strategic Financial Concepts
Texas
$3.59M -$331K -15,120 -8%
ECM
202
Evergreen Capital Management
Washington
$3.57M +$152K +6,962 +4%
CCM
203
Chilton Capital Management
Texas
$3.56M -$14.1K -646 -0.4%
NF
204
Nikulski Financial
Iowa
$3.47M +$66.6K +3,040 +2%
CWM
205
Chesapeake Wealth Management
Virginia
$3.45M +$22K +1,006 +0.6%
CFA
206
Cahill Financial Advisors
Minnesota
$3.43M +$148K +6,768 +5%
FIA
207
Foundations Investment Advisors
Arizona
$3.42M +$560K +25,576 +20%
MS
208
Madden Securities
Texas
$3.39M +$136K +6,200 +4%
MWM
209
Mission Wealth Management
California
$3.38M -$36.3K -1,658 -1%
FCM
210
Fortis Capital Management
Washington
$3.38M -$187K -8,550 -5%
IWMA
211
Ironwood Wealth Management (Arizona)
Arizona
$3.35M -$1.14K -52 -0%
TRCT
212
Tower Research Capital (TRC)
New York
$3.31M +$2.71M +123,776 +453%
RWP
213
RWA Wealth Partners
Massachusetts
$3.27M +$3.27M +149,540 New
CB
214
Community Bank
New York
$3.27M -$359K -16,388 -10%
LPAM
215
Lodestar Private Asset Management
California
$3.26M -$59.4K -2,714 -2%
SF
216
Safeguard Financial
Wisconsin
$3.25M +$215K +9,812 +7%
TFF
217
The Family Firm
Maryland
$3.21M -$94.2K -4,302 -3%
CF
218
Copperwynd Financial
Arizona
$3.19M +$3.19M +145,560 New
DFA
219
DHJJ Financial Advisors
Illinois
$3.13M +$215K +9,816 +7%
WA
220
Wealth Architects
California
$3.13M -$5.91K -270 -0.2%
PAG
221
Powers Advisory Group
Illinois
$3.11M +$5.78K +264 +0.2%
SHA
222
Seneca House Advisors
Virginia
$3.09M +$856K +39,088 +38%
LIM
223
Leavell Investment Management
Alabama
$3.07M -$174K -7,928 -5%
RWP
224
Revolve Wealth Partners
New Jersey
$2.99M -$4.13M -188,550 -58%
CAAM
225
Cornerstone Advisors Asset Management
Pennsylvania
$2.98M +$37.4K +1,710 +1%
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