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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 %
CFA
201
Cahill Financial Advisors
Minnesota
$3.19M -$50.5K -2,440 -2%
MS
202
Madden Securities
Texas
$3.18M -$28.7K -1,386 -0.9%
MWM
203
Mission Wealth Management
California
$3.17M -$26.1K -1,262 -0.8%
ACM
204
Anfield Capital Management
California
$3.12M -$642K -31,004 -17%
PAG
205
Powers Advisory Group
Illinois
$3.11M +$168K +8,116 +6%
IWMA
206
Ironwood Wealth Management (Arizona)
Arizona
$3.1M -$68.3K -3,296 -2%
VNA
207
Valley National Advisers
Pennsylvania
$3.09M -$356K -17,198 -10%
LPAM
208
Lodestar Private Asset Management
California
$3.08M +$1.16K +56 +0%
RWP
209
RWA Wealth Partners
Massachusetts
$3.08M -$16.5K -796 -0.5%
CF
210
Copperwynd Financial
Arizona
$3.06M +$50K +2,412 +2%
CB
211
Community Bank
New York
$3.05M -$42.1K -2,034 -1%
DFA
212
DHJJ Financial Advisors
Illinois
$3.02M +$54K +2,606 +2%
SFC
213
Strategic Financial Concepts
Texas
$3.01M -$386K -18,628 -11%
WAP
214
Wealthcare Advisory Partners
Pennsylvania
$3.01M +$341K +16,480 +13%
ACM
215
Advisors Capital Management
New Jersey
$2.95M +$668K +32,234 +29%
PAG
216
Private Advisor Group
New Jersey
$2.92M +$216K +10,446 +8%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$2.91M +$439K +21,174 +18%
SF
218
Safeguard Financial
Wisconsin
$2.89M -$182K -8,796 -6%
LIM
219
Leavell Investment Management
Alabama
$2.87M -$37.7K -1,818 -1%
CAAM
220
Cornerstone Advisors Asset Management
Pennsylvania
$2.84M +$23.4K +1,128 +0.8%
WA
221
Wealth Architects
California
$2.77M -$193K -9,308 -7%
SFG
222
Sunburst Financial Group
Alabama
$2.77M +$63.2K +3,054 +2%
CNFG
223
Creegan & Nassoura Financial Group
New Hampshire
$2.76M -$20.7K -1,000 -0.7%
BCM
224
Barden Capital Management
Texas
$2.73M +$92.4K +4,484 +4%
EE
225
EWG Elevate
California
$2.7M -$48.9K -2,360 -2%
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