SCHA icon

Schwab U.S Small- Cap ETF

956 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $8.11B → $8.45B (+$342M)

0.14% more ownership

Funds ownership: 118.39%118.53% (+0.14%)

2% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 379

Holders
956
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.2M
Puts
$670K
Net Calls
Net Calls Change

Top Buyers

1 +$53.4M
2 +$26.8M
3 +$19.8M
4
Cerity Partners
Cerity Partners
New York
+$14.9M
5
AG
Appleton Group
Wisconsin
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$3.17B
2
$515M
3
$410M
4
$379M
5
$331M
6
$147M
7
$119M
8
$104M
9
$89M
10
$81.4M
11
$80.6M
12
$75.3M
13
$65.6M
14
$64.8M
15
$57.6M
16
$56.4M
17
$54M
18
$50.5M
19
$48.9M
20
$47.9M
21
$47.3M
22
$42.9M
23
$42.4M
24
$42.4M
25
$41.9M