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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

939 hedge funds and large institutions have $9.12B invested in Schwab U.S Small- Cap ETF in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 382 increasing their positions, 316 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+74
Holders Change %
+8.55%
% of All Funds
15.15%
Holding in Top 10
70
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.13%
New
143
Increased
382
Reduced
316
Closed
49
Calls
$1.84M
Puts
$267K
Net Calls
+$1.57M
Net Calls Change
+$159K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$92.1M
2
TCM
Tradewinds Capital Management
Washington
+$27.1M
3
CSIA
Charles Schwab Investment Advisory
California
+$24.6M
4
PCA
Personal Capital Advisors
California
+$20.5M
5
Ameriprise
Ameriprise
Minnesota
+$17.1M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$88.7M
2
AWA
Arete Wealth Advisors
Illinois
-$79.2M
3
SEI Investments
SEI Investments
Pennsylvania
-$11.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$9.39M
5
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$8.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
251
Larson Financial Group
Missouri
$2.53M +$2.23M +109,960 +725%
RJA
252
Raymond James & Associates
Florida
$2.52M +$295K +14,574 +13%
AWM
253
Apollon Wealth Management
South Carolina
$2.49M +$426K +21,026 +21%
BCM
254
Barden Capital Management
Texas
$2.49M +$40.5K +2,004 +2%
TW
255
Transform Wealth
Colorado
$2.48M +$2.48M +122,608 New
GAM
256
Garrison Asset Management
Arkansas
$2.47M -$112K -5,540 -4%
CIP
257
Capital Insight Partners
Arizona
$2.45M +$384K +18,966 +19%
EW
258
Element Wealth
Mississippi
$2.45M -$37.2K -1,836 -1%
CHA
259
Carmichael Hill & Associates
Maryland
$2.43M -$48K -2,372 -2%
CFG
260
Citizens Financial Group
Rhode Island
$2.42M -$162K -7,976 -6%
FIA
261
Foundations Investment Advisors
Arizona
$2.41M +$237K +11,682 +11%
AIM
262
Anchor Investment Management
South Carolina
$2.41M +$689 +34 +0%
HG
263
Harbor Group
New Hampshire
$2.38M +$101K +4,990 +4%
SAM
264
Smithbridge Asset Management
Pennsylvania
$2.37M +$118K +5,838 +5%
EWA
265
EP Wealth Advisors
California
$2.32M -$501K -24,746 -18%
AAS
266
Avantax Advisory Services
Texas
$2.29M +$930K +45,898 +68%
CIC
267
Cutler Investment Counsel
Oregon
$2.29M -$133K -6,564 -5%
KHC
268
Koesten Hirschmann & Crabtree
Kansas
$2.27M +$2.27M +112,024 New
CMBA
269
C.M. Bidwell & Associates
Hawaii
$2.27M +$877K +43,292 +63%
JJBC
270
James J. Burns & Company
New York
$2.26M -$35.6K -1,756 -2%
PFT
271
Providence First Trust
Arizona
$2.23M -$72.2K -3,564 -3%
AOWM
272
Alpha Omega Wealth Management
Virginia
$2.23M -$67.2K -3,320 -3%
FIC
273
Family Investment Center
Missouri
$2.22M +$2.22M +109,474 New
PA
274
Pinnacle Associates
New York
$2.21M +$36.4K +1,798 +2%
SWM
275
SeaCrest Wealth Management
New York
$2.21M -$67.9K -3,350 -3%
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