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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 %
GWM
276
GSB Wealth Management
Connecticut
$2.21M -$153K -7,576 -6%
IRC
277
Investors Research Corp
Georgia
$2.21M -$2.23K -110 -0.1%
BC
278
Bartlett & Co
Ohio
$2.21M +$29.4K +1,452 +1%
BCWM
279
Bartlett & Co Wealth Management
Ohio
$2.21M +$29.4K +1,452 +1%
SB
280
Strategic Blueprint
Georgia
$2.19M -$90.7K -4,476 -4%
MWP
281
Moller Wealth Partners
$2.18M -$194K -9,556 -8%
LCM
282
Leisure Capital Management
California
$2.15M -$43.8K -2,160 -2%
NCM
283
Next Capital Management
New York
$2.14M -$107K -5,276 -5%
TSWM
284
Triangle Securities Wealth Management
North Carolina
$2.12M -$130K -6,432 -6%
CCA
285
Cobblestone Capital Advisors
New York
$2.12M -$110K -5,434 -5%
ULWM
286
Upper Left Wealth Management
Florida
$2.11M -$133K -6,584 -6%
CAG
287
Curtis Advisory Group
California
$2.1M +$1.52M +75,114 +265%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$2.07M -$198K -9,774 -9%
JPLA
289
Joseph P. Lucia & Associates
New York
$2.07M -$43.5K -2,150 -2%
Susquehanna International Group
290
Susquehanna International Group
Pennsylvania
$2.06M -$2.22M -109,670 -52%
WF
291
Whelan Financial
California
$2.04M +$339K +16,754 +20%
C1AG
292
Client 1st Advisory Group
Florida
$2.03M -$959K -47,360 -32%
IDA
293
Intelligence Driven Advisers
California
$2.03M +$1.04M +50,464 +106%
BRWA
294
B. Riley Wealth Advisors
Florida
$2.03M -$242K -11,946 -11%
CA
295
Continuum Advisory
Idaho
$2M -$337K -16,650 -14%
ML
296
McAdam LLC
Pennsylvania
$2M -$2.66M -51,886 -57%
AF
297
Allworth Financial
California
$1.99M +$490K +24,190 +33%
CHA
298
Cooper/Haims Advisors
New York
$1.97M -$1.01K -50 -0.1%
VBWMG
299
Von Berge Wealth Management Group
California
$1.97M +$25.9K +1,170 +1%
WP
300
WealthShield Partners
North Carolina
$1.93M +$114K +5,610 +6%
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