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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 %
PGFC
301
Peapack-Gladstone Financial Corp
New Jersey
$1.92M +$274K +13,510 +17%
HA
302
HC Advisors
Georgia
$1.91M -$49.5K -2,446 -3%
PFM
303
Phillips Financial Management
Indiana
$1.9M +$49.5K +2,444 +3%
AIS
304
American Investment Services
Massachusetts
$1.89M -$422K -20,828 -18%
BP
305
Broadleaf Partners
Ohio
$1.89M +$3.12K +154 +0.2%
DAS
306
Dynamic Advisor Solutions
Arizona
$1.87M +$702K +34,678 +60%
DW
307
Domani Wealth
Pennsylvania
$1.85M – – –
SDWMA
308
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.83M +$238K +11,750 +15%
Wealthfront Advisers
309
Wealthfront Advisers
California
$1.83M +$19K +938 +1%
CA
310
Centerpoint Advisors
Massachusetts
$1.82M +$1.82M +90,000 New
JWA
311
JFS Wealth Advisors
Pennsylvania
$1.81M -$53K -2,618 -3%
IWM
312
IHT Wealth Management
Illinois
$1.8M -$62.5K -3,084 -3%
SIG
313
Spinnaker Investment Group
California
$1.77M +$36.7K +1,810 +2%
CC
314
Callan Capital
California
$1.77M +$883K +43,600 +100%
HWM
315
Heirloom Wealth Management
Colorado
$1.77M +$1.77M +87,190 New
SIA
316
Sage Investment Advisers
New York
$1.76M +$35.2K +1,736 +2%
Fidelity Investments
317
Fidelity Investments
Massachusetts
$1.74M +$27.6K +1,362 +2%
WT
318
Whittier Trust
California
$1.74M +$1.01M +49,886 +138%
SBH
319
Segall Bryant & Hamill
Illinois
$1.74M -$41 -2 -0%
VCM
320
Vivaldi Capital Management
Illinois
$1.72M +$8.67K +418 +0.5%
RWA
321
Rainsberger Wealth Advisors
Colorado
$1.72M -$11.7K -576 -0.7%
CBFP
322
Cedar Brook Financial Partners
Ohio
$1.72M +$84.9K +4,192 +5%
LBC
323
Lowe Brockenbrough & Co
Virginia
$1.72M +$33K +1,630 +2%
BP
324
BCK Partners
New York
$1.69M -$685K -33,814 -29%
B
325
Bailard
California
$1.67M -$14.4K -710 -0.9%
11 12
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