SCHA icon

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 %
BAM
326
Berkshire Asset Management
Pennsylvania
$1.66M -$110K -5,408 -6%
Janney Montgomery Scott
327
Janney Montgomery Scott
Pennsylvania
$1.65M -$129K -6,354 -7%
CFO
328
Collective Family Office
Pennsylvania
$1.64M +$310K +15,288 +23%
TDWM
329
Topel & Distasi Wealth Management
California
$1.58M – – –
QCG
330
Quadrant Capital Group
Ohio
$1.56M +$137K +6,768 +10%
CF
331
Cantor Fitzgerald
New York
$1.56M +$21.4K +1,058 +1%
Lido Advisors
332
Lido Advisors
California
$1.56M +$85.7K +4,232 +6%
GWWM
333
Great Waters Wealth Management
Minnesota
$1.56M +$1.56M +71,282 New
ACM
334
Advisors Capital Management
New Jersey
$1.55M +$684K +33,782 +79%
LHEI
335
Leo H. Evart Inc
California
$1.54M -$2.35K -116 -0.2%
GW
336
GW & Wade
Massachusetts
$1.53M +$243 +12 +0%
OPWM
337
Oakwell Private Wealth Management
Texas
$1.52M -$228K -11,264 -13%
EWM
338
Elmwood Wealth Management
California
$1.51M -$7.05K -348 -0.5%
ISWM
339
Independent Solutions Wealth Management
New York
$1.48M +$217K +10,704 +17%
FG
340
Foster Group
Iowa
$1.48M +$57.7K +2,850 +4%
AAS
341
Ameritas Advisory Services
Nebraska
$1.47M -$69.8K -3,446 -5%
SCP
342
Stevens Capital Partners
Nebraska
$1.45M +$1.45M +71,790 New
MCM
343
Mainstay Capital Management
Michigan
$1.44M -$24.4K -1,206 -2%
LF
344
Lee Financial
Texas
$1.44M -$321K -15,858 -18%
PA
345
PFG Advisors
Arizona
$1.43M -$26.9K -1,326 -2%
HWMG
346
Hurlow Wealth Management Group
Indiana
$1.43M -$353K -17,428 -20%
BAM
347
Baldrige Asset Management
Pennsylvania
$1.43M -$6.04K -298 -0.4%
DSC
348
Duncker Streett & Co
Missouri
$1.42M +$648 +32 +0%
MCC
349
Money Concepts Capital
Florida
$1.42M +$861K +42,496 +153%
AIA
350
Arcadia Investment Advisors
Idaho
$1.41M -$23.8K -1,176 -2%
12 13
14
15 16