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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 %
CFS
351
CRA Financial Services
New Jersey
$1.4M -$241K -11,874 -15%
OFG
352
Omega Financial Group
California
$1.38M +$211K +10,434 +18%
JGCM
353
Joseph Group Capital Management
Ohio
$1.38M -$38.5K -1,900 -3%
DWMG
354
DB Wealth Management Group
California
$1.37M -$364K -17,984 -21%
KAS
355
Kestra Advisory Services
Texas
$1.36M +$430K +21,240 +46%
RDIA
356
RE Dickinson Investment Advisors
Iowa
$1.35M -$186K -9,206 -12%
PWA
357
Pillar Wealth Advisors
Pennsylvania
$1.35M -$73.4K -3,622 -5%
SPFA
358
Summit Place Financial Advisors
New Jersey
$1.34M +$335K +16,550 +33%
AIM
359
Aspen Investment Management
Michigan
$1.34M +$28.1K +1,388 +2%
LC
360
LTG Capital
Massachusetts
$1.33M +$64.8K +3,198 +5%
MAS
361
Meeder Advisory Services
Ohio
$1.33M +$1.33M +65,448 New
LCM
362
Liberty Capital Management
Michigan
$1.3M +$228K +11,232 +21%
WCM
363
Wisconsin Capital Management
Wisconsin
$1.3M – – –
FCM
364
Firestone Capital Management
Florida
$1.29M +$218K +10,742 +20%
PCMC
365
Private Capital Management (Colorado)
Colorado
$1.29M -$105K -5,166 -8%
GRP
366
Global Retirement Partners
California
$1.25M -$44.3K -2,186 -3%
AFAS
367
Acorn Financial Advisory Services
Virginia
$1.25M +$188K +9,306 +18%
FBB
368
Fulton Breakefield Broenniman
Maryland
$1.25M +$55.1K +2,720 +5%
CA
369
Cetera Advisors
Colorado
$1.24M +$254K +12,524 +26%
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$1.24M +$813K +40,116 +191%
William Blair & Company
371
William Blair & Company
Illinois
$1.24M +$111K +5,476 +10%
CWM
372
Campbell Wealth Management
Virginia
$1.23M +$41.4K +2,042 +3%
CA
373
Cambridge Advisors
Nebraska
$1.22M +$85.3K +4,210 +8%
CFG
374
Cooper Financial Group
California
$1.21M +$1.21M +59,838 New
NIM
375
Nicollet Investment Management
Minnesota
$1.2M +$10.5K +516 +0.9%
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15
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