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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 %
MCM
426
Mitchell Capital Management
Kansas
$914K -$5.1K -252 -0.6%
EFM
427
Eley Financial Management
Vermont
$908K +$908K +44,848 New
WCWM
428
Wooster Corthell Wealth Management
Connecticut
$900K -$23.5K -1,160 -3%
CAM
429
Cozad Asset Management
Illinois
$899K – – –
FNBT
430
FineMark National Bank & Trust
Florida
$895K +$17.8K +880 +2%
BAAM
431
Baker Avenue Asset Management
California
$893K +$621K +30,650 +228%
WIC
432
Woodmont Investment Counsel
Tennessee
$892K +$7.94K +392 +0.9%
CS
433
Crescent Sterling
Louisiana
$876K +$876K +43,270 New
PCWA
434
Pacific Capital Wealth Advisors
California
$867K -$227K -11,188 -21%
CIBC Private Wealth Group
435
CIBC Private Wealth Group
Georgia
$863K +$73.3K +7,244 +9%
DWT
436
Dorsey & Whitney Trust
South Dakota
$854K -$342K -16,872 -29%
CAG
437
Csenge Advisory Group
Florida
$850K -$5.96K -294 -0.7%
RTL
438
Red Tortoise LLC
Georgia
$849K +$849K +41,928 New
PSIWM
439
Paradigm Strategies in Wealth Management
Minnesota
$847K +$3.12K +154 +0.4%
IF
440
Ironwood Financial
Arizona
$845K -$7.54K -372 -0.9%
EAM
441
Evanson Asset Management
California
$843K +$1.66K +82 +0.2%
RWA
442
Roberts Wealth Advisors
California
$842K +$842K +41,820 New
CFGSD
443
Compass Financial Group (South Dakota)
South Dakota
$840K +$840K +41,484 New
WBCM
444
Wilson & Boucher Capital Management
California
$838K +$47.3K +2,334 +6%
OCG
445
Opus Capital Group
Ohio
$837K +$1.86K +92 +0.2%
KJWM
446
Kiley Juergens Wealth Management
Washington
$834K +$17.5K +862 +2%
WP
447
WealthSource Partners
California
$817K +$97.4K +4,808 +14%
FWP
448
FAS Wealth Partners
Kansas
$805K -$24.8K -1,222 -3%
AWM
449
Aspire Wealth Management
Massachusetts
$801K -$177K -8,752 -18%
WP
450
WealthPLAN Partners
Nebraska
$796K +$796K +35,304 New
16 17
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