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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 %
SIS
476
Strategic Investment Solutions
Illinois
$697K +$697K +30,082 New
CHJWM
477
Carlton Hofferkamp & Jenks Wealth Management
Texas
$691K +$3.1K +140 +0.5%
VCP
478
Vista Capital Partners
Oregon
$680K +$261K +12,898 +62%
NCM
479
Northwest Capital Management
Oregon
$678K -$98.8K -4,878 -13%
OCM
480
One Capital Management
California
$674K -$6.52K -322 -1%
SIMG
481
Sonora Investment Management Group
Arizona
$665K +$665K +32,840 New
IFA
482
Index Fund Advisors
California
$659K +$4.21K +208 +0.6%
HGWM
483
Horst & Graben Wealth Management
Oregon
$653K -$127K -6,254 -16%
MLA
484
My Legacy Advisors
Oregon
$650K -$292K -12,694 -31%
NHC
485
Nicholas Hoffman & Company
Georgia
$647K -$3.74M -184,472 -85%
GWA
486
GGM Wealth Advisors
Maryland
$644K +$30.9K +1,494 +5%
SIC
487
Sigma Investment Counselors
Michigan
$643K -$2.19K -108 -0.3%
BF
488
BOK Financial
Oklahoma
$642K -$6.97K -344 -1%
KC
489
Kades & Cheifetz
Pennsylvania
$640K +$640K +31,584 New
WAM
490
WNY Asset Management
New York
$637K -$5.9M -291,096 -90%
MMA
491
Miracle Mile Advisors
California
$634K +$14.6K +722 +2%
PNC Financial Services Group
492
PNC Financial Services Group
Pennsylvania
$629K +$7.05K +348 +1%
WP
493
WMS Partners
Maryland
$628K +$38.2K +1,886 +6%
Chevy Chase Trust
494
Chevy Chase Trust
Maryland
$627K – – –
EK
495
Evensky & Katz
Florida
$627K +$3.08K +152 +0.5%
PAM
496
Pegasus Asset Management
New York
$623K -$23.7K -1,168 -4%
MWA
497
Martel Wealth Advisors
Washington
$622K -$1.96M -96,778 -76%
PSF
498
Pacific Sun Financial
California
$617K -$31.2K -1,540 -5%
RDWM
499
Red Door Wealth Management
Tennessee
$613K +$613K +30,278 New
CGA
500
Crescent Grove Advisors
Illinois
$608K – – –
18 19
20
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