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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 %
LTL
526
Lowery Thomas LLC
California
$537K +$54.1K +2,672 +11%
EH
527
Equitable Holdings
New York
$535K -$12.2K -604 -2%
AO
528
Advisor OS
Illinois
$533K -$3.89K -192 -0.7%
AL
529
ACAS LLC
California
$533K +$533K +26,304 New
SBIA
530
Sheaff Brock Investment Advisors
Indiana
$525K -$12.2K -600 -2%
FANJ
531
Financial Architects (New Jersey)
New Jersey
$522K -$51.8K -2,556 -9%
DP
532
DDD Partners
Washington
$509K +$567 +28 +0.1%
Carson Wealth (CWM LLC)
533
Carson Wealth (CWM LLC)
Nebraska
$509K -$41.4K -2,046 -8%
VFA
534
Valeo Financial Advisors
Indiana
$506K -$11.8K -584 -2%
WCFA
535
Walkner Condon Financial Advisors
Wisconsin
$506K -$12.5K -618 -2%
MCCA
536
Mill Creek Capital Advisors
Pennsylvania
$504K +$504K +24,904 New
AIM
537
Acropolis Investment Management
Missouri
$503K -$179K -8,860 -26%
CCG
538
Chatham Capital Group
Georgia
$499K +$151K +7,458 +43%
WP
539
Westmount Partners
California
$499K +$499K +24,616 New
BlackRock
540
BlackRock
New York
$498K -$10.9K -540 -2%
CWM
541
Cabot Wealth Management
Massachusetts
$497K -$166K -8,212 -25%
CIR
542
Clear Investment Research
Georgia
$496K +$1.26K +62 +0.3%
JWBC
543
John W. Brooker & Co
California
$494K -$83.4K -4,116 -14%
CG
544
Caprock Group
Idaho
$494K +$494K +24,376 New
FLPIM
545
F.L. Putnam Investment Management
Massachusetts
$494K +$3.4K +168 +0.7%
CA
546
Capital Advantage
California
$492K +$284 +14 +0.1%
WWP
547
WR Wealth Planners
Missouri
$492K -$349K -17,230 -41%
APP
548
Avantax Planning Partners
Iowa
$492K +$63K +3,108 +15%
AWE
549
Avidian Wealth Enterprises
Texas
$491K -$11.7K -578 -2%
MPM
550
Meritage Portfolio Management
Kansas
$490K – – –
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