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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 %
LFA
551
Landmark Financial Advisors
Kentucky
$490K -$11.9K -588 -2%
RWIA
552
Roger Wittlin Investment Advisory
California
$487K +$446K +22,022 +1,092%
CIC
553
Carnegie Investment Counsel
Ohio
$483K -$1.05K -52 -0.2%
FAG
554
Fortitude Advisory Group
Washington
$477K +$8.99K +444 +2%
MWM
555
Madison Wealth Management
Ohio
$473K +$25.3K +1,250 +6%
CI
556
Cordant Inc
Oregon
$472K -$45.9K -2,266 -9%
SWM
557
Selective Wealth Management
Virginia
$472K -$11.2K -518 -2%
CWA
558
Cornerstone Wealth Advisors
Minnesota
$471K +$14.9K +736 +3%
WWM
559
WT Wealth Management
Arizona
$467K +$467K +23,070 New
TWP
560
Tempus Wealth Planning
California
$464K +$464K +22,914 New
LPT
561
Legacy Private Trust
Wisconsin
$458K +$38.9K +1,922 +9%
WIA
562
World Investment Advisors
California
$457K -$67.9K -3,350 -13%
PCM
563
Parsons Capital Management
Rhode Island
$456K -$9.52K -470 -2%
CCM
564
Condor Capital Management
New Jersey
$449K -$66.4K -3,280 -13%
BIA
565
Bigelow Investment Advisors
Maine
$448K -$98K -4,838 -18%
KFS
566
Kaizen Financial Strategies
California
$448K -$57.7K -2,656 -11%
ACM
567
Armbruster Capital Management
New York
$447K – – –
JC
568
Jentner Corp
Ohio
$447K -$43.3K -2,140 -9%
DBRC
569
D.B. Root & Company
Pennsylvania
$440K -$66.8K -3,300 -13%
JPG
570
Jordan Park Group
California
$440K -$909K -44,864 -67%
FHB
571
First Hawaiian Bank
Hawaii
$426K -$166K -8,176 -28%
LIA
572
LBMC Investment Advisors
Tennessee
$425K +$19.4K +958 +5%
TAM
573
Townsend Asset Management
North Carolina
$423K +$81 +4 +0%
BTWM
574
Baker Tilly Wealth Management
Wisconsin
$422K +$39.1K +1,930 +10%
BFEC
575
Benjamin F. Edwards & Company
Missouri
$419K +$527 +26 +0.1%
21 22
23
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