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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 %
PA
601
Procyon Advisors
Connecticut
$378K +$91.8K +4,530 +32%
TP
602
Tranquility Partners
Tennessee
$377K +$33.2K +1,640 +10%
HHRDM
603
H&H Retirement Design & Management
Nevada
$377K +$1.87K +86 +0.5%
Bank of New York Mellon
604
Bank of New York Mellon
New York
$373K -$95.7K -4,724 -20%
BL
605
BCWM LLC
Kansas
$372K -$4.58K -226 -1%
WCM
606
Wealthcare Capital Management
Virginia
$370K -$52.9K -2,610 -13%
FC
607
Forte Capital
New York
$369K +$2.35K +116 +0.6%
SRC
608
Sage Rhino Capital
California
$369K – – –
S
609
SignatureFD
Georgia
$365K +$117K +5,788 +47%
PD
610
Planning Directions
Pennsylvania
$365K +$1.34K +66 +0.4%
VT
611
Vise Technologies
New York
$364K -$28.7K -1,418 -7%
IAA
612
Independent Advisor Alliance
North Carolina
$360K +$12.9K +638 +4%
RPA
613
Rock Point Advisors
Vermont
$360K +$6.76K +334 +2%
LFAS
614
Level Four Advisory Services
Texas
$359K +$359K +17,748 New
SWM
615
Stockman Wealth Management
Montana
$359K +$12.8K +630 +4%
CCM
616
Crew Capital Management
Ohio
$358K -$5.39K -266 -1%
AWM
617
Atticus Wealth Management
Florida
$358K +$298K +14,730 +498%
GVAG
618
Great Valley Advisor Group
Delaware
$356K +$16.8K +830 +5%
GWM
619
Gray Wealth Management
Maine
$355K -$8.39K -414 -2%
WCA
620
Waypoint Capital Advisors
Minnesota
$354K +$40.3K +1,988 +13%
EI
621
Ellevest Inc
New York
$354K +$292K +14,418 +470%
TWA
622
Trellis Wealth Advisors
California
$353K +$353K +17,416 New
PAG
623
Private Advisor Group
New Jersey
$351K -$41.1K -15,428 -10%
F
624
F3Logic
Minnesota
$345K -$4.86K -240 -1%
GBS
625
Gallagher Benefit Services
Illinois
$345K +$345K +17,012 New
23 24
25
26 27