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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 %
VHAM
676
Van Hulzen Asset Management
California
$265K +$13K +640 +5%
APA
677
Astoria Portfolio Advisors
New York
$265K +$18K +834 +7%
SWA
678
SFMG Wealth Advisors
Texas
$264K -$9.6K -474 -4%
USCWA
679
U.S. Capital Wealth Advisors
Texas
$264K -$284 -14 -0.1%
PFA
680
Pure Financial Advisors
California
$263K +$365 +18 +0.1%
CIA
681
Capital Investment Advisors
Georgia
$261K +$261K +12,892 New
GCM
682
Glaxis Capital Management
Florida
$260K +$1.3K +64 +0.5%
JWCA
683
J.W. Cole Advisors
Florida
$257K +$324 +16 +0.1%
NA
684
Nottingham Advisors
New York
$256K +$203 +10 +0.1%
CAAS
685
Capital Asset Advisory Services
Michigan
$254K +$248K +12,236 +3,999%
FCC
686
Flower City Capital
New York
$253K -$78.9K -3,896 -24%
GG
687
Gofen & Glossberg
Illinois
$253K +$1.78K +88 +0.7%
M
688
MYeCFO
California
$250K +$250K +12,322 New
FM
689
Family Management
New York
$247K – – –
BFO
690
Biltmore Family Office
North Carolina
$246K +$246K +12,148 New
SF
691
Summit Financial
New Jersey
$246K – – –
MAG
692
Mayfair Advisory Group
Alabama
$244K -$70.2K -3,384 -22%
BFM
693
Broadview Financial Management
Wisconsin
$242K +$16.6K +818 +7%
BIM
694
Baldwin Investment Management
Pennsylvania
$239K +$20.8K +1,028 +10%
CSI
695
Cross Staff Investments
New York
$238K +$1.86K +92 +0.8%
PFM
696
Peak Financial Management
Massachusetts
$238K -$2.03K -100 -0.8%
GBWM
697
Granite Bay Wealth Management
New Hampshire
$236K -$180K -8,858 -43%
GWCM
698
Godshalk Welsh Capital Management
Pennsylvania
$235K – – –
FCH
699
Freestone Capital Holdings
Washington
$234K -$112K -5,516 -32%
BCM
700
Brookstone Capital Management
Illinois
$234K -$413K -19,944 -64%
26 27
28
29 30