SCHA icon

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 %
LF
701
LifeSteps Financial
California
$232K -$5.92K -292 -2%
GWA
702
Geometric Wealth Advisors
District of Columbia
$231K -$13.9K -684 -6%
AL
703
Aspiriant LLC
California
$230K +$8.22K +406 +4%
KWS
704
Keystone Wealth Services
California
$229K +$81 +4 +0%
HWA
705
Heartwood Wealth Advisors
Virginia
$229K +$5.87K +290 +3%
AFA
706
Alpha Financial Advisors
North Carolina
$228K +$228K +11,236 New
PTB
707
Pioneer Trust Bank
Oregon
$227K +$227K +11,200 New
GLA
708
Great Lakes Advisors
Illinois
$226K – – –
AFS
709
Annapolis Financial Services
Maryland
$223K – – –
LEFP
710
Leading Edge Financial Planning
Tennessee
$222K +$222K +10,938 New
MFG
711
Magnus Financial Group
New York
$221K +$221K +10,906 New
FMWA
712
Forvis Mazars Wealth Advisors
Missouri
$221K – – –
APW
713
Austin Private Wealth
Texas
$220K -$72.2K -3,564 -25%
VF
714
Vawter Financial
Ohio
$220K +$220K +10,876 New
BIG
715
Builder Investment Group
Georgia
$219K +$219K +10,832 New
SCM
716
SOL Capital Management
Maryland
$219K +$219K +10,800 New
SSB
717
Sandy Spring Bank
Maryland
$219K +$26.7K +1,318 +14%
Prudential Financial
718
Prudential Financial
New Jersey
$218K -$14.1K -698 -6%
TC
719
Telemus Capital
Michigan
$218K +$218K +10,522 New
MFGM
720
Marshall Financial Group (Maryland)
Maryland
$216K +$216K +10,654 New
CAL
721
Capital Advisors Ltd
Ohio
$215K -$3.89K -192 -2%
NWMG
722
National Wealth Management Group
Ohio
$215K +$215K +10,612 New
SAM
723
Sawgrass Asset Management
Florida
$214K +$214K +10,588 New
Brown Advisory
724
Brown Advisory
Maryland
$212K +$212K +10,458 New
CAG
725
Crestwood Advisors Group
Massachusetts
$210K +$210K +10,380 New
27 28
29
30 31