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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 %
SHA
726
Seneca House Advisors
Virginia
$209K +$209K +10,326 New
JFG
727
JMG Financial Group
Illinois
$209K +$209K +10,296 New
CPA
728
Cardiff Park Advisors
California
$209K +$891 +44 +0.4%
FG
729
Fiduciary Group
Georgia
$207K -$43.1K -2,128 -17%
LFG
730
Leverty Financial Group
Wisconsin
$206K +$206K +10,182 New
EW
731
Evoke Wealth
California
$206K – – –
OAM
732
Oppenheimer Asset Management
New York
$206K +$206K +10,146 New
GB
733
Goepper Burkhardt
South Carolina
$204K +$204K +10,052 New
IC
734
IEQ Capital
California
$203K +$203K +10,034 New
G
735
Gainplan
Michigan
$203K +$203K +10,018 New
PFP
736
Pinnacle Financial Partners
Tennessee
$202K +$1.01K +50 +0.5%
CA
737
Clearstead Advisors
Ohio
$201K +$44.4K +2,192 +28%
CPP
738
Capasso Planning Partners
South Carolina
$201K +$201K +9,902 New
RWM
739
RBA Wealth Management
California
$200K +$200K +9,890 New
SWM
740
Spire Wealth Management
Virginia
$197K +$51.4K +2,534 +35%
CIAS
741
Capital Investment Advisory Services
North Carolina
$184K -$224K -11,056 -55%
LWANC
742
Laurel Wealth Advisors (North Carolina)
North Carolina
$182K – – –
GWM
743
Guardian Wealth Management
Illinois
$178K -$36.9K -1,820 -17%
HWM
744
Horizons Wealth Management
North Carolina
$178K – – –
CFD
745
Creative Financial Designs
Indiana
$176K -$50.7K -2,504 -22%
GWM
746
Geneos Wealth Management
Colorado
$171K +$26K +1,284 +18%
KA
747
Kozak & Associates
Colorado
$171K – – –
DWP
748
Destiny Wealth Partners
Florida
$158K -$8.95K -442 -5%
ACP
749
Arcus Capital Partners
Georgia
$155K +$155K +7,628 New
FA
750
Faithward Advisors
Pennsylvania
$153K +$153K +7,532 New
28 29
30
31 32