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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 %
Bessemer Group
776
Bessemer Group
New Jersey
$95K – – –
FCT
777
First Community Trust
Iowa
$93K – – –
KFI
778
Key Financial Inc
Pennsylvania
$91.6K – – –
SIC
779
SJS Investment Consulting
Ohio
$91.3K -$19.8K -978 -18%
WCG
780
Wall Capital Group
Arizona
$87.9K +$87.9K +4,128 New
PK
781
Pflug Koory
Nebraska
$82K +$9.21K +452 +13%
AA
782
Ancora Advisors
Ohio
$82K +$43.3K +2,144 +112%
FAM
783
Family Asset Management
South Carolina
$80.7K +$80.7K +3,982 New
TFS
784
TrustCore Financial Services
Tennessee
$80.2K -$1.13K -56 -1%
UB
785
UMB Bank
Missouri
$80K – – –
EA
786
Evolution Advisers
Virginia
$77K +$28.7K +1,420 +59%
LFA
787
Level Financial Advisors
New York
$75K -$16.5K -820 -18%
CCA
788
Column Capital Advisors
Indiana
$72.7K – – –
OWA
789
One Wealth Advisors
California
$72.6K +$72.6K +3,584 New
PMFA
790
Plante Moran Financial Advisors
Michigan
$71.7K -$15.5K -766 -18%
TSW
791
Thompson Siegel & Walmsley
Virginia
$69K – – –
AW
792
Avion Wealth
Texas
$68K – – –
PB
793
Pinnacle Bancorp
Nebraska
$66K -$2.91K -144 -4%
KM
794
Kalos Management
Georgia
$65K +$65K +3,208 New
NECFA
795
New England Capital Financial Advisors
Connecticut
$64.6K +$64.6K +2,996 New
RCM
796
Raleigh Capital Management
North Carolina
$64.3K +$63.6K +3,140 +9,813%
CAM
797
Costello Asset Management
Pennsylvania
$63.4K – – –
GIP
798
Granite Investment Partners
California
$61.6K +$41 +2 +0.1%
GCM
799
Gables Capital Management
Florida
$61.3K – – –
RFA
800
Resurgent Financial Advisors
Georgia
$60.5K +$60.5K +2,986 New
30 31
32
33 34