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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
$130M
2
TCM
Tradewinds Capital Management
Washington
$27.3M
3
CSIA
Charles Schwab Investment Advisory
California
$2.99B
4
PCA
Personal Capital Advisors
California
$426M
5
Ameriprise
Ameriprise
Minnesota
$39.5M

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
AWA
Arete Wealth Advisors
Illinois
$1.11B
3
SEI Investments
SEI Investments
Pennsylvania
$300M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$122M
5
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
901
Archer Investment Corporation
Indiana
$5.42K -$9.5K -470 -64%
WAM
902
Worth Asset Management
Texas
$5.1K +$5.1K +252 New
HDIM
903
Hanson & Doremus Investment Management
Vermont
$5K – – –
TCA
904
Trifecta Capital Advisors
Illinois
$4.92K +$4.92K +242 New
GTAM
905
Global Trust Asset Management
Florida
$4.05K -$8.22K -406 -67%
TSWM
906
Tyler-Stone Wealth Management
Ohio
$4K – – –
EWM
907
Endurance Wealth Management
Rhode Island
$4K +$4K +190 New
FP
908
Financial Perspectives
Minnesota
$3.97K – – –
DAM
909
Delta Asset Management
Tennessee
$3.81K +$3.81K +188 New
CS
910
Comerica Securities
Michigan
$3.52K +$3.52K +174 New
HCM
911
Hollencrest Capital Management
California
$3.3K +$3.3K +164 New
PCA
912
Providence Capital Advisors
North Carolina
$3.24K -$11.6K -574 -78%
CAS
913
Coppell Advisory Solutions
Texas
$3.12K +$3.12K +154 New
CASC
914
Coppell Advisory Solutions Corp
Texas
$3.12K +$3.12K +154 New
CWP
915
Concord Wealth Partners
Virginia
$3.03K +$3.03K +150 New
CSB
916
City State Bank
Iowa
$3K – – –
FA
917
Fortis Advisors
Pennsylvania
$2.97K – – –
FMB
918
Field & Main Bank
Kentucky
$2.51K +$2.51K +124 New
FFA
919
Founders Financial Alliance
North Carolina
$2.45K – – –
TFM
920
TFC Financial Management
Massachusetts
$2.2K -$1.06K -52 -33%
BHWM
921
Bay Harbor Wealth Management
Maryland
$2K +$2K +88 New
IHWM
922
Iron Horse Wealth Management
Iowa
$2K +$2K +92 New
SFA
923
Semmax Financial Advisors
North Carolina
$2K +$2K +112 New
FCAS
924
First Command Advisory Services
Texas
$2K +$1.37K +896 +216%
FWM
925
Focused Wealth Management
New York
$1.7K – – –
35 36
37
38 39