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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 %
ACG
951
Allen Capital Group
Nebraska
– -$914K -48,342 Closed
JAG
952
Journey Advisory Group
Kentucky
– -$649K -34,354 Closed
Renaissance Technologies
953
Renaissance Technologies
New York
– -$559K -29,600 Closed
SFO
954
Stokes Family Office
Louisiana
– -$478K -25,316 Closed
BWFA
955
Baltimore-Washington Financial Advisors
Maryland
– -$1.81M -23,380 Closed
AAS
956
Annex Advisory Services
Wisconsin
– -$405K -21,454 Closed
TFA
957
Trinity Financial Advisors
Ohio
– -$398K -21,078 Closed
BFA
958
Beacon Financial Advisory
Ohio
– -$391K -20,668 Closed
REMPR
959
Roof Eidam Maycock Peralta (REMP)
California
– -$331K -17,522 Closed
T
960
TCWP
Ohio
– -$298K -15,810 Closed
KIA
961
KCM Investment Advisors
California
– -$264K -13,954 Closed
AIM
962
Aurora Investment Managers
Florida
– -$238K -12,578 Closed
CP
963
Camelot Portfolios
Ohio
– -$232K -12,294 Closed
RA
964
RFG Advisory
Alabama
– -$244K -11,858 Closed
AA
965
Apriem Advisors
California
– -$223K -11,782 Closed
TC
966
TownSquare Capital
Utah
– -$214K -11,326 Closed
AIM
967
AHL Investment Management
Florida
– -$209K -11,034 Closed
BBW
968
Blue Barn Wealth
Utah
– -$203K -10,734 Closed
MCM
969
Manchester Capital Management
Vermont
– -$184K -9,726 Closed
HI
970
Hudock Inc
Pennsylvania
– -$116K -6,162 Closed
SOS
971
Silver Oak Securities
Tennessee
– -$84.1K -4,060 Closed
MAM
972
Meeder Asset Management
Ohio
– -$54K -2,844 Closed
EC
973
EdgeRock Capital
Colorado
– -$49K -2,568 Closed
TCOV
974
Trust Company of Vermont
Vermont
– -$23K -1,202 Closed
IAMOG
975
Investors Asset Management of Georgia
Georgia
– -$21K -1,124 Closed
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