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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.

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
1
Goldman Sachs
New York
$130M
2
TCM
2
Tradewinds Capital Management
Washington
$27.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$2.99B
4
PCA
4
Personal Capital Advisors
California
$426M
5
Ameriprise
5
Ameriprise
Minnesota
$39.5M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
AWA
2
Arete Wealth Advisors
Illinois
$1.11B
3
SEI Investments
3
SEI Investments
Pennsylvania
$300M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$122M
5
JFGLC
5
Johnson Financial Group LLC (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
76
Patriot Investment Management Group
Tennessee
$9.51M +$263K +11,862 +3%
SFA
77
Sequoia Financial Advisors
Ohio
$9.48M -$426K -21,022 -4%
AWMG
78
Alliance Wealth Management Group
New Jersey
$9.35M -$19K -936 -0.2%
TCM
79
Towercrest Capital Management
Pennsylvania
$9.35M -$19K -936 -0.2%
NSAM
80
North Star Asset Management
Wisconsin
$9.34M +$261K +12,902 +3%
AWM
81
AE Wealth Management
Kansas
$9.3M +$922K +45,522 +11%
TWM
82
Tradition Wealth Management
Minnesota
$9.21M +$111K +5,482 +1%
BCMO
83
Buckingham Capital Management (Ohio)
Ohio
$9M +$261K +12,888 +3%
OWM
84
Orgel Wealth Management
Wisconsin
$8.98M +$322K +15,914 +4%
FA
85
FDx Advisors
Illinois
$8.86M +$192K +9,488 +2%
CA
86
CoreCap Advisors
Michigan
$8.78M +$8.32M +410,738 +1,818%
Truist Financial
87
Truist Financial
North Carolina
$8.77M -$205K -10,136 -2%
SFP
88
Sweet Financial Partners
Minnesota
$8.74M +$239K +11,790 +3%
BSW
89
Buckingham Strategic Wealth
Missouri
$8.49M +$406K +20,064 +5%
JIC
90
Johnson Investment Counsel
Ohio
$8.32M +$425K +20,968 +5%
PSP
91
Pacific Sage Partners
Washington
$8.26M +$8.26M +407,798 New
AAIM
92
Asset Advisors Investment Management
Georgia
$8.24M -$1.65M -81,508 -17%
RA
93
Riversedge Advisors
Delaware
$8.1M +$207K +10,226 +3%
SWRP
94
Summit Wealth & Retirement Planning
California
$8.04M -$693K -34,220 -8%
MSFS
95
Main Street Financial Solutions
Pennsylvania
$7.95M +$174K +8,574 +2%
EWM
96
Empirical Wealth Management
Washington
$7.92M -$45.9K -2,268 -0.6%
BFG
97
Berger Financial Group
Minnesota
$7.89M +$93.9K +4,638 +1%
FWM
98
ForthRight Wealth Management
Georgia
$7.89M +$253K +12,470 +3%
SJIM
99
St. Johns Investment Management
Florida
$7.76M +$98.8K +4,876 +1%
AP
100
Appleton Partners
Massachusetts
$7.7M +$154K +7,602 +2%
2 3
4
5 6