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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 %
DP
126
Denver PWM
Colorado
$6.3M -$97.3K -4,804 -2%
JF
127
Joule Financial
Kentucky
$6.29M +$677K +33,444 +12%
AIM
128
Athena Investment Management
California
$6.29M +$126K +6,196 +2%
HWM
129
HB Wealth Management
Georgia
$6.2M +$289K +14,270 +5%
MFC
130
Morris Financial Concepts
South Carolina
$6.19M +$170K +8,410 +3%
CAM
131
Cresset Asset Management
Illinois
$6.18M +$2.49M +125,862 +67%
GC
132
Garde Capital
Washington
$6.16M -$266K -13,154 -4%
SA
133
Scarborough Advisors
Maryland
$6.16M -$1M -49,382 -14%
ADL
134
Asset Dedication LLC
California
$6.02M -$7.66K -378 -0.1%
AMG
135
Asset Management Group
Connecticut
$5.96M +$14.2K +702 +0.2%
CMP
136
Courage Miller Partners
Virginia
$5.86M +$235K +11,606 +4%
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$5.63M +$81.2K +4,010 +1%
CP
138
Capital Planning
Washington
$5.62M +$5.62M +277,492 New
PCM
139
Palouse Capital Management
Washington
$5.6M +$5.6M +11,640 New
BDF
140
Black Diamond Financial
Maryland
$5.59M +$128K +6,314 +2%
TYCC
141
Texas Yale Capital Corp
Florida
$5.54M +$383K +18,922 +7%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$5.47M -$687K -33,900 -11%
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$5.46M +$5.33M +263,340 +4,380%
KCPG
144
Kavar Capital Partners Group
Kansas
$5.45M -$95.3K -4,706 -2%
AIA
145
Armor Investment Advisors
North Carolina
$5.41M +$584K +28,814 +12%
WTC
146
WhitTier Trust Company
Nevada
$5.33M +$1.2M +59,238 +29%
DB
147
Dravo Bay
Delaware
$5.16M +$280K +13,834 +6%
CPIG
148
Chicago Partners Investment Group
Illinois
$5.12M +$1.7M +74,584 +50%
CAN
149
Cetera Advisor Networks
California
$5.09M -$546K -26,968 -10%
SBL
150
Sargent Bickham Lagudis
Colorado
$5.08M -$675K -33,330 -12%
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