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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 %
CWA
151
Consilium Wealth Advisory
Texas
$5.06M +$503K +24,844 +11%
NRI
152
NFP Retirement Inc
California
$5.03M +$1.09M +53,700 +28%
IAN
153
Integrated Advisors Network
Texas
$5M +$170K +8,396 +4%
HP
154
Hilltop Partners
Indiana
$4.98M +$4.98M +245,770 New
GG
155
Gleason Group
Kentucky
$4.97M +$4.92M +242,962 +10,656%
BIA
156
Bell Investment Advisors
California
$4.95M +$364K +17,970 +8%
BBPWM
157
Blue Bell Private Wealth Management
Pennsylvania
$4.94M -$246K -12,138 -5%
BWM
158
BCS Wealth Management
Tennessee
$4.94M +$783K +38,646 +19%
MTIC
159
Missouri Trust & Investment Company
Missouri
$4.92M +$244K +12,062 +5%
SWA
160
Sightline Wealth Advisors
Connecticut
$4.91M +$132K +6,498 +3%
MCM
161
MAI Capital Management
Ohio
$4.74M -$59.1K -2,920 -1%
SFA
162
Seneca Financial Advisors
New York
$4.73M -$1.42M -70,138 -23%
GSIS
163
Global Strategic Investment Solutions
Arizona
$4.69M +$1.16M +57,222 +33%
HSA
164
HBK Sorce Advisory
Pennsylvania
$4.64M +$2.23M +110,026 +92%
SWM
165
Sculati Wealth Management
Michigan
$4.64M +$22.7K +1,120 +0.5%
YAL
166
Your Advocates Ltd
Texas
$4.62M +$1.5M +74,110 +48%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$4.6M +$1.54M +76,256 +51%
GCP
168
Gill Capital Partners
Colorado
$4.52M +$264K +13,016 +6%
FF
169
Friedenthal Financial
New Jersey
$4.51M -$3.85K -190 -0.1%
SWA
170
Sutton Wealth Advisors
Florida
$4.48M -$40.6K -2,006 -0.9%
VA
171
Valmark Advisers
Ohio
$4.45M -$172K -8,516 -4%
CWA
172
Carolina Wealth Advisors
South Carolina
$4.43M -$30.5K -1,508 -0.7%
Royal Bank of Canada
173
Royal Bank of Canada
Ontario, Canada
$4.42M -$420K -20,728 -9%
BAMG
174
Brand Asset Management Group
Missouri
$4.42M +$169K +8,366 +4%
AFP
175
Ausdal Financial Partners
Iowa
$4.42M +$782K +38,606 +21%
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