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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 %
PAI
201
Pittenger & Anderson Inc
Nebraska
$3.56M +$81.9K +4,044 +2%
SFMG
202
Sage Financial Management Group
Virginia
$3.51M +$204K +10,082 +6%
CB
203
Community Bank
New York
$3.47M +$55.2K +2,724 +2%
MWM
204
Mission Wealth Management
California
$3.45M -$54.2K -2,676 -2%
C
205
CEDRUS
Colorado
$3.43M +$360K +17,764 +12%
RRC
206
Relaxing Retirement Coach
Massachusetts
$3.41M -$2.67K -132 -0.1%
PFWA
207
Paces Ferry Wealth Advisors
Georgia
$3.36M -$193K -9,532 -5%
CCM
208
Chilton Capital Management
Texas
$3.34M -$79.5K -3,924 -2%
IWMA
209
Ironwood Wealth Management (Arizona)
Arizona
$3.32M +$2.24M +110,550 +207%
DWM
210
Destination Wealth Management
California
$3.32M +$700K +34,552 +27%
CCWA
211
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.32M +$3.32M +163,834 New
FTS
212
Fifth Third Securities
Ohio
$3.29M +$104K +5,140 +3%
YIA
213
YHB Investment Advisors
Connecticut
$3.26M -$49.9K -2,464 -2%
CFA
214
Cahill Financial Advisors
Minnesota
$3.24M -$820K -40,490 -20%
LPIC
215
LeJeune Puetz Investment Counsel
Michigan
$3.18M +$1.9K +94 +0.1%
NF
216
Nikulski Financial
Iowa
$3.16M +$88.1K +4,350 +3%
FCM
217
Fortis Capital Management
Washington
$3.15M +$693K +34,236 +28%
CWM
218
Chesapeake Wealth Management
Virginia
$3.12M +$15K +742 +0.5%
TFF
219
The Family Firm
Maryland
$3.08M +$15.8K +780 +0.5%
ECM
220
Evergreen Capital Management
Washington
$3.07M +$631K +31,136 +26%
SF
221
Safeguard Financial
Wisconsin
$3.06M +$422K +20,808 +16%
MS
222
Madden Securities
Texas
$3.05M +$1.48M +72,832 +94%
LIM
223
Leavell Investment Management
Alabama
$2.99M -$1.5K -74 -0.1%
PFM
224
Parsec Financial Management
North Carolina
$2.97M +$44.8K +2,212 +2%
PWA
225
Providence Wealth Advisors
Illinois
$2.96M -$76.3K -3,774 -3%
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