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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

865 hedge funds and large institutions have $7.24B invested in Schwab U.S Small- Cap ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 365 increasing their positions, 338 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
-14
Holders Change %
-1.59%
% of All Funds
14.96%
Holding in Top 10
70
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.06%
% of All Funds
1.21%
New
47
Increased
365
Reduced
338
Closed
51
Calls
$1.76M
Puts
$348K
Net Calls
+$1.41M
Net Calls Change
-$580K

Top Buyers

1
UBS AM
UBS AM
Illinois
+$88.7M
2
Goldman Sachs
Goldman Sachs
New York
+$33.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$23.5M
5
Morgan Stanley
Morgan Stanley
New York
+$23.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$412M
2
CSIA
Charles Schwab Investment Advisory
California
-$72.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$22.6M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$11.1M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$7.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
226
Tortoise Investment Management
New York
$2.49M +$447K +23,634 +22%
SF
227
Safeguard Financial
Wisconsin
$2.46M +$231K +12,200 +10%
OF
228
Outfitter Financial
Maine
$2.45M +$57.3K +3,030 +2%
DWM
229
Destination Wealth Management
California
$2.45M -$703K -37,200 -22%
EFG
230
Everhart Financial Group
Ohio
$2.41M +$12.9K +680 +0.5%
CFG
231
Citizens Financial Group
Rhode Island
$2.41M +$168K +8,904 +8%
GAM
232
Garrison Asset Management
Arkansas
$2.41M +$907 +48 +0%
MWA
233
Martel Wealth Advisors
Washington
$2.41M -$491K -25,962 -17%
PWM
234
Perigon Wealth Management
California
$2.39M +$65.8K +3,480 +3%
MSWMA
235
Market Street Wealth Management Advisors
Indiana
$2.34M -$564K -29,832 -19%
EW
236
Element Wealth
Mississippi
$2.32M -$11.8K -622 -0.5%
CHA
237
Carmichael Hill & Associates
Maryland
$2.31M +$30.6K +1,620 +1%
FCM
238
Fortis Capital Management
Washington
$2.3M +$438K +23,172 +24%
BCM
239
Barden Capital Management
Texas
$2.29M +$60.9K +3,220 +3%
ECM
240
Evergreen Capital Management
Washington
$2.28M +$2.15K +114 +0.1%
CIC
241
Cutler Investment Counsel
Oregon
$2.26M +$115K +6,088 +5%
Cetera Investment Advisers
242
Cetera Investment Advisers
Illinois
$2.25M -$1.3M -68,662 -37%
HSA
243
HBK Sorce Advisory
Pennsylvania
$2.25M -$11.1K -588 -0.5%
AIM
244
Anchor Investment Management
South Carolina
$2.24M +$326K +17,268 +17%
BP
245
BCK Partners
New York
$2.22M +$980K +51,878 +79%
MWP
246
Moller Wealth Partners
$2.21M +$301K +15,910 +16%
GWM
247
GSB Wealth Management
Connecticut
$2.21M -$40.1K -2,124 -2%
CA
248
Continuum Advisory
Idaho
$2.18M +$32.1K +1,700 +1%
AIS
249
American Investment Services
Massachusetts
$2.16M +$7.49K +396 +0.3%
PFT
250
Providence First Trust
Arizona
$2.15M -$159K -8,416 -7%
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