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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 %
ULWM
251
Upper Left Wealth Management
Florida
$2.15M +$85.6K +4,414 +4%
AOWM
252
Alpha Omega Wealth Management
Virginia
$2.14M -$30.7K -1,624 -1%
JJBC
253
James J. Burns & Company
New York
$2.14M +$2.14M +113,172 New
SB
254
Strategic Blueprint
Georgia
$2.13M -$1.15M -60,600 -35%
SWM
255
SeaCrest Wealth Management
New York
$2.13M +$38.8K +2,052 +2%
HG
256
Harbor Group
New Hampshire
$2.13M +$60.1K +3,180 +3%
BRWA
257
B. Riley Wealth Advisors
Florida
$2.12M +$1.08M +57,012 +104%
SAM
258
Smithbridge Asset Management
Pennsylvania
$2.1M -$842K -44,558 -29%
TSWM
259
Triangle Securities Wealth Management
North Carolina
$2.1M +$380K +20,112 +22%
NCM
260
Next Capital Management
New York
$2.1M -$62.7K -3,320 -3%
TRCT
261
Tower Research Capital (TRC)
New York
$2.1M +$1.92M +101,402 +1,075%
CCA
262
Cobblestone Capital Advisors
New York
$2.08M -$380K -20,096 -15%
RJA
263
Raymond James & Associates
Florida
$2.08M -$1.46M -77,150 -41%
IRC
264
Investors Research Corp
Georgia
$2.06M -$3.86K -204 -0.2%
LCM
265
Leisure Capital Management
California
$2.05M +$5.9K +312 +0.3%
ACM
266
Anfield Capital Management
California
$2.03M +$20.5K +1,084 +1%
PA
267
Pinnacle Associates
New York
$2.03M -$99K -5,238 -5%
BC
268
Bartlett & Co
Ohio
$2.03M +$213K +11,252 +12%
BCWM
269
Bartlett & Co Wealth Management
Ohio
$2.03M +$213K +11,252 +12%
FIA
270
Foundations Investment Advisors
Arizona
$2.03M -$1.4K -74 -0.1%
JPLA
271
Joseph P. Lucia & Associates
New York
$1.98M -$9.83K -520 -0.5%
CIP
272
Capital Insight Partners
Arizona
$1.93M -$44.7K -2,366 -2%
FCA
273
FLC Capital Advisors
California
$1.93M -$282K -14,914 -13%
AWM
274
Apollon Wealth Management
South Carolina
$1.93M +$74.7K +3,952 +4%
CHA
275
Cooper/Haims Advisors
New York
$1.84M -$32.4K -1,714 -2%
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