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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 %
HA
276
HC Advisors
Georgia
$1.83M +$40.4K +2,138 +2%
BWFA
277
Baltimore-Washington Financial Advisors
Maryland
$1.81M +$1.81M +23,380 New
BP
278
Broadleaf Partners
Ohio
$1.76M -$12.9K -684 -0.7%
JWA
279
JFS Wealth Advisors
Pennsylvania
$1.74M +$11.6K +616 +0.7%
IWM
280
IHT Wealth Management
Illinois
$1.74M +$1.74M +91,818 New
DW
281
Domani Wealth
Pennsylvania
$1.73M -$104K -5,508 -6%
PFM
282
Phillips Financial Management
Indiana
$1.72M -$9.22K -488 -0.5%
ML
283
McAdam LLC
Pennsylvania
$1.72M -$18.1K -958 -1%
WP
284
WealthShield Partners
North Carolina
$1.7M +$112K +5,920 +7%
Wealthfront Advisers
285
Wealthfront Advisers
California
$1.69M +$517K +27,338 +44%
VBWMG
286
Von Berge Wealth Management Group
California
$1.69M +$107K +5,568 +7%
TDWM
287
Topel & Distasi Wealth Management
California
$1.67M – – –
HWMG
288
Hurlow Wealth Management Group
Indiana
$1.67M +$411K +21,736 +33%
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
$1.66M +$163K +8,616 +11%
BAM
290
Berkshire Asset Management
Pennsylvania
$1.66M +$4.04K +214 +0.2%
SIG
291
Spinnaker Investment Group
California
$1.64M +$256K +13,316 +18%
LF
292
Lee Financial
Texas
$1.64M +$306K +16,192 +23%
OPWM
293
Oakwell Private Wealth Management
Texas
$1.63M +$695K +36,780 +74%
SBH
294
Segall Bryant & Hamill
Illinois
$1.62M -$303K -16,014 -16%
DWMG
295
DB Wealth Management Group
California
$1.62M -$166K -8,762 -9%
RWA
296
Rainsberger Wealth Advisors
Colorado
$1.62M +$32.7K +1,732 +2%
SIA
297
Sage Investment Advisers
New York
$1.61M +$400K +21,160 +33%
Fidelity Investments
298
Fidelity Investments
Massachusetts
$1.6M +$164K +8,658 +11%
VCM
299
Vivaldi Capital Management
Illinois
$1.6M +$123K +6,348 +8%
WF
300
Whelan Financial
California
$1.59M -$664K -35,156 -29%
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