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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 %
B
301
Brightworth
Georgia
$1.57M -$80K -4,236 -5%
LBC
302
Lowe Brockenbrough & Co
Virginia
$1.57M -$95.7K -5,064 -6%
B
303
Bailard
California
$1.57M -$48K -2,540 -3%
RSWM
304
Robertson Stephens Wealth Management
California
$1.55M +$950K +50,266 +158%
PGFC
305
Peapack-Gladstone Financial Corp
New Jersey
$1.54M +$57.5K +3,042 +4%
CFS
306
CRA Financial Services
New Jersey
$1.53M -$15.8K -838 -1%
CBFP
307
Cedar Brook Financial Partners
Ohio
$1.52M -$6.24K -330 -0.4%
Lido Advisors
308
Lido Advisors
California
$1.52M -$23.2K -1,108 -1%
WPA
309
West Paces Advisors
Georgia
$1.49M -$840K -44,446 -36%
SDWMA
310
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.49M -$44.6K -2,360 -3%
HI
311
Harbour Investments
Wisconsin
$1.49M – – –
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$1.47M +$870 +46 +0.1%
MS
313
Madden Securities
Texas
$1.47M +$95.4K +5,048 +7%
CF
314
Cantor Fitzgerald
New York
$1.44M +$382K +20,232 +36%
LHEI
315
Leo H. Evart Inc
California
$1.44M +$4.46K +236 +0.3%
RDIA
316
RE Dickinson Investment Advisors
Iowa
$1.44M -$236K -12,508 -14%
AAS
317
Ameritas Advisory Services
Nebraska
$1.43M +$445K +23,526 +45%
GW
318
GW & Wade
Massachusetts
$1.42M -$701K -37,110 -33%
EWM
319
Elmwood Wealth Management
California
$1.41M -$76K -4,018 -5%
AF
320
Allworth Financial
California
$1.4M +$467K +24,712 +50%
MCM
321
Mainstay Capital Management
Michigan
$1.37M – – –
PA
322
PFG Advisors
Arizona
$1.36M +$1.36M +71,990 New
SFG
323
Sunburst Financial Group
Alabama
$1.35M -$98.2K -5,196 -7%
GRP
324
Global Retirement Partners
California
$1.34M +$139K +6,642 +12%
BAM
325
Baldrige Asset Management
Pennsylvania
$1.34M +$26.1K +1,382 +2%
11 12
13
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