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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 %
AIA
326
Arcadia Investment Advisors
Idaho
$1.34M +$38.9K +2,060 +3%
BJL
327
Brighton Jones LLC
Washington
$1.34M +$73.5K +3,890 +6%
QCG
328
Quadrant Capital Group
Ohio
$1.33M +$222K +11,740 +20%
PWA
329
Pillar Wealth Advisors
Pennsylvania
$1.33M +$22.9K +1,212 +2%
DSC
330
Duncker Streett & Co
Missouri
$1.33M -$11.1K -588 -0.8%
FG
331
Foster Group
Iowa
$1.33M +$79.6K +4,208 +6%
JGCM
332
Joseph Group Capital Management
Ohio
$1.32M -$44.7K -2,364 -3%
PCMC
333
Private Capital Management (Colorado)
Colorado
$1.3M -$634K -33,530 -33%
SA
334
Shilanski & Associates
Alaska
$1.3M +$1.3M +68,844 New
CMBA
335
C.M. Bidwell & Associates
Hawaii
$1.3M -$120K -6,336 -8%
AAS
336
Avantax Advisory Services
Texas
$1.27M -$89.1K -4,712 -7%
MA
337
Mutual Advisors
Nebraska
$1.26M -$310K -16,418 -20%
JPG
338
Jordan Park Group
California
$1.26M -$450K -23,826 -26%
CFO
339
Collective Family Office
Pennsylvania
$1.25M -$629K -33,298 -34%
PAM
340
Palisade Asset Management
Minnesota
$1.24M – – –
AIM
341
Aspen Investment Management
Michigan
$1.23M +$2.38K +126 +0.2%
SLT
342
St Louis Trust
Missouri
$1.22M -$5.5M -123,582 -82%
WCM
343
Wisconsin Capital Management
Wisconsin
$1.21M – – –
SAM
344
Summit Asset Management
Tennessee
$1.2M -$12.3K -650 -1%
LC
345
LTG Capital
Massachusetts
$1.18M -$50.2K -2,658 -4%
ISWM
346
Independent Solutions Wealth Management
New York
$1.18M +$27.3K +1,442 +2%
BWL
347
Bogart Wealth LLC
Virginia
$1.17M +$94.8K +5,016 +9%
APA
348
American Portfolios Advisors
New York
$1.15M +$261K +13,804 +29%
AWM
349
Avior Wealth Management
Nebraska
$1.14M -$56.1K -2,970 -5%
PA
350
Parallel Advisors
California
$1.13M -$195K -10,342 -15%
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