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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 %
PRS
351
Pinkerton Retirement Specialists
Idaho
$1.12M -$24.1K -1,276 -2%
DWT
352
Dorsey & Whitney Trust
South Dakota
$1.12M +$472K +24,962 +73%
AWA
353
Arete Wealth Advisors
Illinois
$1.11M +$355K +18,774 +47%
FBB
354
Fulton Breakefield Broenniman
Maryland
$1.11M -$29.3K -1,550 -3%
CAP
355
Columbia Advisory Partners
Washington
$1.11M -$348K -18,406 -24%
CWM
356
Campbell Wealth Management
Virginia
$1.11M +$462K +24,452 +71%
NIM
357
Nicollet Investment Management
Minnesota
$1.11M – – –
DAS
358
Dynamic Advisor Solutions
Arizona
$1.09M -$57.9K -3,062 -5%
GWM
359
Greenhouse Wealth Management
Connecticut
$1.09M +$3.06K +162 +0.3%
OFG
360
Omega Financial Group
California
$1.09M -$136K -7,194 -11%
JCIA
361
Jackson Creek Investment Advisors
Colorado
$1.07M +$109K +5,784 +11%
SWP
362
Stratos Wealth Partners
Ohio
$1.06M -$32.6K -1,726 -3%
CA
363
Cambridge Advisors
Nebraska
$1.06M +$7.26K +384 +0.7%
William Blair & Company
364
William Blair & Company
Illinois
$1.05M +$235K +12,430 +29%
LWM
365
Laidlaw Wealth Management
New York
$1.05M -$6.66K -352 -0.6%
IWMA
366
Ironwood Wealth Management (Arizona)
Arizona
$1.04M – – –
SWA
367
Stratos Wealth Advisors
Ohio
$1.04M -$8.39K -444 -0.8%
CAL
368
Capital Analysts LLC
Pennsylvania
$1.03M +$154K +8,156 +18%
PCWA
369
Pacific Capital Wealth Advisors
California
$1.02M -$769K -40,652 -43%
BI
370
Berkeley Inc
Idaho
$1.02M -$31.1K -1,646 -3%
BWM
371
Boyd Wealth Management
California
$1.01M +$85.1K +4,502 +9%
LCM
372
Liberty Capital Management
Michigan
$1M -$8.66K -458 -0.9%
FCM
373
Firestone Capital Management
Florida
$1M +$52.3K +2,766 +6%
PCM
374
Passive Capital Management
Maryland
$997K +$38.1K +2,016 +4%
PWMAG
375
Pinnacle Wealth Management Advisory Group
New Jersey
$992K -$718 -38 -0.1%
13 14
15
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