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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 %
AFAS
376
Acorn Financial Advisory Services
Virginia
$991K +$198K +10,494 +25%
RPG
377
Resource Planning Group
Georgia
$981K -$6.27K -332 -0.6%
SHJ
378
Sharkey, Howes & Javer
Colorado
$958K -$183K -9,696 -16%
IDA
379
Intelligence Driven Advisers
California
$949K +$251K +12,574 +36%
GIA
380
Gladstone Institutional Advisory
Florida
$946K -$35.9K -1,902 -4%
MCM
381
Mengis Capital Management
Oregon
$942K -$272K -14,384 -22%
SPFA
382
Summit Place Financial Advisors
New Jersey
$942K -$84.7K -4,480 -8%
AWM
383
Abound Wealth Management
Tennessee
$942K -$88.6K -4,686 -9%
MMHP
384
Murphy Middleton Hinkle & Parker
Georgia
$935K -$38.9K -2,056 -4%
NGA
385
Naples Global Advisors
Florida
$922K +$5.59K +296 +0.6%
CA
386
Cetera Advisors
Colorado
$922K +$120K +6,322 +15%
GC
387
Grimes & Company
Massachusetts
$921K +$70.1K +3,708 +8%
ACG
388
Allen Capital Group
Nebraska
$914K +$19.3K +1,020 +2%
AWM
389
Aspire Wealth Management
Massachusetts
$912K +$31.2K +1,650 +4%
ACM
390
Advisors Capital Management
New Jersey
$908K +$664K +31,188 +273%
PWW
391
Pettyjohn Wood & White
Virginia
$904K +$756 +40 +0.1%
LFA
392
Laraway Financial Advisors
Minnesota
$902K +$6.5K +340 +0.7%
SG
393
StoneX Group
New York
$901K -$121K -6,378 -12%
OC
394
Oarsman Capital
Wisconsin
$900K -$120K -6,324 -12%
TWM
395
Thrive Wealth Management
Pennsylvania
$895K -$431K -22,808 -33%
SSWM
396
Sheets Smith Wealth Management
North Carolina
$885K -$642 -34 -0.1%
SFG
397
SNS Financial Group
Minnesota
$882K -$24.5K -1,298 -3%
KAS
398
Kestra Advisory Services
Texas
$868K -$3.55M -187,778 -80%
GCA
399
Gradient Capital Advisors
California
$863K -$189 -10 -0%
WCWM
400
Wooster Corthell Wealth Management
Connecticut
$862K -$39K -2,062 -4%
14 15
16
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