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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 %
ZF
401
Zhang Financial
Michigan
$861K +$1.51K +80 +0.2%
MG
402
MilWealth Group
Wisconsin
$858K -$764K -40,408 -47%
MCM
403
Mitchell Capital Management
Kansas
$857K -$2.99K -158 -0.3%
BCM
404
Boltwood Capital Management
California
$855K +$64.2K +3,396 +8%
KWM
405
Kingsview Wealth Management
Oregon
$846K -$38.7K -2,046 -4%
CAM
406
Cozad Asset Management
Illinois
$839K -$9.83K -520 -1%
CC
407
Callan Capital
California
$826K -$58.9K -3,116 -7%
WIC
408
Woodmont Investment Counsel
Tennessee
$825K +$5.06K +268 +0.6%
RC
409
Roundview Capital
New Jersey
$820K +$5.82K +308 +0.7%
FNBT
410
FineMark National Bank & Trust
Florida
$818K -$9K -476 -1%
CAG
411
Csenge Advisory Group
Florida
$799K +$95.5K +5,054 +14%
IF
412
Ironwood Financial
Arizona
$796K -$53.3K -2,820 -6%
CWM
413
Cedar Wealth Management
California
$792K +$90.7K +4,796 +13%
CAAM
414
Cornerstone Advisors Asset Management
Pennsylvania
$789K +$67.9K +3,594 +9%
BAM
415
Belpointe Asset Management
Nevada
$789K -$13.3K -702 -2%
PSIWM
416
Paradigm Strategies in Wealth Management
Minnesota
$788K -$58.5K -3,094 -7%
WWP
417
WR Wealth Planners
Missouri
$785K -$42.8K -2,264 -5%
EAM
418
Evanson Asset Management
California
$785K -$6.13K -324 -0.8%
BI
419
Blooom Inc
Kansas
$784K +$35.8K +1,802 +5%
MLA
420
My Legacy Advisors
Oregon
$783K -$321K -16,770 -29%
OCG
421
Opus Capital Group
Ohio
$779K -$17.5K -928 -2%
FWP
422
FAS Wealth Partners
Kansas
$774K -$12.2K -644 -2%
CFO
423
CVA Family Office
Colorado
$764K -$234K -12,380 -23%
KJWM
424
Kiley Juergens Wealth Management
Washington
$761K -$125K -6,638 -14%
TCM
425
Twele Capital Management
Minnesota
$756K +$14.5K +766 +2%
15 16
17
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