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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 %
OFS
426
Oldfather Financial Services
Nebraska
$749K +$16.2K +856 +2%
CF
427
Centaurus Financial
California
$741K -$25.5K -1,350 -3%
ASN
428
Advisory Services Network
Georgia
$738K -$34.9K -1,848 -5%
WBCM
429
Wilson & Boucher Capital Management
California
$738K +$9.03K +478 +1%
SAF
430
Smith Anglin Financial
Texas
$737K -$79.7K -4,214 -10%
HGWM
431
Horst & Graben Wealth Management
Oregon
$727K -$824K -43,590 -53%
NCM
432
Northwest Capital Management
Oregon
$724K -$388K -20,566 -35%
MW
433
MBL Wealth
North Carolina
$722K +$722K +38,202 New
LGWM
434
Litman Gregory Wealth Management
California
$718K -$188K -9,958 -21%
SIMM
435
Stillwater Investment Management (Minnesota)
Minnesota
$718K +$3.33K +176 +0.5%
IFS
436
Ifrah Financial Services
Arkansas
$712K +$5.03K +266 +0.7%
GFP
437
Guardian Financial Partners
California
$705K +$27.2K +1,438 +4%
FSWA
438
Financial Synergies Wealth Advisors
Texas
$701K -$416 -22 -0.1%
WIM
439
WealthPlan Investment Management
Nebraska
$695K +$695K +33,570 New
SAM
440
S.A. Mason
Michigan
$688K -$945 -50 -0.1%
WT
441
Whittier Trust
California
$681K +$1.1K +58 +0.2%
CCG
442
Coastwise Capital Group
California
$680K +$5.03K +266 +0.7%
WP
443
WealthSource Partners
California
$672K +$25.5K +1,348 +4%
BFA
444
Beaumont Financial Advisors
Massachusetts
$655K +$655K +34,658 New
PFC
445
Phocas Financial Corp
California
$649K -$3.63K -192 -0.6%
JAG
446
Journey Advisory Group
Kentucky
$649K +$416 +22 +0.1%
AIM
447
Acropolis Investment Management
Missouri
$637K -$4.16K -220 -0.6%
JWS
448
Juncture Wealth Strategies
Arizona
$635K -$193K -10,214 -23%
OCM
449
One Capital Management
California
$635K -$37.9K -2,006 -6%
Jane Street
450
Jane Street
New York
$628K +$628K +33,204 New
16 17
18
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