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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 %
CG
451
Colony Group
Massachusetts
$627K -$25.9K -1,372 -4%
CWM
452
Cabot Wealth Management
Massachusetts
$619K -$149K -7,904 -19%
CHJWM
453
Carlton Hofferkamp & Jenks Wealth Management
Texas
$614K +$26.8K +1,354 +5%
IFA
454
Index Fund Advisors
California
$611K +$1.62K +86 +0.3%
MIAN
455
Mariner Independent Advisor Network
Kansas
$610K +$18.5K +980 +3%
BWM
456
Blossom Wealth Management
California
$607K -$454 -24 -0.1%
BF
457
BOK Financial
Oklahoma
$606K +$4.35K +230 +0.7%
PSF
458
Pacific Sun Financial
California
$604K -$3.78K -200 -0.6%
GWA
459
GGM Wealth Advisors
Maryland
$604K +$5.1K +250 +0.9%
PAM
460
Pegasus Asset Management
New York
$603K -$56.7K -3,000 -9%
SIC
461
Sigma Investment Counselors
Michigan
$602K +$37.6K +1,988 +7%
BCM
462
Brookstone Capital Management
Illinois
$600K -$6.6K -344 -1%
Chevy Chase Trust
463
Chevy Chase Trust
Maryland
$585K -$42.1K -2,230 -7%
OPS
464
Orion Portfolio Solutions
Nebraska
$583K +$70.5K +3,732 +14%
EK
465
Evensky & Katz
Florida
$582K -$18.8K -994 -3%
PNC Financial Services Group
466
PNC Financial Services Group
Pennsylvania
$581K +$39.3K +2,078 +7%
EVM
467
Eaton Vance Management
Massachusetts
$579K -$7.68K -406 -1%
MMA
468
Miracle Mile Advisors
California
$578K +$2K +106 +0.3%
AWS
469
Atria Wealth Solutions
New York
$575K -$238K -12,586 -29%
WWM
470
Western Wealth Management
Colorado
$571K +$236K +11,976 +70%
YWP
471
YorkBridge Wealth Partners
New York
$570K -$78.4K -4,148 -12%
CGA
472
Crescent Grove Advisors
Illinois
$567K +$567K +30,000 New
Renaissance Technologies
473
Renaissance Technologies
New York
$559K -$128K -6,800 -19%
APG
474
Abacus Planning Group
South Carolina
$559K -$13.6K -718 -2%
ACI
475
Alpha Cubed Investments
California
$557K -$2.04K -108 -0.4%
17 18
19
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