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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 %
AG
476
Appleton Group
Wisconsin
$556K -$47.7K -2,524 -8%
AWA
477
Acorn Wealth Advisors
Michigan
$556K -$27.9K -1,474 -5%
FHB
478
First Hawaiian Bank
Hawaii
$552K -$2.31K -122 -0.4%
CAMG
479
CWA Asset Management Group
Florida
$550K -$31.5K -1,664 -5%
HCM
480
Hengehold Capital Management
Ohio
$550K +$155K +8,174 +39%
WP
481
WMS Partners
Maryland
$550K +$550K +29,096 New
ICG
482
InterOcean Capital Group
Tennessee
$544K -$246K -13,044 -31%
BA
483
Bristlecone Advisors
Washington
$543K -$34K -1,800 -6%
BA
484
Bridgewater Advisors
New York
$542K -$14.2K -750 -3%
JWBC
485
John W. Brooker & Co
California
$539K +$681 +36 +0.1%
SP
486
SWS Partners
Ohio
$538K +$538K +28,452 New
CAG
487
Curtis Advisory Group
California
$535K -$31.8K -1,686 -6%
FANJ
488
Financial Architects (New Jersey)
New Jersey
$535K +$535K +28,328 New
FC
489
FCA Corp
Texas
$533K +$946 +50 +0.2%
BPM
490
Bowling Portfolio Management
Ohio
$528K +$1.59K +84 +0.3%
APSI
491
Asset Planning Services Inc
Louisiana
$526K -$17K -900 -3%
MCC
492
Money Concepts Capital
Florida
$524K -$15.9K -842 -3%
DTC
493
Davidson Trust Company
Washington
$523K – – –
BDFN
494
Bond & Devick Financial Network
Minnesota
$522K – – –
AIM
495
Avity Investment Management
Connecticut
$521K – – –
GDP
496
Great Diamond Partners
Maine
$517K +$4.87K +258 +1%
BBA
497
BLB&B Advisors
Pennsylvania
$515K +$58.9K +3,120 +13%
Carson Wealth (CWM LLC)
498
Carson Wealth (CWM LLC)
Nebraska
$514K +$52.8K +2,792 +11%
MFG
499
Merit Financial Group
Georgia
$512K +$4.54K +240 +0.9%
EH
500
Equitable Holdings
New York
$511K +$19.8K +1,048 +4%
18 19
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