SCHA icon

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 %
BIA
501
Bigelow Investment Advisors
Maine
$510K -$14K -740 -3%
GIA
502
GHP Investment Advisors
Colorado
$503K -$8.17K -432 -2%
EWM
503
Evermay Wealth Management
Virginia
$503K +$32.1K +1,700 +7%
AO
504
Advisor OS
Illinois
$502K – – –
SBIA
505
Sheaff Brock Investment Advisors
Indiana
$501K – – –
WIA
506
World Investment Advisors
California
$490K +$983 +52 +0.2%
AFA
507
American Financial Advisors
Georgia
$490K +$11.5K +606 +2%
VFA
508
Valeo Financial Advisors
Indiana
$484K -$378 -20 -0.1%
WCFA
509
Walkner Condon Financial Advisors
Wisconsin
$484K +$17.7K +936 +4%
CI
510
Cordant Inc
Oregon
$484K +$375K +19,824 +344%
CCM
511
Condor Capital Management
New Jersey
$481K -$32.5K -1,722 -6%
SFO
512
Stokes Family Office
Louisiana
$478K +$1.36K +72 +0.3%
DP
513
DDD Partners
Washington
$475K +$22.7K +1,200 +5%
BlackRock
514
BlackRock
New York
$474K -$168K -8,894 -26%
DBRC
515
D.B. Root & Company
Pennsylvania
$473K -$55.7K -2,946 -11%
AWE
516
Avidian Wealth Enterprises
Texas
$469K -$519K -27,494 -53%
LFA
517
Landmark Financial Advisors
Kentucky
$468K -$22.7K -1,204 -5%
BO
518
BRR OpCo
Ohio
$465K +$47.8K +2,530 +11%
CIR
519
Clear Investment Research
Georgia
$462K – – –
CA
520
Capital Advantage
California
$459K +$2.15K +114 +0.5%
US Bancorp
521
US Bancorp
Minnesota
$459K +$64.4K +3,406 +16%
JC
522
Jentner Corp
Ohio
$457K -$5.14K -272 -1%
MPM
523
Meritage Portfolio Management
Kansas
$457K – – –
FLPIM
524
F.L. Putnam Investment Management
Massachusetts
$457K +$83K +4,394 +22%
CIC
525
Carnegie Investment Counsel
Ohio
$451K +$67.9K +3,594 +18%
19 20
21
22 23