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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 %
LTL
526
Lowery Thomas LLC
California
$451K +$210K +11,078 +87%
PFGIA
527
Patriot Financial Group Insurance Agency
Massachusetts
$442K -$386K -20,424 -47%
ACMA
528
Arbor Capital Management (Alaska)
Alaska
$441K -$23.8K -1,190 -5%
TF
529
TIAA FSB
Florida
$441K +$41.1K +2,178 +10%
KFS
530
Kaizen Financial Strategies
California
$440K -$120K -6,326 -21%
FAG
531
Fortitude Advisory Group
Washington
$437K -$2.8K -148 -0.6%
Bank of New York Mellon
532
Bank of New York Mellon
New York
$437K +$57.4K +3,034 +15%
PCM
533
Parsons Capital Management
Rhode Island
$435K +$17.7K +936 +4%
CA
534
CoreCap Advisors
Michigan
$427K -$49.9K -2,642 -10%
CWA
535
Cornerstone Wealth Advisors
Minnesota
$426K -$37.4K -1,978 -8%
SWM
536
Selective Wealth Management
Virginia
$424K -$26.7K -1,410 -6%
CWM
537
Castle Wealth Management
Florida
$418K -$383K -20,260 -48%
MWM
538
Madison Wealth Management
Ohio
$418K +$3.79K +200 +0.9%
ACM
539
Armbruster Capital Management
New York
$417K – – –
PWA
540
Physician Wealth Advisors
Utah
$412K +$33.3K +1,656 +9%
AAS
541
Annex Advisory Services
Wisconsin
$405K +$405K +21,454 New
WSTAM
542
Wilbanks Smith & Thomas Asset Management
Virginia
$403K +$794 +42 +0.2%
APP
543
Avantax Planning Partners
Iowa
$400K -$28.7K -1,520 -7%
TFA
544
Trinity Financial Advisors
Ohio
$398K +$491 +26 +0.1%
WAP
545
Wealthcare Advisory Partners
Pennsylvania
$396K -$386K -20,436 -49%
WCM
546
Wealthcare Capital Management
Virginia
$395K -$13.6K -718 -3%
TAM
547
Townsend Asset Management
North Carolina
$395K -$10.6K -560 -3%
BFA
548
Beacon Financial Advisory
Ohio
$391K -$4.31K -228 -1%
LPT
549
Legacy Private Trust
Wisconsin
$391K +$391K +20,678 New
VCP
550
Vista Capital Partners
Oregon
$390K -$25.6K -1,354 -6%
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