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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 %
LB
551
Legacy Bridge
Iowa
$390K – – –
BFEC
552
Benjamin F. Edwards & Company
Missouri
$390K +$604 +32 +0.2%
FWI
553
Facet Wealth Inc
Maryland
$390K +$7.55K +368 +2%
WW
554
Waterfront Wealth
Kansas
$389K -$6.9K -332 -2%
PHIC
555
Pine Haven Investment Counsel
Massachusetts
$389K +$113 +6 +0%
GBWM
556
Granite Bay Wealth Management
New Hampshire
$387K +$181K +9,580 +88%
CIAS
557
Capital Investment Advisory Services
North Carolina
$381K -$3.74K -198 -1%
HTC
558
Haverford Trust Company
Pennsylvania
$381K – – –
LIA
559
LBMC Investment Advisors
Tennessee
$379K -$63.1K -3,338 -14%
TIA
560
Tiemann Investment Advisors
California
$373K -$7.57K -400 -2%
MA
561
Modus Advisors
Minnesota
$369K +$132K +6,986 +56%
VT
562
Vise Technologies
New York
$366K -$151K -8,000 -29%
SF
563
Synovus Financial
Georgia
$366K +$4.38K +232 +1%
VVP
564
Venture Visionary Partners
Ohio
$364K +$945 +50 +0.3%
RIM
565
Rockbridge Investment Management
New York
$363K -$8.73K -462 -2%
MAS
566
Madden Advisory Services
Florida
$362K +$10.7K +568 +3%
MHB
567
Midwest Heritage Bank
Iowa
$361K -$98.7K -5,216 -21%
BTWM
568
Baker Tilly Wealth Management
Wisconsin
$357K +$13.3K +702 +4%
BL
569
BCWM LLC
Kansas
$351K +$25.8K +1,364 +8%
HI
570
Hendershot Investments
Virginia
$347K -$1.36K -72 -0.4%
ACP
571
Aveo Capital Partners
Colorado
$347K +$84.4K +4,470 +32%
SRC
572
Sage Rhino Capital
California
$344K – – –
ES
573
ETF Store
Kansas
$343K -$8.04K -426 -2%
FC
574
Forte Capital
New York
$342K -$2.46K -130 -0.7%
CCM
575
Crew Capital Management
Ohio
$340K – – –
21 22
23
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