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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 %
GWM
576
Gray Wealth Management
Maine
$339K -$41.9K -2,216 -11%
PD
577
Planning Directions
Pennsylvania
$339K +$868 +46 +0.3%
LJAC
578
L.J. Altfest & Co
New York
$338K +$20K +1,060 +6%
JWM
579
Jeppson Wealth Management
California
$334K +$44.9K +2,372 +16%
REMPR
580
Roof Eidam Maycock Peralta (REMP)
California
$331K +$331K +17,522 New
HHRDM
581
H&H Retirement Design & Management
Nevada
$330K – – –
RPA
582
Rock Point Advisors
Vermont
$330K +$8.85K +468 +3%
WOC
583
West Oak Capital
California
$330K +$16.6K +880 +5%
F
584
F3Logic
Minnesota
$326K – – –
CCG
585
Chatham Capital Group
Georgia
$325K – – –
WIM
586
Warwick Investment Management
Texas
$325K +$325K +17,176 New
IAA
587
Independent Advisor Alliance
North Carolina
$324K +$324K +17,158 New
SWM
588
Stockman Wealth Management
Montana
$323K -$8.5K -450 -3%
JCM
589
Jacobsen Capital Management
Utah
$323K +$9.15K +484 +3%
FCH
590
Freestone Capital Holdings
Washington
$323K +$100K +5,306 +45%
VAS
591
Valicenti Advisory Services
New York
$321K -$24.4K -1,288 -7%
TP
592
Tranquility Partners
Tennessee
$321K +$37.9K +2,006 +13%
AA
593
Aire Advisors
California
$319K – – –
GVAG
594
Great Valley Advisor Group
Delaware
$317K -$241K -12,710 -43%
ACA
595
Aptus Capital Advisors
Alabama
$316K -$9.88K -522 -3%
GWANC
596
Guardian Wealth Advisors (North Carolina)
North Carolina
$315K -$9.86K -522 -3%
SMG
597
Spectrum Management Group
Indiana
$314K – – –
FCC
598
Flower City Capital
New York
$310K -$1.46M -77,188 -82%
BFC
599
Bedel Financial Consulting
Indiana
$309K +$29.6K +1,440 +11%
APW
600
Aurora Private Wealth
New Jersey
$308K -$33.1K -1,748 -10%
22 23
24
25 26