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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 %
FG
626
Fiduciary Group
Georgia
$263K -$5.11K -240 -2%
PL
627
Plancorp LLC
Missouri
$262K +$113 +6 +0%
HIC
628
Holderness Investments Company
North Carolina
$261K -$7.78K -412 -3%
SWA
629
SFMG Wealth Advisors
Texas
$259K +$12K +626 +5%
SFS
630
Strategic Financial Services
New York
$258K -$4.02K -212 -2%
PCM
631
Pennsylvania Capital Management
Pennsylvania
$257K +$9.34K +494 +4%
FA
632
Fagan Associates
New York
$255K +$453 +24 +0.2%
BAAM
633
Baker Avenue Asset Management
California
$254K – – –
FM
634
Foster & Motley
Ohio
$249K -$38K -2,010 -13%
BWM
635
BNC Wealth Management
Oregon
$249K -$113 -6 -0%
USCWA
636
U.S. Capital Wealth Advisors
Texas
$247K +$15.3K +806 +7%
PFA
637
Pure Financial Advisors
California
$245K -$340 -18 -0.1%
TA
638
Trellis Advisors
Washington
$245K +$26.1K +1,380 +12%
IWN
639
Independent Wealth Network
Iowa
$244K +$38.5K +2,034 +19%
RA
640
RFG Advisory
Alabama
$244K +$244K +11,858 New
SW
641
SVB Wealth
Massachusetts
$244K +$244K +12,924 New
PAS
642
Park Avenue Securities
New York
$242K -$99.2K -5,240 -29%
GCM
643
Glaxis Capital Management
Florida
$242K +$832 +44 +0.3%
DWM
644
Dakota Wealth Management
Florida
$240K +$76 +4 +0%
JWCA
645
J.W. Cole Advisors
Florida
$239K -$87.8K -4,648 -27%
NA
646
Nottingham Advisors
New York
$239K +$265 +14 +0.1%
AIM
647
Aurora Investment Managers
Florida
$238K -$303 -16 -0.1%
DPI
648
Diversified Portfolios Inc
Michigan
$236K +$236K +12,464 New
VHAM
649
Van Hulzen Asset Management
California
$235K -$52.5K -2,776 -18%
GG
650
Gofen & Glossberg
Illinois
$235K -$8.75K -462 -4%
24 25
26
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