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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 %
RTS
651
Round Table Services
New Jersey
$235K +$235K +12,418 New
FC
652
Fusion Capital
South Carolina
$233K -$31.8K -1,678 -12%
CP
653
Camelot Portfolios
Ohio
$232K -$360K -19,096 -61%
S
654
SignatureFD
Georgia
$232K +$69.5K +3,672 +43%
RWA
655
River Wealth Advisors
Pennsylvania
$231K -$18.5K -976 -7%
FM
656
Family Management
New York
$230K – – –
SF
657
Summit Financial
New Jersey
$229K -$4.08K -216 -2%
GWA
658
Geometric Wealth Advisors
District of Columbia
$229K +$2.73K +144 +1%
BFPW
659
BOK Financial Private Wealth
Colorado
$225K – – –
PFM
660
Peak Financial Management
Massachusetts
$224K -$7.57K -400 -3%
AA
661
Apriem Advisors
California
$223K +$223K +11,782 New
LF
662
LifeSteps Financial
California
$222K -$14.2K -750 -6%
CSI
663
Cross Staff Investments
New York
$221K -$25.4K -1,340 -10%
BWP
664
BSW Wealth Partners
Colorado
$221K +$264 +14 +0.1%
GWCM
665
Godshalk Welsh Capital Management
Pennsylvania
$219K – – –
TCM
666
Tradewinds Capital Management
Washington
$218K -$47.2K -2,500 -18%
Prudential Financial
667
Prudential Financial
New Jersey
$218K +$20K +1,052 +10%
APA
668
Astoria Portfolio Advisors
New York
$217K +$265 +14 +0.1%
DY
669
Dowling & Yahnke
California
$214K -$5.23K -276 -2%
TC
670
TownSquare Capital
Utah
$214K +$214K +11,326 New
KWS
671
Keystone Wealth Services
California
$213K +$75 +4 +0%
CFD
672
Creative Financial Designs
Indiana
$212K -$211K -11,144 -50%
GLA
673
Great Lakes Advisors
Illinois
$211K – – –
BFM
674
Broadview Financial Management
Wisconsin
$211K +$945 +50 +0.5%
SSCA
675
South Shore Capital Advisors
Massachusetts
$209K +$38 +2 +0%
25 26
27
28 29