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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 %
AIM
676
AHL Investment Management
Florida
$209K +$530 +28 +0.3%
AFS
677
Annapolis Financial Services
Maryland
$208K – – –
HWA
678
Heartwood Wealth Advisors
Virginia
$208K +$208K +10,998 New
AL
679
Aspiriant LLC
California
$206K -$16.8K -892 -8%
FMWA
680
Forvis Mazars Wealth Advisors
Missouri
$206K – – –
CAL
681
Capital Advisors Ltd
Ohio
$204K +$17K +900 +9%
BBW
682
Blue Barn Wealth
Utah
$203K +$605 +32 +0.3%
GWM
683
Guardian Wealth Management
Illinois
$201K -$24.6K -1,298 -11%
CPA
684
Cardiff Park Advisors
California
$194K +$567 +30 +0.3%
EW
685
Evoke Wealth
California
$192K – – –
PFP
686
Pinnacle Financial Partners
Tennessee
$187K +$641 +34 +0.3%
MCM
687
Manchester Capital Management
Vermont
$184K – – –
SSB
688
Sandy Spring Bank
Maryland
$180K +$38 +2 +0%
HNB
689
Huntington National Bank
Ohio
$174K -$47K – –
LWANC
690
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K – – –
HWM
691
Horizons Wealth Management
North Carolina
$166K – – –
KA
692
Kozak & Associates
Colorado
$163K – – –
DWP
693
Destiny Wealth Partners
Florida
$155K -$51.5K -2,732 -25%
HWMA
694
Heritage Wealth Management (Arizona)
Arizona
$150K -$10K -530 -6%
CA
695
Clearstead Advisors
Ohio
$146K +$14.2K +752 +11%
BTI
696
Blue Trust Inc
Georgia
$144K +$131K +6,726 +1,032%
SWM
697
Spire Wealth Management
Virginia
$136K -$192K -10,156 -59%
GWM
698
Geneos Wealth Management
Colorado
$135K -$977 -52 -0.7%
BWA
699
BDO Wealth Advisors
Florida
$135K +$5.81K +308 +4%
CWA
700
Clearview Wealth Advisors
Oregon
$133K -$37K -1,950 -22%
26 27
28
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