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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 %
RDFA
701
Ritter Daniher Financial Advisory
Ohio
$133K -$13.3K -704 -9%
NSIM
702
North Star Investment Management
Illinois
$126K – – –
KSWA
703
Kathleen S. Wright Associates
Pennsylvania
$125K +$7.49K +396 +6%
MA
704
MCF Advisors
Kentucky
$123K +$32.7K +1,724 +36%
FMII
705
Farmers & Merchants Investments Inc
Nebraska
$121K -$19.6K -1,038 -14%
OIA
706
Optimum Investment Advisors
Illinois
$118K +$226 +12 +0.2%
HI
707
Hudock Inc
Pennsylvania
$116K +$377 +20 +0.3%
JPMorgan Chase & Co
708
JPMorgan Chase & Co
New York
$114K -$9.6K -506 -8%
OFG
709
Oxford Financial Group
Indiana
$106K +$947 +50 +0.9%
SIC
710
SJS Investment Consulting
Ohio
$104K +$104K +5,486 New
KFI
711
Key Financial Inc
Pennsylvania
$92K +$2.96K +156 +3%
CWC
712
Carolinas Wealth Consulting
North Carolina
$90K +$114 +6 +0.1%
Bessemer Group
713
Bessemer Group
New Jersey
$89K – – –
FCT
714
First Community Trust
Iowa
$87K -$22.7K -1,200 -21%
LFA
715
Level Financial Advisors
New York
$86K -$12.6K -664 -13%
SOS
716
Silver Oak Securities
Tennessee
$84.1K -$166K -8,014 -66%
TWA
717
TCI Wealth Advisors
Arizona
$82K +$114 +6 +0.1%
PMFA
718
Plante Moran Financial Advisors
Michigan
$81K +$23.4K +1,242 +41%
CDIA
719
Capital Directions Investment Advisors
Georgia
$77K -$95K -4,892 Closed
TFS
720
TrustCore Financial Services
Tennessee
$76K +$37.9K +2,002 +100%
UB
721
UMB Bank
Missouri
$75K -$128K -6,728 -63%
AW
722
Avion Wealth
Texas
$69K +$7.36K +388 +12%
CCA
723
Column Capital Advisors
Indiana
$68K – – –
PK
724
Pflug Koory
Nebraska
$68K +$1.52K +80 +2%
TSW
725
Thompson Siegel & Walmsley
Virginia
$64K – – –
27 28
29
30 31