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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 %
BCM
751
Blume Capital Management
California
$38K – – –
ICM
752
Islay Capital Management
Texas
$37K -$94.4K -5,000 -72%
AA
753
Ancora Advisors
Ohio
$36K -$22.4K -1,192 -38%
SWM
754
Sugarloaf Wealth Management
Georgia
$36K – – –
TCWA
755
Ten Capital Wealth Advisors
Washington
$35K – – –
BBHC
756
Brown Brothers Harriman & Co
New York
$35K +$35K +1,858 New
OSAM
757
O'Shaughnessy Asset Management
Connecticut
$34K +$6K +322 +21%
CCM
758
Covington Capital Management
California
$33K – – –
FHA
759
First Horizon Advisors
Tennessee
$32K -$7.4K -396 -19%
ME
760
McIlrath & Eck
Washington
$32K +$14.3K +752 +81%
FCA
761
FinTrust Capital Advisors
South Carolina
$31K +$41 +2 +0.1%
UIA
762
Ulland Investment Advisors
Minnesota
$30K – – –
EWA
763
EverSource Wealth Advisors
Alabama
$30K +$12.5K +654 +71%
WFA
764
WestHill Financial Advisors
California
$25K – – –
HF
765
Halpern Financial
Virginia
$24.9K -$1.36K -72 -5%
KTC
766
Kistler-Tiffany Companies
Pennsylvania
$24K – – –
CPFP
767
Clear Perspectives Financial Planning
Ohio
$23K – – –
TCOV
768
Trust Company of Vermont
Vermont
$23K – – –
AFG
769
Albion Financial Group
Utah
$22K – – –
IAMOG
770
Investors Asset Management of Georgia
Georgia
$21K – – –
POIA
771
Pin Oak Investment Advisors
Texas
$21K – – –
Barclays
772
Barclays
United Kingdom
$20K – – –
LWA
773
Lowe Wealth Advisors
Maryland
$20K – – –
RA
774
RiverTree Advisors
Florida
$20K +$137 +276 +0.7%
RG
775
Retirement Group
California
$19K -$18.9K -1,016 -50%
29 30
31
32 33