SCHA icon

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
$35.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$131M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$120M
5
Morgan Stanley
Morgan Stanley
New York
$51.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$321M
2
CSIA
Charles Schwab Investment Advisory
California
$2.77B
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$15.6M
4
Financial Engines Advisors
Financial Engines Advisors
California
$97.9M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
826
Newbridge Financial Services Group
Florida
$6K – – –
CAAS
827
Capital Asset Advisory Services
Michigan
$6K +$78 +4 +1%
SCA
828
Stonebridge Capital Advisors
Minnesota
$6K +$2.23K +124 +59%
EWM
829
EPG Wealth Management
Georgia
$6K +$6K +292 New
BLC
830
Brown, Lisle/Cummings
Rhode Island
$5.29K +$5.29K +280 New
AAP
831
Arax Advisory Partners
Colorado
$5K – – –
IWP
832
IAG Wealth Partners
Wisconsin
$5K – – –
MRCM
833
M&R Capital Management
New Jersey
$5K +$3.72K +226 +290%
FA
834
Financial Advantage
Maryland
$4K -$209 -12 -5%
HDIM
835
Hanson & Doremus Investment Management
Vermont
$4K – – –
TSWM
836
Tyler-Stone Wealth Management
Ohio
$4K – – –
FPFS
837
First Personal Financial Services
North Carolina
$4K +$4K +212 New
NDSI
838
Newman Dignan & Sheerar Inc
Rhode Island
$3.96K +$59 +3,144 +2%
FP
839
Financial Perspectives
Minnesota
$3.7K – – –
FA
840
Fortis Advisors
Pennsylvania
$3K – – –
TFM
841
TFC Financial Management
Massachusetts
$3K – – –
CSB
842
City State Bank
Iowa
$3K – – –
FCAS
843
First Command Advisory Services
Texas
$3K +$3K +414 New
APW
844
Acima Private Wealth
Virginia
$2.95K – – –
Bank of Montreal
845
Bank of Montreal
Ontario, Canada
$2.31K -$73 -3,532 -3%
ODG
846
O'Dell Group
Ohio
$2K -$2.84K -182 -59%
FWM
847
Focused Wealth Management
New York
$2K – – –
MSFP
848
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
TC
849
Truvestments Capital
Florida
$2K – – –
FFA
850
Founders Financial Alliance
North Carolina
$2K – – –
32 33
34
35 36