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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
$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 %
TC
851
Truvestments Capital
Florida
$2K – – –
FWM
852
Focused Wealth Management
New York
$2K – – –
Simplex Trading
853
Simplex Trading
Illinois
$2K +$2K +152 New
TFA
854
Transamerica Financial Advisors
Florida
$1K -$84K -168 -99%
BCMIO
855
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
OAJ
856
Ogorek Anthony Joseph
New York
$1K – – –
ARMC
857
American Research & Management Company
Massachusetts
$1K – – –
MIM
858
Macroview Investment Management
Maryland
$1K – – –
RCM
859
Raleigh Capital Management
North Carolina
$1K – – –
SFC
860
SYM Financial Corp
Indiana
$1K +$1K +76 New
GEA
861
Glen Eagle Advisors
New Jersey
$761 – – –
PWP
862
Principle Wealth Partners
Connecticut
$562 +$11 +576 +2%
BIM
863
Baldwin Investment Management
Pennsylvania
$204 -$248 -13,136 -55%
WIM
864
Westside Investment Management
California
$7 +$2 +124 +46%
EFSCE
865
Enterprise Financial Services Corp (EFSC)
Missouri
– -$7.32M -375,512 Closed
OAM
866
Oak Asset Management
California
– -$5.42M -277,916 Closed
EFS
867
Econ Financial Services
Pennsylvania
– -$4.63M -237,246 Closed
SHA
868
Seneca House Advisors
Virginia
– -$4.52M -231,740 Closed
ACM
869
AlphaStar Capital Management
North Carolina
– -$3.11M -159,588 Closed
CCWA
870
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$2.14M -109,880 Closed
OMC
871
Old Mission Capital
Illinois
– -$1.67M -85,394 Closed
CC
872
Copperleaf Capital
North Carolina
– -$1.24M -63,498 Closed
E
873
Ergoteles
New York
– -$1.17M -60,072 Closed
SWIG
874
Strategic Wealth Investment Group
Kentucky
– -$1.12M -57,462 Closed
CM
875
Columbus Macro
Pennsylvania
– -$749K -38,442 Closed
33 34
35
36 37