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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.

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
1
UBS AM
Illinois
$88.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$35.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$131M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$120M
5
Morgan Stanley
5
Morgan Stanley
New York
$51.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$321M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.77B
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$15.6M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$97.9M
5
EFSCE
5
Enterprise Financial Services Corp (EFSC)
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
76
ProVise Management Group
Florida
$8.82M -$908K -48,060 -9%
HWA
77
HHM Wealth Advisors
Tennessee
$8.76M +$508K +26,864 +6%
AWMG
78
Alliance Wealth Management Group
New Jersey
$8.74M +$584K +30,900 +7%
TCM
79
Towercrest Capital Management
Pennsylvania
$8.74M +$584K +30,900 +7%
TWM
80
Tradition Wealth Management
Minnesota
$8.49M -$44.8K -2,372 -0.5%
NSAM
81
North Star Asset Management
Wisconsin
$8.47M -$3.84M -203,026 -31%
Truist Financial
82
Truist Financial
North Carolina
$8.37M -$1.39M -73,400 -14%
BCMO
83
Buckingham Capital Management (Ohio)
Ohio
$8.16M +$414K +21,886 +5%
SWRP
84
Summit Wealth & Retirement Planning
California
$8.15M +$1M +53,084 +14%
FA
85
FDx Advisors
Illinois
$8.09M +$299K +15,822 +4%
OWM
86
Orgel Wealth Management
Wisconsin
$8.08M -$3.89M -205,708 -32%
SFP
87
Sweet Financial Partners
Minnesota
$7.94M +$264K +13,970 +3%
PIMG
88
Patriot Investment Management Group
Tennessee
$7.89M -$1.23M -65,042 -13%
AWM
89
AE Wealth Management
Kansas
$7.82M -$281K -14,848 -3%
BSW
90
Buckingham Strategic Wealth
Missouri
$7.55M +$120K +6,346 +2%
EWM
91
Empirical Wealth Management
Washington
$7.43M +$84.5K +4,472 +1%
JIC
92
Johnson Investment Counsel
Ohio
$7.37M +$253K +13,406 +4%
RA
93
Riversedge Advisors
Delaware
$7.36M -$1.59M -84,218 -18%
BFG
94
Berger Financial Group
Minnesota
$7.28M +$265K +14,006 +4%
MSFS
95
Main Street Financial Solutions
Pennsylvania
$7.25M +$984K +52,046 +16%
SJIM
96
St. Johns Investment Management
Florida
$7.15M +$221K +11,708 +3%
FWM
97
ForthRight Wealth Management
Georgia
$7.13M +$1.07M +56,512 +18%
KBFS
98
Kohmann Bosshard Financial Services
Ohio
$7.11M -$582K -30,784 -8%
AP
99
Appleton Partners
Massachusetts
$7.04M -$77.4K -4,094 -1%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$6.84M +$610K +32,278 +10%
2 3
4
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