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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
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 %
CFMC
101
Curbstone Financial Management Corp
New Hampshire
$6.82M -$79.4K -4,200 -1%
MTC
102
Matrix Trust Company
Colorado
$6.81M -$38.1K -2,018 -0.6%
SA
103
Scarborough Advisors
Maryland
$6.68M +$18.2K +964 +0.3%
IAS
104
IMA Advisory Services
Colorado
$6.62M +$3.4K +180 +0.1%
MAM
105
Marquette Asset Management
Minnesota
$6.6M -$75.1K -3,974 -1%
SIC
106
Salem Investment Counselors
North Carolina
$6.47M -$120K -6,350 -2%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$6.46M +$341K +18,058 +6%
CWM
108
Congress Wealth Management
Massachusetts
$6.33M +$7.14K +378 +0.1%
WANY
109
Wealthspire Advisors (New York)
New York
$6.2M -$27.7K -1,468 -0.4%
EL
110
Essex LLC
Illinois
$6.15M +$173K +9,156 +3%
DP
111
Denver PWM
Colorado
$6.13M +$47.7K +2,458 +0.8%
WAM
112
WNY Asset Management
New York
$6.1M -$380K -20,092 -6%
SFA
113
Souders Financial Advisors
Ohio
$6.02M +$363K +19,206 +6%
FIBT
114
First International Bank & Trust
North Dakota
$6.02M +$372K +19,694 +7%
5L
115
55I LLC
Massachusetts
$6.01M +$3.31M +175,214 +123%
HFS
116
Horizon Financial Services
North Carolina
$6M +$210K +11,126 +4%
HFP
117
Holistic Financial Partners
Indiana
$6M +$47.6K +2,520 +0.8%
SFWC
118
Strategic Family Wealth Counselors
New Jersey
$6M -$55.8K -2,952 -0.9%
GC
119
Garde Capital
Washington
$6M -$181K -9,600 -3%
LFS
120
Lutz Financial Services
Nebraska
$5.78M -$475K -25,122 -8%
AIM
121
Athena Investment Management
California
$5.75M +$92.6K +4,900 +2%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$5.75M +$4.32M +228,396 +301%
SFA
123
Seneca Financial Advisors
New York
$5.74M +$195K +10,302 +4%
MG
124
Mather Group
Illinois
$5.71M +$400K +21,154 +8%
AF
125
Advisornet Financial
Minnesota
$5.64M +$706K +37,334 +14%
3 4
5
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