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 %
MFC
126
Morris Financial Concepts
South Carolina
$5.62M -$43.8K -2,316 -0.8%
ADL
127
Asset Dedication LLC
California
$5.62M +$5.62M +297,452 New
AMG
128
Asset Management Group
Connecticut
$5.55M +$14.7K +778 +0.3%
HWM
129
HB Wealth Management
Georgia
$5.52M -$640K -33,836 -10%
SBL
130
Sargent Bickham Lagudis
Colorado
$5.37M +$137K +7,244 +3%
VFIC
131
Valley Forge Investment Consultants
Pennsylvania
$5.33M +$55.2K +2,918 +1%
CAN
132
Cetera Advisor Networks
California
$5.26M +$321K +16,968 +6%
CMP
133
Courage Miller Partners
Virginia
$5.25M -$4.84K -256 -0.1%
JF
134
Joule Financial
Kentucky
$5.24M +$482K +25,512 +10%
JWM
135
JFG Wealth Management
Colorado
$5.2M +$4.53M +239,670 +674%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$5.18M +$35.7K +1,888 +0.7%
KCPG
137
Kavar Capital Partners Group
Kansas
$5.17M +$26.3K +1,390 +0.5%
BDF
138
Black Diamond Financial
Maryland
$5.09M -$238K -12,568 -4%
TPW
139
Tiller Private Wealth
Pennsylvania
$5.06M +$571K +30,190 +13%
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$4.84M -$199K -10,538 -4%
TYCC
141
Texas Yale Capital Corp
Florida
$4.81M +$18.2K +964 +0.4%
SWA
142
Sightline Wealth Advisors
Connecticut
$4.58M +$20.2K +1,044 +0.4%
DB
143
Dravo Bay
Delaware
$4.55M -$25.2K -1,334 -0.6%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$4.52M -$162K -8,572 -3%
IAN
145
Integrated Advisors Network
Texas
$4.5M +$286K +15,116 +7%
AIA
146
Armor Investment Advisors
North Carolina
$4.5M +$469K +24,838 +12%
MCM
147
MAI Capital Management
Ohio
$4.48M -$300K -15,866 -6%
FCI
148
Financial Counselors Inc
Kansas
$4.48M – – –
Stifel Financial
149
Stifel Financial
Missouri
$4.44M +$24.9K +1,320 +0.6%
MTIC
150
Missouri Trust & Investment Company
Missouri
$4.37M +$74.4K +3,938 +2%
4 5
6
7 8