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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 %
PS
151
Portfolio Solutions
Michigan
$4.36M -$84K -4,442 -2%
VA
152
Valmark Advisers
Ohio
$4.31M +$38.7K +2,046 +0.9%
SWM
153
Sculati Wealth Management
Michigan
$4.3M +$21.2K +1,122 +0.5%
BIA
154
Bell Investment Advisors
California
$4.28M +$676K +35,746 +19%
VNA
155
Valley National Advisers
Pennsylvania
$4.26M -$703K -35,190 -14%
CWA
156
Consilium Wealth Advisory
Texas
$4.25M +$677K +35,794 +19%
SWA
157
Sutton Wealth Advisors
Florida
$4.22M -$60.6K -3,204 -1%
FF
158
Friedenthal Financial
New Jersey
$4.21M -$66.6K -3,524 -2%
CWA
159
Carolina Wealth Advisors
South Carolina
$4.16M +$39.2K +2,072 +1%
NHC
160
Nicholas Hoffman & Company
Georgia
$4.09M -$44.2K -2,338 -1%
ECM
161
Exchange Capital Management
Michigan
$4.07M -$133K -7,032 -3%
LWAC
162
Laurel Wealth Advisors (California)
California
$4.01M -$46.2K -2,446 -1%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$4M +$4M +211,566 New
MWM
164
Meridian Wealth Management
Kentucky
$3.99M -$1.78M -94,142 -31%
CAG
165
Compass Advisory Group
New York
$3.99M +$243K +12,842 +6%
GCP
166
Gill Capital Partners
Colorado
$3.97M +$65.3K +3,456 +2%
BAMG
167
Brand Asset Management Group
Missouri
$3.97M -$222K -11,746 -5%
American Century Companies
168
American Century Companies
Missouri
$3.97M +$2.45M +129,726 +162%
PWM
169
Provident Wealth Management
Tennessee
$3.89M +$304K +16,094 +8%
BWM
170
BCS Wealth Management
Tennessee
$3.88M +$86K +4,550 +2%
BA
171
Ballast Advisors
Minnesota
$3.87M -$6.01K -318 -0.2%
WTC
172
WhitTier Trust Company
Nevada
$3.85M -$175K -9,238 -4%
CFA
173
Cahill Financial Advisors
Minnesota
$3.79M +$125K +6,590 +3%
CST
174
Charles Schwab Trust
Nevada
$3.77M +$3.02M +159,638 +401%
IWC
175
Integrated Wealth Concepts
Massachusetts
$3.75M +$1.44M +76,134 +62%
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