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 %
ATWA
176
Arbor Trust Wealth Advisors
Michigan
$3.72M -$19K -1,004 -0.5%
B
177
Bensler
Washington
$3.72M -$5.22K -276 -0.1%
NRI
178
NFP Retirement Inc
California
$3.68M +$543K +28,752 +17%
KF
179
Krilogy Financial
Missouri
$3.64M -$171K -9,058 -4%
PS
180
Planned Solutions
California
$3.59M +$174K +9,232 +5%
SS
181
Sunbelt Securities
Texas
$3.58M +$40.4K +2,136 +1%
EE
182
EWG Elevate
California
$3.56M -$3.18K -168 -0.1%
VC
183
Veery Capital
Delaware
$3.53M +$194K +10,258 +6%
CAM
184
Cresset Asset Management
Illinois
$3.53M +$206K +10,880 +6%
MFT
185
Moisand Fitzgerald Tamayo
Florida
$3.49M -$459K -24,310 -12%
EGWAG
186
Elwood & Goetz Wealth Advisory Group
Georgia
$3.47M +$495K +26,208 +17%
AFP
187
Ausdal Financial Partners
Iowa
$3.39M -$231K -12,222 -6%
DI
188
Diligent Investors
California
$3.38M -$529 -28 -0%
PP
189
PrairieView Partners
Minnesota
$3.38M -$218K -11,510 -6%
LA
190
LVW Advisors
New York
$3.33M -$30.5K -1,612 -0.9%
PFWA
191
Paces Ferry Wealth Advisors
Georgia
$3.31M +$91.3K +4,828 +3%
GSIS
192
Global Strategic Investment Solutions
Arizona
$3.3M +$52.2K +2,762 +2%
NB
193
NBT Bank
New York
$3.29M +$40.5K +2,142 +1%
MWM
194
Mission Wealth Management
California
$3.27M -$151K -7,984 -4%
PAI
195
Pittenger & Anderson Inc
Nebraska
$3.25M +$34.6K +1,828 +1%
CCM
196
Chilton Capital Management
Texas
$3.19M -$172K -9,108 -5%
RRC
197
Relaxing Retirement Coach
Massachusetts
$3.19M -$22.4K -1,184 -0.7%
CB
198
Community Bank
New York
$3.19M +$23.5K +1,242 +0.7%
YIA
199
YHB Investment Advisors
Connecticut
$3.09M -$387K -20,454 -11%
SFMG
200
Sage Financial Management Group
Virginia
$3.08M -$254K -13,416 -8%
6 7
8
9 10