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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
+$33.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$23.5M
5
Morgan Stanley
Morgan Stanley
New York
+$23.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$412M
2
CSIA
Charles Schwab Investment Advisory
California
-$72.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$22.6M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$11.1M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$7.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Adams Wealth Management
Utah
$3.08M -$471K -24,906 -13%
PWA
202
Providence Wealth Advisors
Illinois
$3.07M -$46.2K -2,264 -1%
CPIG
203
Chicago Partners Investment Group
Illinois
$3.07M +$417K +20,272 +16%
FTS
204
Fifth Third Securities
Ohio
$2.97M +$140K +7,412 +5%
LPIC
205
LeJeune Puetz Investment Counsel
Michigan
$2.97M +$1.21K +64 +0%
SWM
206
Southern Wealth Management
Texas
$2.93M +$121K +5,768 +4%
YAL
207
Your Advocates Ltd
Texas
$2.91M +$771K +40,794 +36%
WA
208
WBH Advisory
Maryland
$2.91M +$363K +19,206 +14%
CWM
209
Chesapeake Wealth Management
Virginia
$2.9M -$104K -5,482 -3%
C
210
CEDRUS
Colorado
$2.87M +$474K +25,082 +20%
NF
211
Nikulski Financial
Iowa
$2.87M +$39K +2,066 +1%
DFA
212
DHJJ Financial Advisors
Illinois
$2.86M +$20.9K +1,108 +0.7%
TFF
213
The Family Firm
Maryland
$2.86M -$41.4K -2,190 -1%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$2.85M +$722K +38,208 +34%
C1AG
215
Client 1st Advisory Group
Florida
$2.79M -$321K -16,970 -10%
LIM
216
Leavell Investment Management
Alabama
$2.79M -$9.23K -488 -0.3%
PAG
217
Private Advisor Group
New Jersey
$2.78M -$2.55M -134,814 -48%
PFM
218
Parsec Financial Management
North Carolina
$2.73M -$84.3K -4,460 -3%
SW
219
Simplicity Wealth
New Jersey
$2.71M +$525K +27,750 +24%
WA
220
Wealth Architects
California
$2.7M -$101K -5,328 -4%
EWA
221
EP Wealth Advisors
California
$2.64M -$183K -9,690 -6%
GPFA
222
Game Plan Financial Advisors
Ohio
$2.62M -$74.2K -3,926 -3%
PAG
223
Powers Advisory Group
Illinois
$2.59M +$140K +7,426 +6%
CNFG
224
Creegan & Nassoura Financial Group
New Hampshire
$2.55M +$3.44K +182 +0.1%
VCM
225
Vision Capital Management
Oregon
$2.54M -$8.13K -430 -0.3%
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