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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

938 hedge funds and large institutions have $10.1B invested in Schwab U.S Small- Cap ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 405 increasing their positions, 350 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
-7
Holders Change %
-0.74%
% of All Funds
14.84%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.23%
New
77
Increased
405
Reduced
350
Closed
71
Calls
$1.46M
Puts
$1.12M
Net Calls
+$342K
Net Calls Change
-$1.99M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$200M
2
Bank of America
Bank of America
North Carolina
+$44.9M
3
PCA
Personal Capital Advisors
California
+$35.7M
4
TI
Tidal Investments
Wisconsin
+$34.1M
5
SEI Investments
SEI Investments
Pennsylvania
+$22.6M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$58.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.1M
3
Ameriprise
Ameriprise
Minnesota
-$7.83M
4
SA
Scarborough Advisors
Maryland
-$7.71M
5
CAP
Columbia Advisory Partners
Washington
-$7.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDWCC
226
B&D White Capital Company
Texas
$3.4M -$119K -5,008 -3%
MFT
227
Moisand Fitzgerald Tamayo
Florida
$3.33M -$2.04M -86,300 -38%
FCA
228
FLC Capital Advisors
California
$3.31M +$167K +7,068 +5%
ACM
229
AlphaStar Capital Management
North Carolina
$3.3M +$3.3M +139,542 New
VCM
230
Vision Capital Management
Oregon
$3.29M -$6.16K -260 -0.2%
DWM
231
Destination Wealth Management
California
$3.26M +$133K +5,626 +4%
CCA
232
Cobblestone Capital Advisors
New York
$3.22M -$158K -6,688 -5%
CNFG
233
Creegan & Nassoura Financial Group
New Hampshire
$3.19M +$1.35M +56,936 +73%
NB
234
NBT Bank
New York
$3.12M +$1.7M +71,644 +119%
CFO
235
Collective Family Office
Pennsylvania
$3.1M -$659K -27,822 -18%
GAM
236
Garrison Asset Management
Arkansas
$3.09M +$311K +13,126 +11%
RWIA
237
Roger Wittlin Investment Advisory
California
$3.08M -$4.15M -175,136 -57%
SIG
238
Spinnaker Investment Group
California
$3.06M -$96.1K -3,936 -3%
SWM
239
SeaCrest Wealth Management
New York
$3.05M -$42.8K -1,806 -1%
TIM
240
Tortoise Investment Management
New York
$3.05M +$1.18M +49,854 +63%
SLT
241
St Louis Trust
Missouri
$3.03M +$654K +27,612 +28%
EFG
242
Everhart Financial Group
Ohio
$3.02M +$22.6K +954 +0.8%
PAG
243
Powers Advisory Group
Illinois
$3.02M +$385K +16,270 +15%
ACM
244
Anfield Capital Management
California
$3M +$477K +20,142 +19%
YAL
245
Your Advocates Ltd
Texas
$2.99M -$23.9K -1,010 -0.8%
GWM
246
GSB Wealth Management
Connecticut
$2.95M +$461K +19,470 +19%
OF
247
Outfitter Financial
Maine
$2.95M +$60.5K +2,556 +2%
HSA
248
HBK Sorce Advisory
Pennsylvania
$2.95M -$211K -8,926 -7%
EW
249
Element Wealth
Mississippi
$2.94M -$79.1K -3,340 -3%
PFT
250
Providence First Trust
Arizona
$2.94M – – –
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