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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

879 hedge funds and large institutions have $7.75B invested in Schwab U.S Small- Cap ETF in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 376 increasing their positions, 329 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
-59
Holders Change %
-6.29%
% of All Funds
14.86%
Holding in Top 10
66
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15.38%
% of All Funds
1.12%
New
61
Increased
376
Reduced
329
Closed
108
Calls
$2.32M
Puts
$331K
Net Calls
+$1.99M
Net Calls Change
+$1.65M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$756M
2
PCA
Personal Capital Advisors
California
$374M
3
Charles Schwab
Charles Schwab
California
$279M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$99.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.93B
2
TI
Tidal Investments
Wisconsin
$0
3
5L
55I LLC
Massachusetts
$2.78M
4
Financial Engines Advisors
Financial Engines Advisors
California
$112M
5
AWM
Adams Wealth Management
Utah
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
Southern Wealth Management
Texas
$2.62M +$233K +11,960 +10%
CCA
227
Cobblestone Capital Advisors
New York
$2.54M -$113K -5,802 -4%
PAG
228
Powers Advisory Group
Illinois
$2.53M +$40.2K +2,064 +2%
GAM
229
Garrison Asset Management
Arkansas
$2.49M -$62K -3,182 -2%
EFG
230
Everhart Financial Group
Ohio
$2.48M -$9.83K -504 -0.4%
C
231
CEDRUS
Colorado
$2.47M +$834K +42,764 +51%
OF
232
Outfitter Financial
Maine
$2.47M +$38K +1,950 +2%
PCMC
233
Private Capital Management (Colorado)
Colorado
$2.42M – – –
EW
234
Element Wealth
Mississippi
$2.4M -$17.2K -884 -0.7%
WPA
235
West Paces Advisors
Georgia
$2.4M +$1.23M +63,084 +105%
PWM
236
Perigon Wealth Management
California
$2.4M +$337K +17,268 +16%
IWC
237
Integrated Wealth Concepts
Massachusetts
$2.39M -$3.39M -173,836 -59%
PFT
238
Providence First Trust
Arizona
$2.38M -$35.1K -1,800 -1%
CHA
239
Carmichael Hill & Associates
Maryland
$2.36M +$43.3K +2,222 +2%
ECM
240
Evergreen Capital Management
Washington
$2.35M -$531K -27,236 -18%
HSA
241
HBK Sorce Advisory
Pennsylvania
$2.33M -$95.8K -4,916 -4%
WF
242
Whelan Financial
California
$2.32M +$1.38M +71,058 +147%
GWM
243
GSB Wealth Management
Connecticut
$2.32M -$111K -5,682 -5%
CFG
244
Citizens Financial Group
Rhode Island
$2.31M -$67.8K -3,478 -3%
SF
245
Safeguard Financial
Wisconsin
$2.3M +$205K +10,500 +10%
BCM
246
Barden Capital Management
Texas
$2.3M +$369K +18,896 +19%
FCA
247
FLC Capital Advisors
California
$2.28M -$446K -22,862 -16%
SW
248
Simplicity Wealth
New Jersey
$2.26M -$1.27M -65,374 -36%
AOWM
249
Alpha Omega Wealth Management
Virginia
$2.24M +$53.7K +2,756 +2%
NCM
250
Next Capital Management
New York
$2.23M -$20.4K -1,048 -0.9%
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