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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 %
SWM
251
Southern Wealth Management
Texas
$2.9M +$71K +3,000 +3%
CFG
252
Citizens Financial Group
Rhode Island
$2.89M -$28.8K -1,214 -1%
SAM
253
Summit Asset Management
Tennessee
$2.81M -$19.7K -832 -0.7%
CHA
254
Carmichael Hill & Associates
Maryland
$2.81M +$1.42K +60 +0.1%
PA
255
Pinnacle Associates
New York
$2.79M +$55.6K +2,348 +2%
CWM
256
Cabot Wealth Management
Massachusetts
$2.74M -$329K -13,906 -11%
NCM
257
Next Capital Management
New York
$2.74M +$118K +4,972 +4%
JPLA
258
Joseph P. Lucia & Associates
New York
$2.73M +$21.8K +922 +0.8%
CCM
259
Coldstream Capital Management
Washington
$2.71M -$106K -4,482 -4%
FCM
260
Fortis Capital Management
Washington
$2.66M +$685K +28,948 +35%
AOWM
261
Alpha Omega Wealth Management
Virginia
$2.66M -$20.1K -850 -0.8%
SAM
262
Smithbridge Asset Management
Pennsylvania
$2.65M -$62.1K -2,624 -2%
DWMG
263
DB Wealth Management Group
California
$2.64M +$283K +11,942 +12%
ULWM
264
Upper Left Wealth Management
Florida
$2.64M -$58.7K -2,452 -2%
SPFA
265
Summit Place Financial Advisors
New Jersey
$2.61M +$302K +12,754 +13%
IRC
266
Investors Research Corp
Georgia
$2.6M -$24.9K -1,050 -0.9%
HG
267
Harbor Group
New Hampshire
$2.59M -$139K -5,876 -5%
CIC
268
Cutler Investment Counsel
Oregon
$2.58M +$2.38M +100,504 +1,168%
SCM
269
Southport Capital Management
Tennessee
$2.58M -$1.96M -82,792 -43%
GW
270
GW & Wade
Massachusetts
$2.58M +$1.03M +43,368 +66%
AIM
271
Anchor Investment Management
South Carolina
$2.57M +$68.3K +2,886 +3%
LCM
272
Leisure Capital Management
California
$2.55M -$152K -6,414 -6%
SF
273
Safeguard Financial
Wisconsin
$2.55M +$2.55M +107,694 New
OMC
274
Old Mission Capital
Illinois
$2.55M +$2.55M +107,566 New
PWM
275
Perigon Wealth Management
California
$2.5M +$163K +6,886 +7%
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