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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
+$127M
2
PCA
Personal Capital Advisors
California
+$22.9M
3
Charles Schwab
Charles Schwab
California
+$18.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$15.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$718M
2
TI
Tidal Investments
Wisconsin
-$34.1M
3
5L
55I LLC
Massachusetts
-$16M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$14.3M
5
AWM
Adams Wealth Management
Utah
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
Continuum Advisory
Idaho
$2.22M +$23.5K +1,204 +1%
AIS
252
American Investment Services
Massachusetts
$2.22M +$429K +22,020 +24%
CIC
253
Cutler Investment Counsel
Oregon
$2.21M +$83.3K +4,276 +4%
YAL
254
Your Advocates Ltd
Texas
$2.21M -$250K -12,840 -10%
PA
255
Pinnacle Associates
New York
$2.2M -$100K -5,144 -4%
Baird Financial Group
256
Baird Financial Group
Wisconsin
$2.2M +$453K +23,254 +26%
GW
257
GW & Wade
Massachusetts
$2.19M +$68.4K +3,510 +3%
SWM
258
SeaCrest Wealth Management
New York
$2.16M -$356K -18,266 -14%
CCWA
259
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.14M -$730K -37,424 -25%
IRC
260
Investors Research Corp
Georgia
$2.13M -$6.12K -314 -0.3%
HG
261
Harbor Group
New Hampshire
$2.13M -$3.59K -184 -0.2%
FIA
262
Foundations Investment Advisors
Arizona
$2.11M +$103K +5,260 +5%
TIM
263
Tortoise Investment Management
New York
$2.11M -$400K -20,536 -16%
LCM
264
Leisure Capital Management
California
$2.11M +$7.02K +360 +0.3%
ACM
265
Anfield Capital Management
California
$2.08M -$389K -19,984 -16%
ULWM
266
Upper Left Wealth Management
Florida
$2.08M -$71.7K -3,676 -3%
JPLA
267
Joseph P. Lucia & Associates
New York
$2.05M -$200K -10,260 -9%
CIP
268
Capital Insight Partners
Arizona
$2.04M +$120K +6,148 +6%
SBH
269
Segall Bryant & Hamill
Illinois
$1.98M +$662 +34 +0%
AIM
270
Anchor Investment Management
South Carolina
$1.98M -$136K -6,974 -6%
MWP
271
Moller Wealth Partners
$1.97M +$55.5K +2,848 +3%
AAIM
272
Asset Advisors Investment Management
Georgia
$1.95M +$109K +5,574 +6%
CFO
273
Collective Family Office
Pennsylvania
$1.93M -$614K -31,522 -24%
CHA
274
Cooper/Haims Advisors
New York
$1.93M -$129K -6,606 -6%
FCM
275
Fortis Capital Management
Washington
$1.92M -$274K -14,036 -12%
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