SCHA icon

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 %
CHA
276
Cooper/Haims Advisors
New York
$2.5M -$333K -14,046 -12%
MSWMA
277
Market Street Wealth Management Advisors
Indiana
$2.48M -$282K -11,904 -10%
FCC
278
Flower City Capital
New York
$2.48M -$199K -8,388 -7%
PCWA
279
Pacific Capital Wealth Advisors
California
$2.44M +$109K +4,600 +5%
CA
280
Continuum Advisory
Idaho
$2.43M -$128K -5,928 -5%
PCMC
281
Private Capital Management (Colorado)
Colorado
$2.42M +$46.9K +1,982 +2%
SBH
282
Segall Bryant & Hamill
Illinois
$2.41M +$2.41M +101,656 New
SWA
283
Stratos Wealth Advisors
Ohio
$2.38M -$3.71M -156,716 -61%
FIA
284
Foundations Investment Advisors
Arizona
$2.36M +$189K +8,178 +9%
RDIA
285
RE Dickinson Investment Advisors
Iowa
$2.35M -$718K -30,296 -23%
BCM
286
Barden Capital Management
Texas
$2.34M +$72.4K +3,056 +3%
MWP
287
Moller Wealth Partners
$2.33M -$66.5K -2,810 -3%
CIP
288
Capital Insight Partners
Arizona
$2.33M +$23.4K +990 +1%
SWM
289
Spire Wealth Management
Virginia
$2.31M +$615K +25,702 +36%
DW
290
Domani Wealth
Pennsylvania
$2.29M -$25.6K -1,080 -1%
BP
291
Broadleaf Partners
Ohio
$2.29M +$107K +4,522 +5%
BCWM
292
Bartlett & Co Wealth Management
Ohio
$2.28M -$21.6K -912 -0.9%
BC
293
Bartlett & Co
Ohio
$2.28M -$21.6K -912 -0.9%
AWM
294
Apollon Wealth Management
South Carolina
$2.26M +$390K +16,484 +21%
CWA
295
Clearview Wealth Advisors
Oregon
$2.24M -$140K -5,924 -6%
AAIM
296
Asset Advisors Investment Management
Georgia
$2.23M -$567K -23,940 -20%
PFM
297
Phillips Financial Management
Indiana
$2.21M +$732K +30,932 +50%
JWA
298
JFS Wealth Advisors
Pennsylvania
$2.19M -$128K -5,394 -6%
TSWM
299
Triangle Securities Wealth Management
North Carolina
$2.18M +$144K +6,082 +7%
PA
300
Parallel Advisors
California
$2.17M +$298K +12,402 +16%
10 11
12
13 14