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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 %
AIS
301
American Investment Services
Massachusetts
$2.17M -$522K -22,056 -19%
ML
302
McAdam LLC
Pennsylvania
$2.17M +$318K +13,432 +17%
CAG
303
Compass Advisory Group
New York
$2.17M +$1.91M +80,672 +751%
Baird Financial Group
304
Baird Financial Group
Wisconsin
$2.12M -$3.39M -143,286 -62%
HA
305
HC Advisors
Georgia
$2.11M +$169K +7,150 +9%
B
306
Brightworth
Georgia
$2.1M -$268K -11,310 -11%
MLA
307
My Legacy Advisors
Oregon
$2.09M +$2.09M +88,402 New
SHJ
308
Sharkey, Howes & Javer
Colorado
$2.04M -$684K -28,898 -25%
Renaissance Technologies
309
Renaissance Technologies
New York
$2.04M +$2.04M +86,200 New
RWA
310
Rainsberger Wealth Advisors
Colorado
$2.04M +$15K +634 +0.7%
B
311
Bailard
California
$2.02M -$69.6K -2,938 -3%
AWE
312
Avidian Wealth Enterprises
Texas
$2.02M +$195K +8,226 +11%
CPIG
313
Chicago Partners Investment Group
Illinois
$2M +$456K +22,214 +30%
LBC
314
Lowe Brockenbrough & Co
Virginia
$2M +$55.2K +2,332 +3%
C
315
CEDRUS
Colorado
$1.98M +$737K +31,138 +59%
SFS
316
Security Financial Services
Indiana
$1.97M -$544K -22,958 -22%
CBFP
317
Cedar Brook Financial Partners
Ohio
$1.95M +$731K +30,868 +60%
SDWMA
318
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.93M -$23K -972 -1%
SPAS
319
Spectrum Planning & Advisory Services
California
$1.91M -$250K -10,538 -12%
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$1.91M +$260K +10,986 +16%
ISWM
321
Independent Solutions Wealth Management
New York
$1.91M -$39.2K -1,656 -2%
WP
322
WealthShield Partners
North Carolina
$1.9M +$1.9M +80,136 New
JGCM
323
Joseph Group Capital Management
Ohio
$1.89M -$49.4K -2,084 -3%
MA
324
Mutual Advisors
Nebraska
$1.89M -$710 -30 -0%
CFS
325
CRA Financial Services
New Jersey
$1.88M +$48.6K +2,052 +3%
11 12
13
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