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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 %
CFS
301
CRA Financial Services
New Jersey
$1.6M +$46.8K +2,400 +3%
PA
302
Procyon Advisors
Connecticut
$1.59M +$1.59M +81,546 New
SDWMA
303
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.58M -$6.04K -310 -0.4%
CBFP
304
Cedar Brook Financial Partners
Ohio
$1.58M -$29.7K -1,522 -2%
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$1.58M +$1.58M +79,346 New
Goldman Sachs
306
Goldman Sachs
New York
$1.58M -$1.79M -91,950 -53%
American Century Companies
307
American Century Companies
Missouri
$1.56M +$1.32M +67,482 +536%
EWM
308
Elmwood Wealth Management
California
$1.54M +$67K +3,440 +5%
PGFC
309
Peapack-Gladstone Financial Corp
New Jersey
$1.53M +$187K +9,588 +14%
TDWM
310
Topel & Distasi Wealth Management
California
$1.52M – – –
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$1.52M +$82.3K +4,218 +6%
CAP
312
Columbia Advisory Partners
Washington
$1.5M +$57.7K +2,958 +4%
SFG
313
Sunburst Financial Group
Alabama
$1.49M +$165K +8,454 +12%
HI
314
Harbour Investments
Wisconsin
$1.49M +$1.49M +76,256 New
VCM
315
Vivaldi Capital Management
Illinois
$1.48M -$3.98K -204 -0.3%
Fidelity Investments
316
Fidelity Investments
Massachusetts
$1.48M +$139K +7,122 +10%
LHEI
317
Leo H. Evart Inc
California
$1.48M -$8.07K -414 -0.5%
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$1.48M -$94.7K -4,862 -6%
CMBA
319
C.M. Bidwell & Associates
Hawaii
$1.46M +$228K +11,680 +18%
Lido Advisors
320
Lido Advisors
California
$1.44M +$23.5K +1,208 +2%
MS
321
Madden Securities
Texas
$1.42M +$12.2K +628 +0.9%
SIG
322
Spinnaker Investment Group
California
$1.41M -$1.03M -52,928 -42%
MCM
323
Mainstay Capital Management
Michigan
$1.41M +$3.55K +182 +0.3%
JGCM
324
Joseph Group Capital Management
Ohio
$1.41M -$150K -7,720 -10%
AAS
325
Avantax Advisory Services
Texas
$1.4M +$331K +16,962 +31%
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