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 %
TDWM
326
Topel & Distasi Wealth Management
California
$1.85M -$100K -4,224 -5%
AWA
327
Arete Wealth Advisors
Illinois
$1.84M +$53K +2,238 +3%
LHEI
328
Leo H. Evart Inc
California
$1.81M -$15.2K -642 -0.8%
EWM
329
Elmwood Wealth Management
California
$1.78M +$223K +9,436 +14%
BAM
330
Belpointe Asset Management
Nevada
$1.78M -$71.5K -3,018 -4%
CAP
331
Columbia Advisory Partners
Washington
$1.76M -$7.59M -320,520 -81%
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$1.75M +$688K +29,058 +65%
Lido Advisors
333
Lido Advisors
California
$1.72M +$757 +32 +0%
JPG
334
Jordan Park Group
California
$1.72M +$49.6K +2,094 +3%
OFG
335
Omega Financial Group
California
$1.71M -$296K -12,484 -15%
AWM
336
Aries Wealth Management
Maine
$1.71M +$1.71M +72,312 New
MS
337
Madden Securities
Texas
$1.71M +$127K +5,372 +8%
MCM
338
Mainstay Capital Management
Michigan
$1.71M -$4.17K -176 -0.2%
AIA
339
Arcadia Investment Advisors
Idaho
$1.7M -$153K -6,480 -8%
DSC
340
Duncker Streett & Co
Missouri
$1.69M -$179K -7,566 -10%
BAM
341
Baldrige Asset Management
Pennsylvania
$1.67M +$19.2K +810 +1%
KJWM
342
Kiley Juergens Wealth Management
Washington
$1.66M +$692K +29,210 +71%
MWM
343
Meridian Wealth Management
Kentucky
$1.64M +$86.6K +3,656 +6%
Fidelity Investments
344
Fidelity Investments
Massachusetts
$1.63M +$172K +7,272 +12%
PGFC
345
Peapack-Gladstone Financial Corp
New Jersey
$1.63M +$171K +7,242 +12%
PWA
346
Pillar Wealth Advisors
Pennsylvania
$1.63M -$43.2K -1,824 -3%
CF
347
Centaurus Financial
California
$1.61M -$320K -13,518 -17%
SFG
348
Sunburst Financial Group
Alabama
$1.61M +$186K +7,864 +13%
VCM
349
Vivaldi Capital Management
Illinois
$1.59M +$11.8K +570 +0.8%
HWMG
350
Hurlow Wealth Management Group
Indiana
$1.57M -$132K -5,586 -8%
12 13
14
15 16