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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 %
DSC
326
Duncker Streett & Co
Missouri
$1.38M -$11.5K -592 -0.8%
LF
327
Lee Financial
Texas
$1.38M +$1.33M +68,336 +3,106%
PA
328
Parallel Advisors
California
$1.37M -$396K -20,320 -22%
TWM
329
Thrive Wealth Management
Pennsylvania
$1.37M +$168K +8,644 +14%
BAM
330
Baldrige Asset Management
Pennsylvania
$1.36M -$21.8K -1,118 -2%
PWA
331
Pillar Wealth Advisors
Pennsylvania
$1.35M +$8.74K +448 +0.7%
AIA
332
Arcadia Investment Advisors
Idaho
$1.34M -$58.2K -2,984 -4%
BJL
333
Brighton Jones LLC
Washington
$1.3M +$37.5K +1,922 +3%
HWMG
334
Hurlow Wealth Management Group
Indiana
$1.29M -$1.01K -52 -0.1%
FG
335
Foster Group
Iowa
$1.29M +$130K +6,690 +11%
PAM
336
Palisade Asset Management
Minnesota
$1.28M – – –
BP
337
BCK Partners
New York
$1.27M -$5.53K -284 -0.4%
LC
338
LTG Capital
Massachusetts
$1.27M +$46.3K +2,374 +4%
OFG
339
Omega Financial Group
California
$1.26M -$146K -7,472 -10%
AIM
340
Aspen Investment Management
Michigan
$1.26M -$15.3K -784 -1%
MCM
341
Mengis Capital Management
Oregon
$1.25M -$13.9K -712 -1%
SIA
342
Sage Investment Advisers
New York
$1.25M +$65.8K +3,374 +6%
SAM
343
Summit Asset Management
Tennessee
$1.25M -$1.07M -54,688 -46%
WCM
344
Wisconsin Capital Management
Wisconsin
$1.25M – – –
CC
345
Copperleaf Capital
North Carolina
$1.24M +$25.5K +1,308 +2%
AWM
346
Avior Wealth Management
Nebraska
$1.23M -$42.2K -2,164 -3%
Wealthfront Advisers
347
Wealthfront Advisers
California
$1.21M +$206K +10,558 +20%
ISWM
348
Independent Solutions Wealth Management
New York
$1.19M -$382K -19,596 -24%
DAS
349
Dynamic Advisor Solutions
Arizona
$1.19M +$110K +5,636 +10%
PRS
350
Pinkerton Retirement Specialists
Idaho
$1.18M +$50.7K +2,602 +4%
12 13
14
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