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 %
T
351
TNF
Montana
$1.57M -$310K -13,858 -17%
PAM
352
Palisade Asset Management
Minnesota
$1.56M +$23K +972 +2%
BP
353
BCK Partners
New York
$1.55M -$14.9K -628 -0.9%
AIM
354
Aspen Investment Management
Michigan
$1.55M +$568 +24 +0%
SG
355
StoneX Group
New York
$1.55M -$353K -14,902 -19%
AWM
356
Avior Wealth Management
Nebraska
$1.55M -$117K -4,960 -7%
MCM
357
Mengis Capital Management
Oregon
$1.54M +$24.6K +1,038 +2%
BJL
358
Brighton Jones LLC
Washington
$1.54M +$235K +9,920 +18%
VBWMG
359
Von Berge Wealth Management Group
California
$1.52M +$61.3K +2,656 +4%
WCM
360
Wisconsin Capital Management
Wisconsin
$1.52M – – –
CMBA
361
C.M. Bidwell & Associates
Hawaii
$1.5M -$72.8K -3,072 -5%
CFIA
362
Cantor Fitzgerald Investment Advisors
New York
$1.5M +$114K +4,816 +8%
LC
363
LTG Capital
Massachusetts
$1.49M -$44.2K -1,866 -3%
CC
364
Copperleaf Capital
North Carolina
$1.47M +$99.4K +4,198 +7%
TWM
365
Thrive Wealth Management
Pennsylvania
$1.46M +$514K +21,694 +54%
FBB
366
Fulton Breakefield Broenniman
Maryland
$1.44M -$3.93K -166 -0.3%
BWL
367
Bogart Wealth LLC
Virginia
$1.44M -$669K -28,232 -32%
SIA
368
Sage Investment Advisers
New York
$1.44M +$208K +8,776 +17%
MCC
369
Money Concepts Capital
Florida
$1.43M +$164K +6,928 +13%
WPA
370
West Paces Advisors
Georgia
$1.43M -$8.15K -344 -0.6%
FG
371
Foster Group
Iowa
$1.4M +$263K +11,088 +23%
LWM
372
Laidlaw Wealth Management
New York
$1.4M -$144K -6,100 -9%
NIM
373
Nicollet Investment Management
Minnesota
$1.39M -$112K -4,720 -7%
PRS
374
Pinkerton Retirement Specialists
Idaho
$1.38M +$208K +8,770 +18%
GWM
375
Greenhouse Wealth Management
Connecticut
$1.36M -$141K -5,958 -9%
13 14
15
16 17