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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 %
QCG
376
Quadrant Capital Group
Ohio
$1.36M -$47 -2 -0%
SWP
377
Stratos Wealth Partners
Ohio
$1.35M -$22.8K -964 -2%
PWMAG
378
Pinnacle Wealth Management Advisory Group
New Jersey
$1.35M +$14.7K +622 +1%
OC
379
Oarsman Capital
Wisconsin
$1.33M -$10.3K -436 -0.8%
CA
380
Cambridge Advisors
Nebraska
$1.33M +$31.6K +1,334 +2%
AWS
381
Atria Wealth Solutions
New York
$1.32M +$1.32M +55,912 New
NCM
382
Northwest Capital Management
Oregon
$1.32M -$55.4K -2,338 -4%
DAS
383
Dynamic Advisor Solutions
Arizona
$1.31M -$36.9K -1,558 -3%
AAS
384
Avantax Advisory Services
Texas
$1.3M -$377K -15,962 -23%
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M -$196K -8,274 -13%
AF
386
Allworth Financial
California
$1.28M +$172K +7,244 +16%
APA
387
American Portfolios Advisors
New York
$1.27M -$2.32K -98 -0.2%
BAM
388
Barrett Asset Management
New York
$1.26M +$14.2K +602 +1%
CC
389
Callan Capital
California
$1.26M +$322K +13,596 +34%
CFO
390
CVA Family Office
Colorado
$1.25M +$329K +13,918 +36%
MMHP
391
Murphy Middleton Hinkle & Parker
Georgia
$1.25M +$84.7K +3,576 +7%
IWMA
392
Ironwood Wealth Management (Arizona)
Arizona
$1.24M -$35.5K -1,500 -3%
GIA
393
Gladstone Institutional Advisory
Florida
$1.24M -$2.19M -92,524 -64%
RTL
394
Red Tortoise LLC
Georgia
$1.23M -$62.4K -2,634 -5%
Wealthfront Advisers
395
Wealthfront Advisers
California
$1.22M +$558K +23,572 +84%
JCIA
396
Jackson Creek Investment Advisors
Colorado
$1.21M +$40.3K +1,702 +3%
AWM
397
Abound Wealth Management
Tennessee
$1.21M -$11.7K -496 -1%
WCWM
398
Wooster Corthell Wealth Management
Connecticut
$1.21M -$13.1K -552 -1%
NF
399
NTB Financial
Colorado
$1.2M -$10.6K -446 -0.9%
PCM
400
Passive Capital Management
Maryland
$1.2M +$22.3K +940 +2%
14 15
16
17 18