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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 %
CFO
376
CVA Family Office
Colorado
$1.03M +$390 +20 +0%
PWMAG
377
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M -$83.9K -4,300 -8%
AAS
378
Ameritas Advisory Services
Nebraska
$1.02M +$87.8K +4,504 +9%
AWE
379
Avidian Wealth Enterprises
Texas
$1.02M -$641K -32,892 -39%
RPG
380
Resource Planning Group
Georgia
$1.02M +$297K +15,222 +41%
GIA
381
Gladstone Institutional Advisory
Florida
$1.01M -$4.8K -246 -0.5%
RTL
382
Red Tortoise LLC
Georgia
$1.01M +$2.81K +144 +0.3%
NF
383
NTB Financial
Colorado
$1.01M +$22K +1,128 +2%
MMHP
384
Murphy Middleton Hinkle & Parker
Georgia
$1M -$23.6K -1,210 -2%
PCM
385
Passive Capital Management
Maryland
$989K +$4.68K +240 +0.5%
FCM
386
Firestone Capital Management
Florida
$979K +$110K +5,638 +13%
OPWM
387
Oakwell Private Wealth Management
Texas
$968K +$164K +8,434 +20%
AF
388
Allworth Financial
California
$960K -$91.1K -4,670 -9%
BWM
389
Boyd Wealth Management
California
$952K +$175K +8,994 +23%
NGA
390
Naples Global Advisors
Florida
$946K +$37.3K +1,910 +4%
SFG
391
SNS Financial Group
Minnesota
$935K -$9.09K -466 -1%
LGWM
392
Litman Gregory Wealth Management
California
$935K +$44.8K +2,300 +5%
PWW
393
Pettyjohn Wood & White
Virginia
$931K -$7.8K -400 -0.8%
WCWM
394
Wooster Corthell Wealth Management
Connecticut
$929K -$65.5K -3,362 -7%
ACG
395
Allen Capital Group
Nebraska
$923K +$205K +10,500 +29%
APA
396
American Portfolios Advisors
New York
$919K -$129K -6,600 -12%
KJWM
397
Kiley Juergens Wealth Management
Washington
$915K -$452K -23,188 -33%
SSWM
398
Sheets Smith Wealth Management
North Carolina
$914K +$51.4K +2,636 +6%
CC
399
Callan Capital
California
$913K -$127K -6,508 -12%
LFA
400
Laraway Financial Advisors
Minnesota
$913K -$9.35K -480 -1%
14 15
16
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