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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 %
RIM
401
Rockbridge Investment Management
New York
$1.17M +$19K +794 +2%
HIC
402
Holderness Investments Company
North Carolina
$1.17M +$2.75K +116 +0.2%
FHA
403
Flagship Harbor Advisors
Massachusetts
$1.16M +$205K +8,650 +21%
SFG
404
SNS Financial Group
Minnesota
$1.15M -$89.7K -3,788 -7%
PWW
405
Pettyjohn Wood & White
Virginia
$1.14M +$9.47K +400 +0.8%
WF
406
Whelan Financial
California
$1.14M +$176K +7,422 +18%
GRP
407
Global Retirement Partners
California
$1.14M +$1.14M +55,968 New
LCM
408
Liberty Capital Management
Michigan
$1.14M -$12.1K -512 -1%
AAS
409
Ameritas Advisory Services
Nebraska
$1.13M +$49.8K +2,102 +5%
BTWM
410
Baker Tilly Wealth Management
Wisconsin
$1.13M -$78.8K -3,326 -7%
LFA
411
Laraway Financial Advisors
Minnesota
$1.12M +$41.2K +1,740 +4%
WP
412
WealthPLAN Partners
Nebraska
$1.12M -$32.9K -1,526 -3%
WIM
413
WealthPlan Investment Management
Nebraska
$1.12M +$1.12M +51,986 New
NGA
414
Naples Global Advisors
Florida
$1.1M +$26.6K +1,124 +2%
William Blair & Company
415
William Blair & Company
Illinois
$1.1M +$101K +4,284 +10%
IF
416
Ironwood Financial
Arizona
$1.1M -$44K -1,858 -4%
BI
417
Blooom Inc
Kansas
$1.09M -$26.4K -988 -2%
PSIWM
418
Paradigm Strategies in Wealth Management
Minnesota
$1.09M +$852 +36 +0.1%
KFS
419
Kaizen Financial Strategies
California
$1.09M -$1.6M -67,546 -60%
AWM
420
Aspire Wealth Management
Massachusetts
$1.08M +$47K +1,986 +5%
LGWM
421
Litman Gregory Wealth Management
California
$1.08M -$29.8K -1,258 -3%
APG
422
Abacus Planning Group
South Carolina
$1.07M -$2.94K -124 -0.3%
VFA
423
Valeo Financial Advisors
Indiana
$1.07M -$9.31K -390 -0.9%
FCM
424
Firestone Capital Management
Florida
$1.06M +$18.2K +768 +2%
SSWM
425
Sheets Smith Wealth Management
North Carolina
$1.05M +$38.6K +1,630 +4%
15 16
17
18 19