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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 %
KWM
401
Kingsview Wealth Management
Oregon
$913K +$63.6K +3,260 +7%
AWM
402
Aspire Wealth Management
Massachusetts
$909K +$17.7K +906 +2%
CAL
403
Capital Analysts LLC
Pennsylvania
$908K +$69.9K +3,586 +8%
GCA
404
Gradient Capital Advisors
California
$890K +$124K +6,388 +16%
MCM
405
Mitchell Capital Management
Kansas
$887K +$52.8K +2,708 +6%
ZF
406
Zhang Financial
Michigan
$886K +$98.8K +5,070 +13%
GC
407
Grimes & Company
Massachusetts
$878K -$2.66M -136,552 -75%
IF
408
Ironwood Financial
Arizona
$876K -$29.4K -1,508 -3%
CAM
409
Cozad Asset Management
Illinois
$876K +$70.3K +3,606 +9%
PSIWM
410
Paradigm Strategies in Wealth Management
Minnesota
$873K -$26.5K -1,360 -3%
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
$854K -$210K -10,774 -20%
JWS
412
Juncture Wealth Strategies
Arizona
$854K +$132K +6,776 +18%
WWP
413
WR Wealth Planners
Missouri
$854K -$8.15K -418 -0.9%
FNBT
414
FineMark National Bank & Trust
Florida
$853K +$6.94K +356 +0.8%
WIC
415
Woodmont Investment Counsel
Tennessee
$846K +$3.16K +162 +0.4%
BI
416
Blooom Inc
Kansas
$844K -$74.1K -3,304 -8%
SAF
417
Smith Anglin Financial
Texas
$842K -$4.25K -218 -0.5%
William Blair & Company
418
William Blair & Company
Illinois
$841K -$65.9K -3,382 -7%
RC
419
Roundview Capital
New Jersey
$840K -$19.7K -1,010 -2%
AWS
420
Atria Wealth Solutions
New York
$839K -$251K -12,884 -23%
BAM
421
Belpointe Asset Management
Nevada
$827K -$635K -32,598 -43%
CA
422
Cetera Advisors
Colorado
$827K -$32.7K -1,678 -4%
CWM
423
Castle Wealth Management
Florida
$826K +$826K +42,388 New
OCG
424
Opus Capital Group
Ohio
$822K -$38K -1,950 -4%
AFAS
425
Acorn Financial Advisory Services
Virginia
$819K +$18.4K +944 +2%
15 16
17
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