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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 %
WWP
426
WR Wealth Planners
Missouri
$1.05M +$1.05M +44,218 New
CA
427
Cetera Advisors
Colorado
$1.05M -$23.2K -980 -2%
OCG
428
Opus Capital Group
Ohio
$1.05M +$64.1K +2,704 +7%
RC
429
Roundview Capital
New Jersey
$1.04M +$1.89K +80 +0.2%
KWM
430
Kingsview Wealth Management
Oregon
$1.03M +$2.79K +118 +0.3%
MG
431
MilWealth Group
Wisconsin
$1.03M -$47 -2 -0%
SAF
432
Smith Anglin Financial
Texas
$1.03M -$132K -5,562 -11%
FNBT
433
FineMark National Bank & Trust
Florida
$1.03M +$1.09K +46 +0.1%
WIC
434
Woodmont Investment Counsel
Tennessee
$1.02M +$4.74K +200 +0.5%
CAL
435
Capital Analysts LLC
Pennsylvania
$1.02M -$18K -760 -2%
MCM
436
Mitchell Capital Management
Kansas
$1.01M +$21.1K +890 +2%
CI
437
Cordant Inc
Oregon
$1.01M -$318K -13,436 -24%
CA
438
CoreCap Advisors
Michigan
$1.01M +$177K +7,482 +21%
TFA
439
Teamwork Financial Advisors
Texas
$1.01M +$290K +12,260 +41%
PA
440
Planning Alternatives
Michigan
$1M -$18.3K -772 -2%
FWP
441
Firethorn Wealth Partners
Georgia
$994K -$152K -6,436 -13%
CWM
442
Cedar Wealth Management
California
$986K -$400K -16,878 -29%
CM
443
Columbus Macro
Pennsylvania
$982K -$28.9K -1,220 -3%
CAM
444
Cozad Asset Management
Illinois
$978K – – –
OPWM
445
Oakwell Private Wealth Management
Texas
$976K -$6.11K -258 -0.6%
AFAS
446
Acorn Financial Advisory Services
Virginia
$975K +$37.2K +1,568 +4%
WAP
447
Wealthcare Advisory Partners
Pennsylvania
$973K +$255K +10,746 +35%
ZF
448
Zhang Financial
Michigan
$957K +$957K +40,414 New
FSWA
449
Financial Synergies Wealth Advisors
Texas
$956K +$189 +8 +0%
ASW
450
Astoria Strategic Wealth
Texas
$955K -$86K -3,630 -8%
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