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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 %
BCM
426
Boltwood Capital Management
California
$816K +$75K +3,848 +10%
OFS
427
Oldfather Financial Services
Nebraska
$816K +$108K +5,118 +15%
EAM
428
Evanson Asset Management
California
$816K +$318K +16,304 +64%
ICG
429
InterOcean Capital Group
Tennessee
$816K +$354K +18,140 +77%
FWP
430
FAS Wealth Partners
Kansas
$811K +$55.9K +2,866 +7%
WAP
431
Wealthcare Advisory Partners
Pennsylvania
$807K +$6.2K +318 +0.8%
ASN
432
Advisory Services Network
Georgia
$797K +$33.6K +1,722 +4%
CWM
433
Cabot Wealth Management
Massachusetts
$792K -$1.46M -74,998 -65%
CF
434
Centaurus Financial
California
$791K -$537K -27,518 -40%
CST
435
Charles Schwab Trust
Nevada
$776K +$248K +12,720 +47%
TCM
436
Twele Capital Management
Minnesota
$765K +$5.26K +270 +0.7%
WBCM
437
Wilson & Boucher Capital Management
California
$752K -$28.4K -1,456 -4%
CM
438
Columbus Macro
Pennsylvania
$749K -$58.9K -3,022 -7%
CAAM
439
Cornerstone Advisors Asset Management
Pennsylvania
$744K +$263K +13,488 +55%
JAG
440
Journey Advisory Group
Kentucky
$740K -$19.4K -898 -3%
SIMM
441
Stillwater Investment Management (Minnesota)
Minnesota
$737K +$737K +37,828 New
IFS
442
Ifrah Financial Services
Arkansas
$730K +$1.52K +78 +0.2%
CAG
443
Csenge Advisory Group
Florida
$726K +$456K +23,362 +169%
FSWA
444
Financial Synergies Wealth Advisors
Texas
$723K -$63.8K -3,272 -8%
CWM
445
Cedar Wealth Management
California
$723K -$88.6K -4,546 -11%
SAM
446
S.A. Mason
Michigan
$711K +$195 +10 +0%
Renaissance Technologies
447
Renaissance Technologies
New York
$710K -$971K -49,800 -58%
WT
448
Whittier Trust
California
$702K -$48.7K -2,500 -6%
GFP
449
Guardian Financial Partners
California
$699K +$50.8K +2,608 +8%
CCG
450
Coastwise Capital Group
California
$696K +$96.5K +4,950 +16%
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