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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 %
AR
451
Apeiron RIA
Texas
$949K -$173K -7,520 -15%
WBCM
452
Wilson & Boucher Capital Management
California
$948K +$19K +802 +2%
BWM
453
Boyd Wealth Management
California
$943K +$523K +22,074 +124%
GCA
454
Gradient Capital Advisors
California
$930K +$133K +5,610 +17%
ASN
455
Advisory Services Network
Georgia
$928K +$38.5K +1,624 +4%
TCM
456
Twele Capital Management
Minnesota
$923K -$15K -632 -2%
FWP
457
FAS Wealth Partners
Kansas
$917K +$34.8K +1,468 +4%
KAS
458
Kestra Advisory Services
Texas
$916K +$26.3K +1,110 +3%
WT
459
Whittier Trust
California
$912K +$78.3K +3,308 +9%
BCM
460
Boltwood Capital Management
California
$900K +$261K +11,030 +41%
BlackRock
461
BlackRock
New York
$886K +$56K +2,364 +7%
IFS
462
Ifrah Financial Services
Arkansas
$884K -$31.4K -1,326 -3%
MWM
463
Maripau Wealth Management
Indiana
$881K +$125K +5,536 +16%
RPG
464
Resource Planning Group
Georgia
$877K +$7.06K +298 +0.8%
JWS
465
Juncture Wealth Strategies
Arizona
$877K +$204K +8,602 +30%
ACG
466
Allen Capital Group
Nebraska
$872K -$90.7K -3,830 -9%
SAM
467
S.A. Mason
Michigan
$863K +$4.55K +192 +0.5%
OCM
468
One Capital Management
California
$862K -$9.23K -390 -1%
BCM
469
Brookstone Capital Management
Illinois
$857K -$703K -30,896 -45%
WP
470
WealthSource Partners
California
$846K +$331K +13,956 +64%
JAG
471
Journey Advisory Group
Kentucky
$834K +$5.54K +234 +0.7%
YWP
472
YorkBridge Wealth Partners
New York
$834K +$194K +8,216 +30%
CG
473
Colony Group
Massachusetts
$829K -$22.7K -958 -3%
SFO
474
Stokes Family Office
Louisiana
$826K +$826K +34,878 New
PFC
475
Phocas Financial Corp
California
$818K -$686K -28,964 -46%
17 18
19
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