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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 %
PAM
476
Pegasus Asset Management
New York
$818K – – –
AG
477
Appleton Group
Wisconsin
$806K +$93.3K +3,944 +13%
ACA
478
Aspire Capital Advisors
Washington
$806K +$806K +34,044 New
RSWM
479
Robertson Stephens Wealth Management
California
$797K +$797K +33,676 New
Chevy Chase Trust
480
Chevy Chase Trust
Maryland
$786K -$260K -11,004 -25%
DWT
481
Dorsey & Whitney Trust
South Dakota
$786K – – –
MAG
482
Mayfair Advisory Group
Alabama
$785K -$75.1K -3,140 -9%
CP
483
Camelot Portfolios
Ohio
$783K -$159K -6,708 -17%
IFA
484
Index Fund Advisors
California
$770K +$711 +30 +0.1%
KPWS
485
Kestra Private Wealth Services
Texas
$765K +$8.29K +350 +1%
MA
486
MBA Advisors
Pennsylvania
$763K +$187K +7,890 +32%
PSF
487
Pacific Sun Financial
California
$762K +$4.74K +200 +0.6%
AWA
488
Acorn Wealth Advisors
Michigan
$754K -$59.6K -2,514 -7%
BF
489
BOK Financial
Oklahoma
$754K +$3.79K +160 +0.5%
EK
490
Evensky & Katz
Florida
$754K +$4.17K +176 +0.6%
OFS
491
Oldfather Financial Services
Nebraska
$747K +$9.63K +434 +1%
GFP
492
Guardian Financial Partners
California
$745K +$22.2K +992 +3%
MIAN
493
Mariner Independent Advisor Network
Kansas
$744K +$744K +31,262 New
BWM
494
Blossom Wealth Management
California
$741K +$28.5K +1,202 +4%
EVM
495
Eaton Vance Management
Massachusetts
$735K +$672K +28,356 +1,058%
CCG
496
Coastwise Capital Group
California
$728K +$728K +30,762 New
BA
497
Bristlecone Advisors
Washington
$724K -$36.6K -1,546 -5%
TFA
498
Trinity Financial Advisors
Ohio
$718K +$282K +11,920 +65%
FAIM
499
Financial Advocates Investment Management
Washington
$713K -$3.27M -138,176 -82%
SIC
500
Sigma Investment Counselors
Michigan
$707K +$1.94K +82 +0.3%
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