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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 %
EVM
476
Eaton Vance Management
Massachusetts
$605K – – –
AWA
477
Acorn Wealth Advisors
Michigan
$602K -$18.6K -956 -3%
CAMG
478
CWA Asset Management Group
Florida
$600K +$44.1K +2,260 +8%
CHJWM
479
Carlton Hofferkamp & Jenks Wealth Management
Texas
$598K -$14.3K -710 -2%
BA
480
Bristlecone Advisors
Washington
$596K – – –
MMA
481
Miracle Mile Advisors
California
$594K +$103K +5,288 +21%
APG
482
Abacus Planning Group
South Carolina
$591K -$291K -14,924 -33%
CAG
483
Curtis Advisory Group
California
$585K +$62.3K +3,194 +12%
SIC
484
Sigma Investment Counselors
Michigan
$582K – – –
GWA
485
GGM Wealth Advisors
Maryland
$578K +$348K +17,664 +151%
KFS
486
Kaizen Financial Strategies
California
$577K -$318K -16,340 -36%
ACI
487
Alpha Cubed Investments
California
$577K – – –
GVAG
488
Great Valley Advisor Group
Delaware
$575K +$459K +23,510 +395%
BA
489
Bridgewater Advisors
New York
$574K +$3.51K +180 +0.6%
AL
490
ACAS LLC
California
$573K -$20.9K -968 -4%
FHB
491
First Hawaiian Bank
Hawaii
$571K +$2.38K +122 +0.4%
PWP
492
Principle Wealth Partners
Connecticut
$568K +$568K +29,142 New
AWA
493
Arete Wealth Advisors
Illinois
$566K -$532K -37,668 -48%
MCC
494
Money Concepts Capital
Florida
$564K -$629K -31,888 -53%
WIA
495
World Investment Advisors
California
$563K +$221K +10,142 +64%
APSI
496
Asset Planning Services Inc
Louisiana
$560K -$15.6K -800 -3%
T
497
TCWP
Ohio
$558K -$3.54M -181,972 -86%
PNC Financial Services Group
498
PNC Financial Services Group
Pennsylvania
$558K -$21.2K -1,088 -4%
JWBC
499
John W. Brooker & Co
California
$555K +$3.2K +164 +0.6%
FC
500
FCA Corp
Texas
$548K +$467 +24 +0.1%
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