SCHA icon

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 %
DBRC
501
D.B. Root & Company
Pennsylvania
$545K -$31.8K -1,632 -6%
BPM
502
Bowling Portfolio Management
Ohio
$543K -$10.8K -552 -2%
BIA
503
Bigelow Investment Advisors
Maine
$540K -$7.8K -400 -1%
DTC
504
Davidson Trust Company
Washington
$540K – – –
AIM
505
Avity Investment Management
Connecticut
$538K – – –
BDFN
506
Bond & Devick Financial Network
Minnesota
$538K – – –
VT
507
Vise Technologies
New York
$534K +$534K +27,384 New
CCM
508
Condor Capital Management
New Jersey
$530K +$25.3K +1,298 +5%
OPS
509
Orion Portfolio Solutions
Nebraska
$529K -$6.51K -334 -1%
GDP
510
Great Diamond Partners
Maine
$528K +$27.7K +1,424 +6%
GIA
511
GHP Investment Advisors
Colorado
$527K +$9.04K +464 +2%
MFG
512
Merit Financial Group
Georgia
$523K +$523K +26,836 New
AO
513
Advisor OS
Illinois
$517K +$390 +20 +0.1%
SBIA
514
Sheaff Brock Investment Advisors
Indiana
$517K +$46.8K +2,400 +10%
LFA
515
Landmark Financial Advisors
Kentucky
$506K -$82.3K -4,224 -14%
EH
516
Equitable Holdings
New York
$506K +$90.3K +4,634 +22%
VFA
517
Valeo Financial Advisors
Indiana
$499K -$371K -19,040 -43%
ARC
518
Advisor Resource Council
Texas
$496K +$496K +25,420 New
AFA
519
American Financial Advisors
Georgia
$494K +$103K +5,256 +26%
CA
520
CoreCap Advisors
Michigan
$492K -$341K -17,490 -41%
SFO
521
Stokes Family Office
Louisiana
$492K -$188K -9,634 -28%
RWIA
522
Roger Wittlin Investment Advisory
California
$486K -$2.04M -104,886 -81%
EWM
523
Evermay Wealth Management
Virginia
$486K +$44.9K +2,300 +10%
WCFA
524
Walkner Condon Financial Advisors
Wisconsin
$481K +$39 +2 +0%
CWA
525
Cornerstone Wealth Advisors
Minnesota
$478K -$23.9K -1,224 -5%
19 20
21
22 23