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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 %
CST
526
Charles Schwab Trust
Nevada
$641K -$242K -10,240 -27%
CAG
527
Curtis Advisory Group
California
$635K +$49.4K +2,086 +8%
GIA
528
GHP Investment Advisors
Colorado
$629K -$66.2K -2,796 -10%
AO
529
Advisor OS
Illinois
$627K +$5.11K +216 +0.8%
FANJ
530
Financial Architects (New Jersey)
New Jersey
$624K -$17.8K -750 -3%
JC
531
Jentner Corp
Ohio
$617K -$39.4K -1,664 -6%
CCM
532
Condor Capital Management
New Jersey
$613K -$11.9K -504 -2%
CWA
533
Cornerstone Wealth Advisors
Minnesota
$609K -$158K -6,666 -21%
GDP
534
Great Diamond Partners
Maine
$608K -$63.6K -2,690 -9%
EAM
535
Evanson Asset Management
California
$605K +$4.03K +170 +0.7%
EGWAG
536
Elwood & Goetz Wealth Advisory Group
Georgia
$597K -$3.27K -138 -0.5%
MMA
537
Miracle Mile Advisors
California
$596K -$18.5K -780 -3%
BBA
538
BLB&B Advisors
Pennsylvania
$585K -$2.08K -88 -0.4%
CAAM
539
Cornerstone Advisors Asset Management
Pennsylvania
$584K +$584K +24,668 New
WCFA
540
Walkner Condon Financial Advisors
Wisconsin
$584K -$376K -15,854 -39%
CIR
541
Clear Investment Research
Georgia
$583K +$3.5K +148 +0.6%
ACMA
542
Arbor Capital Management (Alaska)
Alaska
$581K +$48.2K +2,030 +9%
MPM
543
Meritage Portfolio Management
Kansas
$576K – – –
SAM
544
Strategic Asset Management
Minnesota
$575K -$21.5K -906 -4%
SBIA
545
Sheaff Brock Investment Advisors
Indiana
$571K +$54K +2,280 +10%
CA
546
Capital Advantage
California
$569K +$569K +24,046 New
JWM
547
JFG Wealth Management
Colorado
$568K -$36.2K -1,528 -6%
ICG
548
InterOcean Capital Group
Tennessee
$562K +$137K +5,760 +32%
APP
549
Avantax Planning Partners
Iowa
$561K -$17.7K -746 -3%
VHAM
550
Van Hulzen Asset Management
California
$559K -$18.5K -780 -3%
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