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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 %
JC
526
Jentner Corp
Ohio
$477K -$31.2K -1,600 -6%
CIR
527
Clear Investment Research
Georgia
$476K -$3.7K -190 -0.8%
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$475K +$337K +17,284 +243%
MHB
529
Midwest Heritage Bank
Iowa
$474K -$82.8K -4,244 -15%
SAM
530
Strategic Asset Management
Minnesota
$473K +$39 +2 +0%
MPM
531
Meritage Portfolio Management
Kansas
$472K -$2.34K -120 -0.5%
BBA
532
BLB&B Advisors
Pennsylvania
$471K -$11.2K -576 -2%
CA
533
Capital Advantage
California
$471K +$2.65K +136 +0.6%
DP
534
DDD Partners
Washington
$466K +$20.8K +1,066 +5%
SWM
535
Selective Wealth Management
Virginia
$464K +$398K +20,458 +608%
LIA
536
LBMC Investment Advisors
Tennessee
$456K +$141K +7,220 +45%
FAG
537
Fortitude Advisory Group
Washington
$454K +$7.73K +396 +2%
ACMA
538
Arbor Capital Management (Alaska)
Alaska
$453K -$24.3K -1,246 -5%
APP
539
Avantax Planning Partners
Iowa
$442K -$19.8K -1,016 -4%
CFD
540
Creative Financial Designs
Indiana
$435K -$128K -6,580 -23%
BO
541
BRR OpCo
Ohio
$431K -$8.11K -416 -2%
ACM
542
Armbruster Capital Management
New York
$430K – – –
PCM
543
Parsons Capital Management
Rhode Island
$430K +$25.9K +1,330 +6%
VCP
544
Vista Capital Partners
Oregon
$429K -$3.63K -186 -0.8%
MWM
545
Madison Wealth Management
Ohio
$427K +$16.6K +850 +4%
WCM
546
Wealthcare Capital Management
Virginia
$421K +$39 +2 +0%
TAM
547
Townsend Asset Management
North Carolina
$418K +$11.1K +568 +3%
WSTAM
548
Wilbanks Smith & Thomas Asset Management
Virginia
$415K +$23.4K +1,198 +6%
TF
549
TIAA FSB
Florida
$414K +$22K +1,128 +6%
TFA
550
Trinity Financial Advisors
Ohio
$410K -$181K -9,268 -31%
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