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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 %
WWM
551
Windsor Wealth Management
Indiana
$552K -$11.5K -502 -2%
Fisher Asset Management
552
Fisher Asset Management
Washington
$545K +$195K +8,222 +56%
FAG
553
Fortitude Advisory Group
Washington
$542K +$51.8K +2,184 +11%
DP
554
DDD Partners
Washington
$541K +$30.3K +1,278 +6%
EWM
555
Evermay Wealth Management
Virginia
$536K -$19K -800 -3%
FC
556
Forte Capital
New York
$534K -$534K -10,428 -50%
BO
557
BRR OpCo
Ohio
$533K -$102K -4,300 -16%
Bank of New York Mellon
558
Bank of New York Mellon
New York
$530K +$50.7K +2,142 +11%
VCP
559
Vista Capital Partners
Oregon
$526K +$117K +4,940 +29%
ACM
560
Armbruster Capital Management
New York
$523K -$23.7K -1,000 -4%
MFA
561
Mayflower Financial Advisors
Massachusetts
$520K +$335K +14,180 +182%
BFA
562
Beacon Financial Advisory
Ohio
$515K +$195K +8,246 +61%
WCM
563
Wealthcare Capital Management
Virginia
$511K -$70.9K -2,996 -12%
EH
564
Equitable Holdings
New York
$505K +$35.5K +1,498 +8%
MWM
565
Madison Wealth Management
Ohio
$498K +$2.37K +100 +0.5%
NL
566
NWAM LLC
Washington
$494K -$184K -7,756 -27%
TAM
567
Townsend Asset Management
North Carolina
$494K -$18.6K -784 -4%
BFEC
568
Benjamin F. Edwards & Company
Missouri
$494K +$18.3K +772 +4%
HWMA
569
Heritage Wealth Management (Arizona)
Arizona
$493K +$493K +20,824 New
PCM
570
Parsons Capital Management
Rhode Island
$491K +$65.6K +2,772 +15%
LB
571
Legacy Bridge
Iowa
$489K – – –
PHIC
572
Pine Haven Investment Counsel
Massachusetts
$487K -$19K -800 -4%
TIA
573
Tiemann Investment Advisors
California
$486K – – –
CIC
574
Carnegie Investment Counsel
Ohio
$480K +$3.31K +140 +0.7%
CIAS
575
Capital Investment Advisory Services
North Carolina
$479K -$47.3K -1,998 -9%
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