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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 %
HCM
551
Hengehold Capital Management
Ohio
$408K +$210K +10,792 +107%
BFA
552
Beacon Financial Advisory
Ohio
$407K -$16.6K -850 -4%
US Bancorp
553
US Bancorp
Minnesota
$407K +$157K +8,048 +63%
PWA
554
Physician Wealth Advisors
Utah
$406K -$3.27M -151,794 -89%
LB
555
Legacy Bridge
Iowa
$403K – – –
BFEC
556
Benjamin F. Edwards & Company
Missouri
$402K -$4.21K -216 -1%
PHIC
557
Pine Haven Investment Counsel
Massachusetts
$401K +$117 +6 +0%
CIAS
558
Capital Investment Advisory Services
North Carolina
$397K +$2.5K +128 +0.6%
CIC
559
Carnegie Investment Counsel
Ohio
$396K +$351 +18 +0.1%
GWM
560
Gray Wealth Management
Maine
$393K +$664 +34 +0.2%
TIA
561
Tiemann Investment Advisors
California
$392K -$7.8K -400 -2%
Bank of New York Mellon
562
Bank of New York Mellon
New York
$391K -$44.9K -2,304 -10%
APW
563
Austin Private Wealth
Texas
$390K -$3.62M -185,926 -90%
HTC
564
Haverford Trust Company
Pennsylvania
$390K – – –
FLPIM
565
F.L. Putnam Investment Management
Massachusetts
$386K -$4.37K -224 -1%
RIM
566
Rockbridge Investment Management
New York
$383K -$569K -29,176 -60%
SPC
567
Sigma Planning Corp
Michigan
$376K +$28.7K +1,474 +8%
VVP
568
Venture Visionary Partners
Ohio
$375K -$1.79K -92 -0.5%
SF
569
Synovus Financial
Georgia
$374K -$2.03K -104 -0.5%
HHRDM
570
H&H Retirement Design & Management
Nevada
$372K – – –
WW
571
Waterfront Wealth
Kansas
$372K +$5.66K +290 +2%
ES
572
ETF Store
Kansas
$369K +$4.05K +204 +1%
BRC
573
Bell Rock Capital
Delaware
$368K +$368K +18,888 New
CAM
574
Carret Asset Management
New York
$367K – – –
CW
575
CreativeOne Wealth
Kansas
$364K +$364K +18,690 New
21 22
23
24 25