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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 %
GWM
576
Gray Wealth Management
Maine
$476K – – –
PD
577
Planning Directions
Pennsylvania
$475K -$88.6K -3,740 -16%
APW
578
Aurora Private Wealth
New Jersey
$475K -$42.2K -1,784 -8%
AFA
579
American Financial Advisors
Georgia
$475K +$26.8K +1,134 +6%
TF
580
TIAA FSB
Florida
$475K +$475K +20,068 New
HTC
581
Haverford Trust Company
Pennsylvania
$474K -$23.7K -1,002 -5%
FLPIM
582
F.L. Putnam Investment Management
Massachusetts
$474K +$93.9K +3,966 +25%
VVP
583
Venture Visionary Partners
Ohio
$457K -$11.6K -488 -2%
DWP
584
Destiny Wealth Partners
Florida
$455K +$11K +466 +2%
Northern Trust
585
Northern Trust
Illinois
$454K -$330K -13,944 -42%
SF
586
Synovus Financial
Georgia
$454K -$3.96K -168 -0.9%
CAM
587
Carret Asset Management
New York
$446K +$37.9K +1,600 +9%
VAS
588
Valicenti Advisory Services
New York
$441K -$107K -4,536 -20%
WSTAM
589
Wilbanks Smith & Thomas Asset Management
Virginia
$441K -$41.3K -1,880 -9%
AA
590
Aire Advisors
California
$441K -$5.25K -222 -1%
WOC
591
West Oak Capital
California
$436K -$13.3K -560 -3%
WW
592
Waterfront Wealth
Kansas
$432K +$4.79K +208 +1%
PFBT
593
Parkside Financial Bank & Trust
Missouri
$432K +$59K +2,492 +16%
SRC
594
Sage Rhino Capital
California
$431K – – –
BMD
595
Better Money Decisions
New Mexico
$431K – – –
CCM
596
Crew Capital Management
Ohio
$425K -$13.2K -560 -3%
SPI
597
Sutton Place Investors
New York
$422K -$18K -806 -4%
SPC
598
Sigma Planning Corp
Michigan
$422K +$422K +17,814 New
SMG
599
Spectrum Management Group
Indiana
$421K -$3.41K -144 -0.8%
FLA
600
Financial Life Advisors
Texas
$421K +$221K +9,316 +110%
22 23
24
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