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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 %
MAS
576
Madden Advisory Services
Florida
$363K +$57K +2,920 +19%
FWI
577
Facet Wealth Inc
Maryland
$363K +$85.8K +4,404 +31%
HI
578
Hendershot Investments
Virginia
$359K +$18.7K +958 +5%
VAS
579
Valicenti Advisory Services
New York
$356K -$6.86K -352 -2%
PFBT
580
Parkside Financial Bank & Trust
Missouri
$356K +$312 +16 +0.1%
FC
581
Forte Capital
New York
$356K +$152K +7,808 +75%
BTWM
582
Baker Tilly Wealth Management
Wisconsin
$355K -$576K -29,548 -62%
SRC
583
Sage Rhino Capital
California
$355K – – –
APW
584
Aurora Private Wealth
New Jersey
$351K -$39.7K -2,040 -10%
PAS
585
Park Avenue Securities
New York
$351K +$55.9K +2,872 +19%
CCM
586
Crew Capital Management
Ohio
$350K – – –
PD
587
Planning Directions
Pennsylvania
$349K -$41.7K -2,140 -11%
SWM
588
Stockman Wealth Management
Montana
$342K +$22.6K +1,160 +7%
SWM
589
Spire Wealth Management
Virginia
$338K -$1.55M -79,262 -82%
JWCA
590
J.W. Cole Advisors
Florida
$337K +$24.5K +1,258 +8%
BL
591
BCWM LLC
Kansas
$336K +$22.3K +1,142 +7%
F
592
F3Logic
Minnesota
$336K +$35.6K +1,828 +12%
ACA
593
Aptus Capital Advisors
Alabama
$336K +$37.9K +1,942 +13%
GWANC
594
Guardian Wealth Advisors (North Carolina)
North Carolina
$335K +$137K +7,058 +70%
CCG
595
Chatham Capital Group
Georgia
$335K +$335K +17,200 New
Northern Trust
596
Northern Trust
Illinois
$331K -$42.6K -2,186 -11%
RPA
597
Rock Point Advisors
Vermont
$331K -$4.68K -240 -1%
WWM
598
Western Wealth Management
Colorado
$331K -$700 -36 -0.2%
AA
599
Aire Advisors
California
$330K -$34.6K -1,770 -9%
LJAC
600
L.J. Altfest & Co
New York
$328K -$3.12K -160 -0.9%
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