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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 %
BFPW
601
BOK Financial Private Wealth
Colorado
$419K +$2.98K +126 +0.7%
CA
602
Calton & Associates
Florida
$418K +$27.7K +1,174 +7%
HI
603
Hendershot Investments
Virginia
$414K -$11.6K -488 -3%
RPA
604
Rock Point Advisors
Vermont
$408K -$1.52K -64 -0.4%
SAM
605
Secure Asset Management
Michigan
$406K -$14K -590 -3%
JPMorgan Chase & Co
606
JPMorgan Chase & Co
New York
$405K +$290K +12,264 +252%
WWM
607
Western Wealth Management
Colorado
$404K -$39.1K -1,652 -9%
LJAC
608
L.J. Altfest & Co
New York
$402K -$4.4K -186 -1%
ES
609
ETF Store
Kansas
$400K -$10K -462 -2%
LWM
610
Ledge Wealth Management
Minnesota
$398K +$398K +16,824 New
CCM
611
Carlson Capital Management
Minnesota
$395K -$20.4K -864 -5%
HHRDM
612
H&H Retirement Design & Management
Nevada
$395K – – –
PCA
613
Permit Capital Advisors
Pennsylvania
$391K +$391K +16,634 New
SWM
614
Stockman Wealth Management
Montana
$388K -$109K -4,620 -22%
LIA
615
LBMC Investment Advisors
Tennessee
$383K – – –
BL
616
BCWM LLC
Kansas
$381K +$6.92K +292 +2%
JWCA
617
J.W. Cole Advisors
Florida
$380K +$5.78K +244 +2%
PIM
618
Penobscot Investment Management
Massachusetts
$379K -$23.7K -1,000 -6%
MA
619
MJP Associates
Connecticut
$379K – – –
WCM
620
Weik Capital Management
Pennsylvania
$379K – – –
BMCM
621
Bryn Mawr Capital Management
Pennsylvania
$378K +$378K +15,980 New
WIA
622
World Investment Advisors
California
$372K -$95 -4 -0%
RPGK
623
Retirement Planning Group (Kansas)
Kansas
$371K -$40.9K -1,728 -10%
MAS
624
Madden Advisory Services
Florida
$371K +$5.49K +232 +2%
PG
625
Proffitt & Goodson
Tennessee
$366K – – –
23 24
25
26 27