SCHA icon

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 %
MAG
601
Mayfair Advisory Group
Alabama
$326K -$381K -17,692 -54%
SMG
602
Spectrum Management Group
Indiana
$324K -$22.9K -1,172 -7%
JCM
603
Jacobsen Capital Management
Utah
$324K +$55.7K +2,854 +21%
WOC
604
West Oak Capital
California
$323K -$35.6K -1,830 -10%
AA
605
Alesco Advisors
New York
$318K +$22.7K +1,162 +8%
PA
606
Planning Alternatives
Michigan
$317K -$509K -26,122 -62%
WCM
607
Weik Capital Management
Pennsylvania
$312K – – –
MA
608
MJP Associates
Connecticut
$312K – – –
PIM
609
Penobscot Investment Management
Massachusetts
$312K – – –
SFG
610
Sovereign Financial Group
Connecticut
$303K +$14.1K +724 +5%
TWM
611
Triton Wealth Management
Arizona
$303K +$146K +6,776 +93%
SPA
612
Sentinel Pension Advisors
Massachusetts
$302K +$19.9K +1,022 +7%
KFA
613
Kelleher Financial Advisors
New York
$302K +$38.9K +2,000 +15%
GC
614
Gilbert & Cook
Iowa
$302K +$302K +15,504 New
PG
615
Proffitt & Goodson
Tennessee
$301K – – –
WCA
616
Waypoint Capital Advisors
Minnesota
$300K +$300K +15,384 New
JWM
617
Jeppson Wealth Management
California
$298K +$24.3K +1,246 +9%
VHAM
618
Van Hulzen Asset Management
California
$296K -$164K -8,416 -36%
FNBOMD
619
First National Bank of Mount Dora
Florida
$296K – – –
FM
620
Foster & Motley
Ohio
$296K +$31.2K +1,600 +12%
FRA
621
Front Row Advisors
California
$294K – – –
TP
622
Tranquility Partners
Tennessee
$292K +$292K +14,982 New
BMD
623
Better Money Decisions
New Mexico
$290K -$65.7K -3,362 -18%
FG
624
Fiduciary Group
Georgia
$282K -$13.7K -612 -5%
SG
625
Somerset Group
Minnesota
$282K -$4.63K -238 -2%
23 24
25
26 27