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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 %
PAM
651
Premier Asset Management
Illinois
$325K – – –
BFC
652
Bedel Financial Consulting
Indiana
$322K +$95 +4 +0%
FM
653
Foster & Motley
Ohio
$322K +$16.9K +712 +6%
KFA
654
Kelleher Financial Advisors
New York
$320K +$1.89K +80 +0.6%
FCH
655
Freestone Capital Holdings
Washington
$317K -$261K -11,002 -45%
BWM
656
BNC Wealth Management
Oregon
$313K -$8.35K -352 -3%
NHC
657
Nicholas Hoffman & Company
Georgia
$313K +$6.73K +284 +2%
DWM
658
Dakota Wealth Management
Florida
$313K +$313K +13,232 New
PCM
659
Pennsylvania Capital Management
Pennsylvania
$310K -$95 -4 -0%
CWS
660
Cypress Wealth Services
California
$309K -$11.9K -504 -4%
CSI
661
Cross Staff Investments
New York
$308K – – –
PFA
662
Pure Financial Advisors
California
$307K -$20.1K -850 -6%
SOS
663
Silver Oak Securities
Tennessee
$307K +$307K +13,406 New
GWM
664
Guardian Wealth Management
Illinois
$306K -$4.16K -176 -1%
SWA
665
SFMG Wealth Advisors
Texas
$304K +$2.42K +102 +0.8%
US Bancorp
666
US Bancorp
Minnesota
$304K +$168K +7,088 +123%
GG
667
Gofen & Glossberg
Illinois
$303K +$39.2K +1,656 +15%
CCG
668
Capital CS Group
California
$302K -$103K -4,364 -26%
NA
669
Nottingham Advisors
New York
$299K – – –
AIM
670
Aurora Investment Managers
Florida
$299K +$299K +12,620 New
American Century Companies
671
American Century Companies
Missouri
$298K -$353K -14,902 -54%
LF
672
LifeSteps Financial
California
$298K -$3.46K -146 -1%
RF
673
RHS Financial
California
$292K -$15.6K -660 -5%
PFM
674
Peak Financial Management
Massachusetts
$289K +$9.15K +386 +3%
TI
675
Trexquant Investment
Connecticut
$289K +$289K +12,206 New
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27
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