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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 %
ACP
651
Arcus Capital Partners
Georgia
$242K +$242K +12,388 New
SF
652
Summit Financial
New Jersey
$241K +$3.47K +178 +1%
PFM
653
Peak Financial Management
Massachusetts
$239K +$898 +46 +0.4%
USCWA
654
U.S. Capital Wealth Advisors
Texas
$239K +$239K +12,238 New
FM
655
Family Management
New York
$238K +$17.2K +880 +8%
WF
656
Warner Financial
Maryland
$235K +$235K +12,072 New
GWA
657
Geometric Wealth Advisors
District of Columbia
$233K +$779 +40 +0.3%
BFPW
658
BOK Financial Private Wealth
Colorado
$232K -$113K -5,818 -33%
GWM
659
Guardian Wealth Management
Illinois
$232K -$19.9K -1,022 -8%
MWM
660
Merriman Wealth Management
Washington
$232K +$232K +11,882 New
AL
661
Aspiriant LLC
California
$230K +$17.5K +900 +8%
Brown Advisory
662
Brown Advisory
Maryland
$230K +$230K +11,802 New
FCH
663
Freestone Capital Holdings
Washington
$229K -$31.3K -1,608 -12%
BWP
664
BSW Wealth Partners
Colorado
$228K +$312 +16 +0.1%
GWCM
665
Godshalk Welsh Capital Management
Pennsylvania
$226K – – –
DY
666
Dowling & Yahnke
California
$226K +$5.39K +276 +2%
TA
667
Trellis Advisors
Washington
$226K +$226K +11,570 New
APA
668
Astoria Portfolio Advisors
New York
$223K +$273 +14 +0.1%
ACM
669
Advisors Capital Management
New Jersey
$223K +$223K +11,442 New
NWMG
670
National Wealth Management Group
Ohio
$223K +$223K +11,418 New
T
671
TNF
Montana
$222K -$1.23M -59,246 -85%
KWS
672
Keystone Wealth Services
California
$220K -$74.3K -3,812 -25%
MFGM
673
Marshall Financial Group (Maryland)
Maryland
$219K +$219K +11,250 New
GLA
674
Great Lakes Advisors
Illinois
$217K – – –
BFM
675
Broadview Financial Management
Wisconsin
$216K +$5.84K +300 +3%
25 26
27
28 29