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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 %
SF
676
Summit Financial
New Jersey
$288K +$2.42K +102 +0.8%
SFS
677
Strategic Financial Services
New York
$285K +$93.7K +3,956 +49%
CFG
678
Cooper Financial Group
California
$284K -$96.6K -4,082 -25%
NCMW
679
Northern Capital Management (Washington)
Washington
$283K +$4.22K +178 +2%
RG
680
Retirement Group
California
$282K +$24.3K +1,024 +9%
GC
681
Gratus Capital
Georgia
$282K +$282K +11,892 New
GWA
682
Geometric Wealth Advisors
District of Columbia
$282K +$282K +11,918 New
Jane Street
683
Jane Street
New York
$278K +$278K +11,726 New
BWP
684
BSW Wealth Partners
Colorado
$276K -$3.69K -156 -1%
GWCM
685
Godshalk Welsh Capital Management
Pennsylvania
$275K – – –
AWM
686
Atticus Wealth Management
Florida
$275K +$275K +11,612 +290,300%
LA
687
LexAurum Advisors
Kansas
$274K -$82.3K -3,474 -23%
GWA
688
GGM Wealth Advisors
Maryland
$273K +$273K +11,708 New
APA
689
Astoria Portfolio Advisors
New York
$271K +$2.28K +96 +0.8%
GBWM
690
Granite Bay Wealth Management
New Hampshire
$270K -$14.2K -598 -5%
FM
691
Family Management
New York
$268K -$92.2K -3,890 -26%
DY
692
Dowling & Yahnke
California
$268K +$268K +11,304 New
G
693
Gainplan
Michigan
$265K -$57.1K -2,414 -18%
WI
694
Wedgewood Investors
Pennsylvania
$264K – – –
GLA
695
Great Lakes Advisors
Illinois
$264K – – –
BRWM
696
B. Riley Wealth Management
Tennessee
$264K +$9.57K +404 +4%
FG
697
Fiduciary Group
Georgia
$262K -$11.8K -596 -4%
AIM
698
AHL Investment Management
Florida
$262K -$47 -2 -0%
SSCA
699
South Shore Capital Advisors
Massachusetts
$262K – – –
UIA
700
Ulland Investment Advisors
Minnesota
$261K -$86.1K -3,640 -25%
26 27
28
29 30