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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 %
AIM
676
AHL Investment Management
Florida
$215K -$1.17K -60 -0.5%
SSCA
677
South Shore Capital Advisors
Massachusetts
$215K +$39 +2 +0%
DWP
678
Destiny Wealth Partners
Florida
$214K -$161K -8,256 -43%
AFS
679
Annapolis Financial Services
Maryland
$214K – – –
CAI
680
Capital Advisors Inc
Oklahoma
$214K +$30.7K +1,578 +17%
GBWM
681
Granite Bay Wealth Management
New Hampshire
$213K -$9.37K -480 -4%
IWN
682
Independent Wealth Network
Iowa
$212K -$70.2K -3,594 -25%
FMWA
683
Forvis Mazars Wealth Advisors
Missouri
$212K +$9.34K +480 +5%
G
684
Gainplan
Michigan
$211K -$8.02K -410 -4%
BIP
685
Blueprint Investment Partners
North Carolina
$210K +$210K +10,772 New
BBW
686
Blue Barn Wealth
Utah
$209K +$5.16K +264 +3%
UB
687
UMB Bank
Missouri
$208K – – –
Prudential Financial
688
Prudential Financial
New Jersey
$205K -$89.1K -4,522 -30%
PAMG
689
Patton Albertson Miller Group
Tennessee
$204K -$355K -18,220 -63%
FLA
690
Financial Life Advisors
Texas
$201K -$145K -7,432 -42%
CPA
691
Cardiff Park Advisors
California
$200K +$5.31K +272 +3%
HWM
692
Horizons Wealth Management
North Carolina
$200K +$200K +8,792 New
EW
693
Evoke Wealth
California
$198K – – –
PFP
694
Pinnacle Financial Partners
Tennessee
$193K +$703 +36 +0.4%
CAL
695
Capital Advisors Ltd
Ohio
$193K +$87.4K +4,480 +83%
MCM
696
Manchester Capital Management
Vermont
$190K – – –
SSB
697
Sandy Spring Bank
Maryland
$184K +$22.4K +1,152 +14%
TRCT
698
Tower Research Capital (TRC)
New York
$184K +$145K +7,430 +372%
CWA
699
Clearview Wealth Advisors
Oregon
$175K -$1.67M -85,444 -91%
LWANC
700
Laurel Wealth Advisors (North Carolina)
North Carolina
$175K – – –
26 27
28
29 30