SCHA icon

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 %
AFS
701
Annapolis Financial Services
Maryland
$260K -$263K -11,112 -50%
AL
702
Aspiriant LLC
California
$259K – – –
PP
703
Palladium Partners
Virginia
$258K – – –
MA
704
MKT Advisors
California
$258K +$14.8K +726 +6%
TF
705
Theory Financial
Colorado
$258K +$258K +10,896 New
IC
706
IEQ Capital
California
$257K +$257K +10,840 New
LAIC
707
Lederer & Associates Investment Counsel
California
$256K -$3.65K -154 -1%
BFM
708
Broadview Financial Management
Wisconsin
$256K +$19.6K +828 +8%
UB
709
UMB Bank
Missouri
$253K -$55.3K -2,336 -18%
BBW
710
Blue Barn Wealth
Utah
$247K -$2.32K -98 -0.9%
FMWA
711
Forvis Mazars Wealth Advisors
Missouri
$247K +$247K +10,418 New
FWIA
712
Fort Washington Investment Advisors
Ohio
$246K +$246K +10,396 New
ATPW
713
Ashton Thomas Private Wealth
Arizona
$244K -$3.17K -134 -1%
EW
714
Evoke Wealth
California
$241K – – –
HCM
715
Hengehold Capital Management
Ohio
$240K -$139K -5,852 -37%
GWANC
716
Guardian Wealth Advisors (North Carolina)
North Carolina
$240K +$379 +16 +0.2%
C
717
Certuity
Florida
$240K +$240K +10,138 New
PP
718
Patten & Patten
Tennessee
$239K -$19K -802 -7%
RWA
719
River Wealth Advisors
Pennsylvania
$239K +$5.69K +240 +2%
BC
720
Brio Consultants
California
$239K +$239K +10,102 New
Betterment LLC
721
Betterment LLC
New York
$237K -$16.1K -680 -6%
SCM
722
SOL Capital Management
Maryland
$237K -$8.04K -340 -3%
DADC
723
D.A. Davidson & Co
Montana
$237K -$5.4K -228 -2%
GB
724
Goepper Burkhardt
South Carolina
$237K – – –
T
725
TRUADVICE
Florida
$237K +$11K +504 +5%
27 28
29
30 31