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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 %
S
701
SignatureFD
Georgia
$167K +$22.1K +1,136 +15%
KA
702
Kozak & Associates
Colorado
$165K +$82.5K +4,222 +100%
HWMA
703
Heritage Wealth Management (Arizona)
Arizona
$165K -$241K -12,366 -59%
LFG
704
Larson Financial Group
Missouri
$164K +$40.2K +2,056 +32%
RDFA
705
Ritter Daniher Financial Advisory
Ohio
$151K – – –
FMII
706
Farmers & Merchants Investments Inc
Nebraska
$145K +$20.2K +1,038 +16%
GWM
707
Geneos Wealth Management
Colorado
$142K +$44.8K +2,282 +46%
ICM
708
Islay Capital Management
Texas
$136K – – –
CA
709
Clearstead Advisors
Ohio
$136K +$75.9K +3,902 +126%
BWA
710
BDO Wealth Advisors
Florida
$134K -$31K -1,586 -19%
NSIM
711
North Star Investment Management
Illinois
$130K – – –
JPMorgan Chase & Co
712
JPMorgan Chase & Co
New York
$127K -$207K -10,606 -62%
OIA
713
Optimum Investment Advisors
Illinois
$122K +$3.48K +178 +3%
KSWA
714
Kathleen S. Wright Associates
Pennsylvania
$121K +$67.2K +3,450 +125%
HI
715
Hudock Inc
Pennsylvania
$119K +$3.99K +206 +3%
FCT
716
First Community Trust
Iowa
$113K – – –
CI
717
Cordant Inc
Oregon
$112K -$718K -36,952 -86%
OFG
718
Oxford Financial Group
Indiana
$108K +$1.01K +52 +0.9%
LFA
719
Level Financial Advisors
New York
$101K -$4.97K -256 -5%
CDIA
720
Capital Directions Investment Advisors
Georgia
$95K – – –
MA
721
MCF Advisors
Kentucky
$93K -$8.27K -424 -8%
KFI
722
Key Financial Inc
Pennsylvania
$93K +$93K +4,692 New
Bessemer Group
723
Bessemer Group
New Jersey
$92K – – –
CWC
724
Carolinas Wealth Consulting
North Carolina
$92K +$155 +8 +0.2%
TWA
725
TCI Wealth Advisors
Arizona
$84K +$35.8K +1,836 +74%
27 28
29
30 31