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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.

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
1
Charles Schwab Investment Advisory
California
$4.43B
2
Bank of America
2
Bank of America
North Carolina
$764M
3
PCA
3
Personal Capital Advisors
California
$427M
4
TI
4
Tidal Investments
Wisconsin
$34.1M
5
SEI Investments
5
SEI Investments
Pennsylvania
$353M

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$58.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.38M
3
Ameriprise
3
Ameriprise
Minnesota
$26.2M
4
SA
4
Scarborough Advisors
Maryland
$12.2M
5
CAP
5
Columbia Advisory Partners
Washington
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
$16.9M -$710K -29,980 -4%
BWA
52
BlueSky Wealth Advisors
North Carolina
$16.6M -$1.19M -50,364 -7%
OWM
53
Orgel Wealth Management
Wisconsin
$16.3M +$4.02M +169,942 +33%
BFG
54
Bouchey Financial Group
New York
$16.2M +$919K +38,792 +6%
PPA
55
Parametric Portfolio Associates
Washington
$15.8M +$4.39M +185,290 +39%
RFA
56
Radnor Financial Advisors
Pennsylvania
$15.6M +$565K +23,848 +4%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$14.7M +$11.7K +492 +0.1%
KBFS
58
Kohmann Bosshard Financial Services
Ohio
$14.6M +$6.5M +274,356 +81%
FI
59
FIDELIS iM
Oregon
$14.4M -$1.24M -52,284 -8%
NSAM
60
North Star Asset Management
Wisconsin
$14.3M +$622K +26,250 +5%
SFP
61
Strategic Financial Planning
Texas
$13.9M -$1.58M -66,570 -10%
BWA
62
Burt Wealth Advisors
Maryland
$13.8M -$74.8K -3,160 -0.5%
BSB
63
Bangor Savings Bank
Maine
$13.7M +$718K +30,312 +6%
SFA
64
Sequoia Financial Advisors
Ohio
$13.6M +$563K +23,780 +4%
AWM
65
AE Wealth Management
Kansas
$13.5M +$838K +35,384 +7%
Truist Financial
66
Truist Financial
North Carolina
$13.4M -$302K -12,766 -2%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$13.2M +$13.2M +559,108 New
RJFSA
68
Raymond James Financial Services Advisors
Florida
$13.1M +$1.34M +56,472 +11%
PMG
69
ProVise Management Group
Florida
$12.9M -$588K -24,824 -4%
FNC
70
First National Corp
Massachusetts
$12.8M +$1.26M +53,388 +11%
MA
71
MUFG Americas
New York
$12.7M +$291K +12,292 +2%
NIC
72
Northwest Investment Counselors
Oregon
$12.5M -$654K -27,608 -5%
CCA
73
Clearwater Capital Advisors
Illinois
$12.3M +$398K +16,788 +3%
HGWM
74
Horst & Graben Wealth Management
Oregon
$12.2M -$849K -35,842 -6%
SA
75
Scarborough Advisors
Maryland
$12.2M -$7.71M -325,750 -39%
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