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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.

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
1
Bank of America
North Carolina
$756M
2
PCA
2
Personal Capital Advisors
California
$374M
3
Charles Schwab
3
Charles Schwab
California
$279M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$99.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$118M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.93B
2
TI
2
Tidal Investments
Wisconsin
$0
3
5L
3
55I LLC
Massachusetts
$2.78M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$112M
5
AWM
5
Adams Wealth Management
Utah
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
51
North Star Asset Management
Wisconsin
$12.7M +$895K +45,888 +8%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$12.4M +$1.45M +74,504 +13%
OWM
53
Orgel Wealth Management
Wisconsin
$12.3M -$1.1M -56,542 -8%
BWA
54
Burt Wealth Advisors
Maryland
$12.2M +$827K +42,420 +7%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$12.2M -$2.34M -119,902 -16%
BSB
56
Bangor Savings Bank
Maine
$12.1M +$789K +40,448 +7%
FI
57
FIDELIS iM
Oregon
$12M +$92K +4,718 +0.8%
IA
58
IFP Advisors
Florida
$11.9M – – –
SFP
59
Strategic Financial Planning
Texas
$11.6M +$133K +6,818 +1%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$11.4M -$769K -39,462 -6%
MA
61
MUFG Americas
New York
$11.2M +$762K +39,074 +7%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$10.8M +$16.4K +840 +0.2%
FNC
63
First National Corp
Massachusetts
$10.7M +$150K +7,714 +1%
RWP
64
Revolve Wealth Partners
New Jersey
$10.6M +$519K +26,610 +5%
SFA
65
Sequoia Financial Advisors
Ohio
$10.5M -$734K -37,664 -7%
Truist Financial
66
Truist Financial
North Carolina
$10.1M -$947K -48,600 -9%
PMG
67
ProVise Management Group
Florida
$10M -$549K -28,174 -5%
NIC
68
Northwest Investment Counselors
Oregon
$9.85M -$441K -22,646 -4%
CCA
69
Clearwater Capital Advisors
Illinois
$9.82M -$300K -15,368 -3%
ACA
70
Ascension Capital Advisors
Texas
$9.79M +$31.2K +1,598 +0.3%
SFG
71
Sage Financial Group
Pennsylvania
$9.64M +$892K +45,734 +10%
Cerity Partners
72
Cerity Partners
New York
$9.5M +$2.34M +120,106 +33%
PIMG
73
Patriot Investment Management Group
Tennessee
$9.41M +$1.18M +60,702 +14%
ACA
74
Aspire Capital Advisors
Washington
$9.37M +$8.71M +446,592 +1,312%
RA
75
Riversedge Advisors
Delaware
$9.24M +$523K +26,826 +6%
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