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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.

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 %
TW
726
TrinityPoint Wealth
Connecticut
$236K -$52.8K -2,232 -18%
CPA
727
Cardiff Park Advisors
California
$236K +$142 +6 +0.1%
WFC
728
Western Financial Corp
California
$236K +$236K +9,964 New
PFP
729
Pinnacle Financial Partners
Tennessee
$233K +$331 +14 +0.1%
AA
730
Apriem Advisors
California
$232K +$1.47K +62 +0.6%
MCM
731
Manchester Capital Management
Vermont
$230K -$506K -21,398 -69%
TC
732
TownSquare Capital
Utah
$230K -$43.2K -1,822 -16%
SCM
733
Stordahl Capital Management
Colorado
$226K +$3.03K +128 +1%
CAI
734
Capital Advisors Inc
Oklahoma
$223K +$36.5K +1,540 +20%
CPP
735
Capasso Planning Partners
South Carolina
$219K +$219K +9,232 New
RIS
736
Retirement Income Solutions
Michigan
$218K – – –
CA
737
Claro Advisors
Massachusetts
$215K -$215K -4,200 -50%
PFA
738
Pinnacle Family Advisors
Missouri
$214K -$69K -2,918 -24%
BCI
739
Brinker Capital Investments
Pennsylvania
$214K +$214K +9,056 New
LWANC
740
Laurel Wealth Advisors (North Carolina)
North Carolina
$213K -$50.8K -2,140 -19%
FMN
741
Financial Management Network
California
$212K +$288 +12 +0.1%
MWP
742
Meridian Wealth Partners
Pennsylvania
$212K +$5.54K +234 +3%
MG
743
McCutchen Group
Washington
$211K – – –
AWM
744
Altium Wealth Management
New York
$210K – – –
RF
745
Robbins Farley
New Hampshire
$210K +$9.36K +396 +5%
HPA
746
High Probability Advisors
New York
$209K – – –
ECG
747
Edge Capital Group
Georgia
$209K +$995 +42 +0.5%
GVAG
748
Great Valley Advisor Group
Delaware
$207K +$207K +5,952 New
PG
749
Patten Group
Tennessee
$206K -$1.99K -84 -1%
JLBC
750
J.L. Bainbridge & Co
Florida
$206K -$47 -2 -0%
28 29
30
31 32