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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 %
HPC
726
HM Payson & Co
Maine
$74K +$57K +2,904 +335%
CCA
727
Column Capital Advisors
Indiana
$70K – – –
BW
728
Bison Wealth
Georgia
$68K +$4.66K +238 +7%
PK
729
Pflug Koory
Nebraska
$68K +$28K +1,436 +70%
TSW
730
Thompson Siegel & Walmsley
Virginia
$66K – – –
PB
731
Pinnacle Bancorp
Nebraska
$66K +$2.13K +110 +3%
TFP
732
Tilia Fiduciary Partners
North Carolina
$65K +$591 +30 +0.9%
AW
733
Avion Wealth
Texas
$63K +$62.8K +3,236 +26,967%
CAM
734
Costello Asset Management
Pennsylvania
$61K -$19.8K -1,016 -25%
CTC
735
Central Trust Company
Missouri
$61K +$2.75K +140 +5%
AA
736
Ancora Advisors
Ohio
$61K +$28.8K +1,470 +90%
PMFA
737
Plante Moran Financial Advisors
Michigan
$60K -$11.3K -576 -16%
GIP
738
Granite Investment Partners
California
$59K – – –
GCM
739
Gables Capital Management
Florida
$59K – – –
WAM
740
Worth Asset Management
Texas
$59K +$59K +3,048 New
AWM
741
Atticus Wealth Management
Florida
$58K -$170K -8,656 -75%
HFS
742
Heritage Financial Services
Massachusetts
$56K +$56K +2,920 New
BC
743
Burleson & Co
California
$54K +$194 +10 +0.4%
EA
744
Evolution Advisers
Virginia
$54K +$4.92K +250 +10%
Deutsche Bank
745
Deutsche Bank
Germany
$47K – – –
HNB
746
Huntington National Bank
Ohio
$47K -$10K – –
GT
747
Glenmede Trust
Pennsylvania
$46K – – –
AC
748
AlphaCore Capital
California
$45K +$39.9K +2,034 +782%
GG
749
Gleason Group
Kentucky
$44K -$813 -42 -2%
LC
750
Lindbrook Capital
California
$44K +$35.4K +1,814 +412%
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