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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 %
KL
751
KWMG LLC
Kansas
$205K -$46.2K -1,952 -18%
FFA
752
First Foundation Advisors
California
$204K -$94.9K -3,998 -32%
CCM
753
Carmel Capital Management
California
$204K – – –
WF
754
Wayfinding Financial
Washington
$203K -$75.8K -3,566 -27%
SOAG
755
Silver Oak Advisory Group
Oregon
$202K -$47 -2 -0%
BWA
756
BDO Wealth Advisors
Florida
$200K -$2.8K -118 -1%
TIM
757
Total Investment Management
Arizona
$200K +$2.84K +120 +1%
SSB
758
Sandy Spring Bank
Maryland
$198K +$12.7K +532 +7%
KA
759
Kozak & Associates
Colorado
$194K -$194K -4,222 -50%
RDFA
760
Ritter Daniher Financial Advisory
Ohio
$184K -$12.2K -516 -6%
S
761
SignatureFD
Georgia
$176K -$46.8K -1,980 -21%
Carson Wealth (CWM LLC)
762
Carson Wealth (CWM LLC)
Nebraska
$168K +$34.7K +1,466 +26%
ICM
763
Islay Capital Management
Texas
$165K – – –
NSIM
764
North Star Investment Management
Illinois
$158K -$3.6K -152 -2%
FMII
765
Farmers & Merchants Investments Inc
Nebraska
$152K -$26.7K -1,124 -15%
LFG
766
Larson Financial Group
Missouri
$150K +$39.5K +1,670 +36%
OIA
767
Optimum Investment Advisors
Illinois
$144K +$5.84K +246 +4%
HI
768
Hudock Inc
Pennsylvania
$140K -$1.07M -45,524 -88%
FCT
769
First Community Trust
Iowa
$137K – – –
LWA
770
Lenox Wealth Advisors
New York
$134K -$28.2K -1,236 -17%
OFG
771
Oxford Financial Group
Indiana
$130K -$1.33K -56 -1%
LFA
772
Level Financial Advisors
New York
$129K -$17.4K -736 -12%
CAL
773
Capital Advisors Ltd
Ohio
$128K +$40.2K +1,700 +46%
MA
774
MCF Advisors
Kentucky
$123K +$123K +5,192 New
GWM
775
Geneos Wealth Management
Colorado
$117K -$96.8K -4,096 -45%
29 30
31
32 33