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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 %
CDIA
776
Capital Directions Investment Advisors
Georgia
$116K +$116K +4,892 New
CIAS
777
CFS Investment Advisory Services
New Jersey
$114K +$112K +10,605,092 +4,616%
CWC
778
Carolinas Wealth Consulting
North Carolina
$112K -$14.9K -630 -12%
Bessemer Group
779
Bessemer Group
New Jersey
$111K – – –
CFGS
780
Concourse Financial Group Securities
Alabama
$104K +$50.5K +2,130 +94%
CAM
781
Costello Asset Management
Pennsylvania
$98K -$1.51K -64 -2%
PMFA
782
Plante Moran Financial Advisors
Michigan
$86K +$30.3K +1,284 +54%
CCA
783
Column Capital Advisors
Indiana
$85K – – –
TSW
784
Thompson Siegel & Walmsley
Virginia
$81K – – –
SWM
785
Selective Wealth Management
Virginia
$80K +$14.9K +626 +23%
Citigroup
786
Citigroup
New York
$79K +$62.6K +2,654 +381%
PB
787
Pinnacle Bancorp
Nebraska
$78K +$14.7K +620 +23%
Kayne Anderson Rudnick Investment Management
788
Kayne Anderson Rudnick Investment Management
California
$78K +$78K +3,284 New
BW
789
Bison Wealth
Georgia
$77K -$202K -8,472 -72%
TFP
790
Tilia Fiduciary Partners
North Carolina
$77K +$1.51K +64 +2%
FCA
791
FinTrust Capital Advisors
South Carolina
$76K +$95 +4 +0.1%
CA
792
Clearstead Advisors
Ohio
$73K +$7.6K +322 +12%
GCM
793
Gables Capital Management
Florida
$72K – – –
GIP
794
Granite Investment Partners
California
$72K +$28.6K +1,208 +66%
FFA
795
Freedman Financial Associates
Massachusetts
$70K -$7.37K -308 -10%
CTC
796
Central Trust Company
Missouri
$70K – – –
PP
797
PDS Planning
Ohio
$70K – – –
SIC
798
SJS Investment Consulting
Ohio
$69K -$2.67K -112 -4%
OSAM
799
O'Shaughnessy Asset Management
Connecticut
$69K +$8.48K +358 +14%
BC
800
Burleson & Co
California
$66K -$619 -26 -0.9%
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