SCHA icon

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 %
TCOV
776
Trust Company of Vermont
Vermont
$23K +$23K +1,202 New
National Bank of Canada
777
National Bank of Canada
Quebec, Canada
$22K – – –
HR
778
Howe & Rusling
New York
$22K +$19.8K +996 +922%
IAMOG
779
Investors Asset Management of Georgia
Georgia
$22K +$22K +1,124 New
Barclays
780
Barclays
United Kingdom
$21K – – –
POIA
781
Pin Oak Investment Advisors
Texas
$21K – – –
BCMLT
782
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K – – –
LWA
783
Lowe Wealth Advisors
Maryland
$20K -$2.42K -126 -11%
RA
784
RiverTree Advisors
Florida
$20K – – –
AA
785
Atmos Advisory
Pennsylvania
$19K -$853 -44 -4%
FF
786
FourThought Financial
Florida
$19K – – –
EWA
787
EverSource Wealth Advisors
Alabama
$18K +$236 +12 +1%
ME
788
McIlrath & Eck
Washington
$18K +$11.8K +610 +191%
ACA
789
Atlas Capital Advisors
Wyoming
$17.4K +$6.86K +352 +65%
WT
790
Washington Trust
Rhode Island
$17K – – –
BHWM
791
Beaird Harris Wealth Management
Texas
$17K +$5K +260 +42%
GTAM
792
Global Trust Asset Management
Florida
$16K -$9.64K -488 -38%
Franklin Resources
793
Franklin Resources
California
$16K – – –
BWM
794
Baystate Wealth Management
Massachusetts
$16K +$79 +4 +0.5%
BTI
795
Blue Trust Inc
Georgia
$16K +$16K +652 New
NG
796
NWK Group
California
$15K – – –
SWA
797
SOA Wealth Advisors
New York
$15K – – –
PFS
798
Prospera Financial Services
Texas
$15K +$76 +4 +0.5%
WOSD
799
WFA of San Diego
California
$15K +$15K +774 New
VRM
800
Vectors Research Management
New York
$14K – – –
30 31
32
33 34