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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 %
PFA
801
Professional Financial Advisors
Nebraska
$66K +$28.2K +1,198 +75%
KSWA
802
Kathleen S. Wright Associates
Pennsylvania
$65K +$10.8K +460 +20%
TWA
803
TCI Wealth Advisors
Arizona
$59K -$104K -4,380 -64%
EA
804
Evolution Advisers
Virginia
$59K +$56.9K +2,408 +2,736%
Deutsche Bank
805
Deutsche Bank
Germany
$57K – – –
GT
806
Glenmede Trust
Pennsylvania
$56K – – –
GG
807
Gleason Group
Kentucky
$55K +$34.5K +1,450 +168%
SQA
808
Simon Quick Advisors
New Jersey
$54K -$954 -40 -2%
CCM
809
Covington Capital Management
California
$52K -$11.5K -488 -18%
M
810
MOTCO
Texas
$52K – – –
LF
811
Lee Financial
Texas
$52K – – –
AIC
812
Archer Investment Corporation
Indiana
$50.1K +$50.1K +2,116 New
PK
813
Pflug Koory
Nebraska
$49K – – –
BCM
814
Blume Capital Management
California
$48K – – –
MA
815
Montag & Associates
Georgia
$47K -$45.1K -1,920 -49%
TRCT
816
Tower Research Capital (TRC)
New York
$47K +$47K +2,000 New
Fifth Third Bancorp
817
Fifth Third Bancorp
Ohio
$46K – – –
FA
818
Fortis Advisors
Pennsylvania
$44K -$1.15K -48 -3%
SWM
819
Sugarloaf Wealth Management
Georgia
$44K – – –
TCWA
820
Ten Capital Wealth Advisors
Washington
$44K +$5.54K +236 +14%
ANBT
821
American National Bank & Trust
Texas
$41K – – –
AA
822
Ancora Advisors
Ohio
$39K +$1.19K +50 +3%
NWM
823
Nauset Wealth Management
Connecticut
$38K +$38K +1,584 New
LSA
824
Lansing Street Advisors
Pennsylvania
$37K +$37K +1,624 New
HF
825
Halpern Financial
Virginia
$33K – – –
31 32
33
34 35