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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 %
PSB
801
Piscataqua Savings Bank
New Hampshire
$14K – – –
CIM
802
Contravisory Investment Management
Massachusetts
$14K +$3.32K +168 +31%
DI
803
Disciplined Investments
Oklahoma
$13K -$13.1K -684 -50%
First Manhattan
804
First Manhattan
New York
$13K -$73 -4 -0.6%
OA
805
Operose Advisors
Wisconsin
$13K – – –
GI
806
GS Investments
Minnesota
$13K – – –
AWM
807
Accel Wealth Management
Iowa
$13K – – –
MCA
808
Maryland Capital Advisors
Maryland
$13K – – –
HBW
809
Hazlett, Burt & Watson
West Virginia
$12K – – –
JFGIW
810
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K – – –
S
811
Surevest
California
$12K – – –
HFS
812
Hantz Financial Services
Michigan
$11K -$11.6K -612 -51%
RP
813
Rice Partnership
Hawaii
$11K -$6.11K -300 -36%
CP
814
Corbenic Partners
Pennsylvania
$11K +$40 +2 +0.4%
ATC
815
Adirondack Trust Company
New York
$10K – – –
COCM
816
Charter Oak Capital Management
New Hampshire
$10K – – –
VWM
817
Valley Wealth Managers
New Jersey
$10K +$10K +512 New
GFPC
818
Global Financial Private Client
Florida
$9.79K – – –
PO
819
Private Ocean
California
$9K – – –
WWM
820
Wagner Wealth Management
South Carolina
$8K -$8K -398 -50%
CMA
821
Cedar Mountain Advisors
Oregon
$8K -$247 -12 -3%
AWM
822
Aberdeen Wealth Management
Illinois
$8K – – –
GI
823
Gradient Investments
Minnesota
$7K -$4.83K -232 -41%
ZIG
824
Zullo Investment Group
Pennsylvania
$7K – – –
CT
825
Cambridge Trust
Massachusetts
$7K – – –
31 32
33
34 35