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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 %
WFA
826
WestHill Financial Advisors
California
$32K – – –
RE
827
RBC Europe
United Kingdom
$32K – – –
DI
828
Disciplined Investments
Oklahoma
$32K – – –
AssetMark Inc
829
AssetMark Inc
California
$32K +$3.69K +158 +13%
GTAM
830
Global Trust Asset Management
Florida
$31K +$6.83K +286 +28%
KTC
831
Kistler-Tiffany Companies
Pennsylvania
$30K +$469 +20 +2%
EI
832
Ellevest Inc
New York
$30K +$19.1K +816 +174%
SPIA
833
Steward Partners Investment Advisory
New York
$29K +$576 +24 +2%
RCM
834
Raleigh Capital Management
North Carolina
$29K +$756 +32 +3%
ZB
835
Zions Bancorporation
Utah
$29K +$29K +1,222 New
HFS
836
Hantz Financial Services
Michigan
$28K -$7.8K -332 -22%
AFG
837
Albion Financial Group
Utah
$28K -$1.41K -60 -5%
CPFP
838
Clear Perspectives Financial Planning
Ohio
$28K -$1.31K -56 -4%
LWA
839
Lowe Wealth Advisors
Maryland
$28K +$28K +1,166 New
TFS
840
TrustCore Financial Services
Tennessee
$27K +$17.2K +720 +175%
POIA
841
Pin Oak Investment Advisors
Texas
$26K -$2.18K -92 -8%
Barclays
842
Barclays
United Kingdom
$25K – – –
MAM
843
McCarthy Asset Management
California
$25K +$48 +2 +0.2%
SL
844
Savior LLC
Massachusetts
$24K -$7.97K -336 -25%
FF
845
FourThought Financial
Florida
$24K – – –
AA
846
Atmos Advisory
Pennsylvania
$24K +$1.41K +60 +6%
MHR
847
Matthew Hamilton Rosenberg
$23K – – –
National Bank of Canada
848
National Bank of Canada
Quebec, Canada
$22K -$22K -424 -50%
MAM
849
Meeder Asset Management
Ohio
$22K -$8.63K -356 -28%
HPC
850
HM Payson & Co
Maine
$21K – – –
32 33
34
35 36