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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 %
HPC
851
HM Payson & Co
Maine
$21K – – –
BCMLT
852
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K +$21K +892 New
RA
853
RiverTree Advisors
Florida
$20K -$19.7K -39,332 -50%
FHA
854
First Horizon Advisors
Tennessee
$20K -$25.7K -1,064 -56%
RP
855
Rice Partnership
Hawaii
$20K – – –
Franklin Resources
856
Franklin Resources
California
$20K – – –
WT
857
Washington Trust
Rhode Island
$20K +$14.4K +624 +260%
BWM
858
Baystate Wealth Management
Massachusetts
$19K – – –
PFS
859
Prospera Financial Services
Texas
$19K +$19K +784 New
EPM
860
Elm Partners Management
Pennsylvania
$19K +$19K +820 New
NG
861
NWK Group
California
$18K – – –
SWA
862
SOA Wealth Advisors
New York
$18K +$3.53K +156 +24%
WWM
863
Wagner Wealth Management
South Carolina
$18K +$9.05K +400 +101%
PSB
864
Piscataqua Savings Bank
New Hampshire
$17K – – –
VRM
865
Vectors Research Management
New York
$17K – – –
First Manhattan
866
First Manhattan
New York
$17K +$850 +36 +5%
SLWA
867
San Luis Wealth Advisors
California
$17K +$17K +330 New
KPCM
868
Kings Point Capital Management
New York
$16K -$65.6K -2,836 -80%
AWM
869
Accel Wealth Management
Iowa
$16K – – –
OA
870
Operose Advisors
Wisconsin
$16K – – –
BHWM
871
Beaird Harris Wealth Management
Texas
$15K -$385 -16 -3%
JFGIW
872
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K – – –
S
873
Surevest
California
$15K – – –
MCA
874
Maryland Capital Advisors
Maryland
$15K – – –
HBW
875
Hazlett, Burt & Watson
West Virginia
$15K +$15K +620 New
33 34
35
36 37