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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
$756M
2
PCA
Personal Capital Advisors
California
$374M
3
Charles Schwab
Charles Schwab
California
$279M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$99.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.93B
2
TI
Tidal Investments
Wisconsin
$0
3
5L
55I LLC
Massachusetts
$2.78M
4
Financial Engines Advisors
Financial Engines Advisors
California
$112M
5
AWM
Adams Wealth Management
Utah
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
851
Providence Capital Advisors
North Carolina
$3K -$8.25K -440 -73%
CB
852
CNB Bank
Pennsylvania
$3K – – –
CWP
853
Concord Wealth Partners
Virginia
$3K – – –
TFM
854
TFC Financial Management
Massachusetts
$3K – – –
CSB
855
City State Bank
Iowa
$3K – – –
GGI
856
Godsey & Gibb Inc
Virginia
$3K +$3K +152 New
Bank of Montreal
857
Bank of Montreal
Ontario, Canada
$2.32K -$56 -2,806 -2%
FMP
858
Financial Management Professionals
Texas
$2K -$3.95K -170 -66%
FFA
859
Founders Financial Alliance
North Carolina
$2K – – –
FWM
860
Focused Wealth Management
New York
$2K – – –
MSFP
861
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
JFA
862
JNBA Financial Advisors
Minnesota
$2K +$2K +84 New
TC
863
Truvestments Capital
Florida
$2K +$2K +100 New
RDIA
864
RE Dickinson Investment Advisors
Iowa
$1.73K -$205 -10,502 -11%
RCM
865
Raleigh Capital Management
North Carolina
$1K -$37.4K -1,196 -97%
1IA
866
1834 Investment Advisors
Wisconsin
$1K -$56 -4 -5%
OAJ
867
Ogorek Anthony Joseph
New York
$1K – – –
MIM
868
Macroview Investment Management
Maryland
$1K – – –
BCMIO
869
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
HCP
870
Hexagon Capital Partners
Arkansas
$1K +$1K +36 New
CFN
871
Cordasco Financial Network
Florida
$1K +$1K +60 New
ARMC
872
American Research & Management Company
Massachusetts
$1K +$1K +64 New
MRCM
873
M&R Capital Management
New Jersey
$1K +$1K +78 New
GEA
874
Glen Eagle Advisors
New Jersey
$783 – – –
BIM
875
Baldwin Investment Management
Pennsylvania
$466 +$22 +1,142 +5%
33 34
35
36 37