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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.

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
1
Bank of America
North Carolina
$756M
2
PCA
2
Personal Capital Advisors
California
$374M
3
Charles Schwab
3
Charles Schwab
California
$279M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$99.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$118M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.93B
2
TI
2
Tidal Investments
Wisconsin
$0
3
5L
3
55I LLC
Massachusetts
$2.78M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$112M
5
AWM
5
Adams Wealth Management
Utah
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
901
Financial Architects (New Jersey)
New Jersey
– -$624K -26,346 Closed
WWM
902
Windsor Wealth Management
Indiana
– -$552K -24,118 Closed
Fisher Asset Management
903
Fisher Asset Management
Washington
– -$545K -23,030 Closed
MFA
904
Mayflower Financial Advisors
Massachusetts
– -$520K -21,980 Closed
SPI
905
Sutton Place Investors
New York
– -$422K -18,850 Closed
CA
906
Calton & Associates
Florida
– -$418K -17,694 Closed
SAM
907
Secure Asset Management
Michigan
– -$406K -17,146 Closed
LWM
908
Ledge Wealth Management
Minnesota
– -$398K -16,824 Closed
CCM
909
Carlson Capital Management
Minnesota
– -$395K -16,700 Closed
BMCM
910
Bryn Mawr Capital Management
Pennsylvania
– -$378K -15,980 Closed
RPGK
911
Retirement Planning Group (Kansas)
Kansas
– -$371K -15,660 Closed
GT
912
Greenleaf Trust
Michigan
– -$346K -14,620 Closed
JFG
913
JMG Financial Group
Illinois
– -$340K -14,374 Closed
MCM
914
Maryland Capital Management
Maryland
– -$335K -14,164 Closed
PAM
915
Premier Asset Management
Illinois
– -$325K -13,740 Closed
CWS
916
Cypress Wealth Services
California
– -$309K -13,060 Closed
CCG
917
Capital CS Group
California
– -$302K -12,740 Closed
MA
918
MKT Advisors
California
– -$258K -12,690 Closed
RF
919
RHS Financial
California
– -$292K -12,332 Closed
TI
920
Trexquant Investment
Connecticut
– -$289K -12,206 Closed
CFG
921
Cooper Financial Group
California
– -$284K -12,002 Closed
NCMW
922
Northern Capital Management (Washington)
Washington
– -$283K -11,950 Closed
GC
923
Gratus Capital
Georgia
– -$282K -11,892 Closed
Jane Street
924
Jane Street
New York
– -$278K -11,726 Closed
LA
925
LexAurum Advisors
Kansas
– -$274K -11,566 Closed
35 36
37
38 39