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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
$4.43B
2
Bank of America
Bank of America
North Carolina
$764M
3
PCA
Personal Capital Advisors
California
$427M
4
TI
Tidal Investments
Wisconsin
$34.1M
5
SEI Investments
SEI Investments
Pennsylvania
$353M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$58.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.38M
3
Ameriprise
Ameriprise
Minnesota
$26.2M
4
SA
Scarborough Advisors
Maryland
$12.2M
5
CAP
Columbia Advisory Partners
Washington
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAJ
926
Ogorek Anthony Joseph
New York
$2K – – –
1IA
927
1834 Investment Advisors
Wisconsin
$2K – – –
AA
928
Addison Advisors
Vermont
$2K +$2K +92 New
TFGT
929
TS Financial Group (TSFG)
Illinois
$1K – – –
BCMIO
930
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
MIM
931
Macroview Investment Management
Maryland
$1K – – –
GEA
932
Glen Eagle Advisors
New Jersey
$947 +$947 +40 New
BIM
933
Baldwin Investment Management
Pennsylvania
$539 -$55 -2,308 -9%
KFS
934
Kelly Financial Services
Massachusetts
$295 – – –
LWMNY
935
Landmark Wealth Management (New York)
New York
$242 +$242 +484 New
WIM
936
Westside Investment Management
California
$6 – – –
CP
937
Castleview Partners
Texas
– -$759 -310,884 Closed
IA
938
IFS Advisors
Kansas
– -$5.48M -214,240 Closed
FTS
939
Fifth Third Securities
Ohio
– -$3.94M -153,772 Closed
PA
940
PFG Advisors
Arizona
– -$3.16M -123,356 Closed
CWG
941
Crown Wealth Group
North Carolina
– -$2.65M -103,516 Closed
JFGLC
942
Johnson Financial Group LLC (Colorado)
Colorado
– -$2.06M -80,444 Closed
BAM
943
Berkshire Asset Management
Pennsylvania
– -$1.81M -70,772 Closed
RGF
944
Retirement Guys Formula
Ohio
– -$1.65M -64,384 Closed
GGI
945
GPM Growth Investors
Michigan
– -$1.24M -48,236 Closed
Susquehanna International Group
946
Susquehanna International Group
Pennsylvania
– -$1.18M -45,924 Closed
CW
947
CreativeOne Wealth
Kansas
– -$1.02M -39,976 Closed
AIP
948
Almanack Investment Partners
Pennsylvania
– -$702K -27,428 Closed
NFG
949
Northeast Financial Group
Pennsylvania
– -$700K -27,356 Closed
ARC
950
Advisor Resource Council
Texas
– -$664K -25,944 Closed
36 37
38
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