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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 %
WI
926
Wedgewood Investors
Pennsylvania
– -$264K -11,132 Closed
TF
927
Theory Financial
Colorado
– -$258K -10,896 Closed
T
928
TRUADVICE
Florida
– -$237K -10,884 Closed
IC
929
IEQ Capital
California
– -$257K -10,840 Closed
LAIC
930
Lederer & Associates Investment Counsel
California
– -$256K -10,794 Closed
FWIA
931
Fort Washington Investment Advisors
Ohio
– -$246K -10,396 Closed
ATPW
932
Ashton Thomas Private Wealth
Arizona
– -$244K -10,294 Closed
C
933
Certuity
Florida
– -$240K -10,138 Closed
BC
934
Brio Consultants
California
– -$239K -10,102 Closed
PP
935
Patten & Patten
Tennessee
– -$239K -10,082 Closed
SCM
936
SOL Capital Management
Maryland
– -$237K -10,020 Closed
Betterment LLC
937
Betterment LLC
New York
– -$237K -10,016 Closed
DADC
938
D.A. Davidson & Co
Montana
– -$237K -10,012 Closed
GB
939
Goepper Burkhardt
South Carolina
– -$237K -9,992 Closed
TW
940
TrinityPoint Wealth
Connecticut
– -$236K -9,980 Closed
WFC
941
Western Financial Corp
California
– -$236K -9,964 Closed
AA
942
Apriem Advisors
California
– -$232K -9,790 Closed
TC
943
TownSquare Capital
Utah
– -$230K -9,698 Closed
WF
944
Wayfinding Financial
Washington
– -$203K -9,554 Closed
SCM
945
Stordahl Capital Management
Colorado
– -$226K -9,540 Closed
CPP
946
Capasso Planning Partners
South Carolina
– -$219K -9,232 Closed
RIS
947
Retirement Income Solutions
Michigan
– -$218K -9,196 Closed
BCI
948
Brinker Capital Investments
Pennsylvania
– -$214K -9,056 Closed
PFA
949
Pinnacle Family Advisors
Missouri
– -$214K -9,050 Closed
MWP
950
Meridian Wealth Partners
Pennsylvania
– -$212K -8,950 Closed
36 37
38
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