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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 %
Janney Montgomery Scott
951
Janney Montgomery Scott
Pennsylvania
– -$455K -17,780 Closed
VCM
952
Vigilant Capital Management
Maine
– -$360K -14,052 Closed
NCM
953
Novare Capital Management
North Carolina
– -$334K -13,040 Closed
FPCG
954
Fort Pitt Capital Group
Pennsylvania
– -$314K -12,256 Closed
GFP
955
Gryphon Financial Partners
Ohio
– -$297K -11,604 Closed
FA
956
Fagan Associates
New York
– -$288K -11,248 Closed
BCP
957
Blackhawk Capital Partners
Wisconsin
– -$280K -10,940 Closed
PWM
958
Pinnacle Wealth Management
California
– -$266K -10,404 Closed
MWM
959
Modera Wealth Management
New Jersey
– -$240K -9,368 Closed
AAS
960
Annex Advisory Services
Wisconsin
– -$238K -9,296 Closed
EVC
961
Eidelman Virant Capital
Missouri
– -$235K -9,132 Closed
EWA
962
Exencial Wealth Advisors
Oklahoma
– -$225K -8,784 Closed
TWP
963
TFO Wealth Partners
Ohio
– -$216K -8,712 Closed
Simplex Trading
964
Simplex Trading
Illinois
– -$219K -8,568 Closed
TPA
965
Trivium Point Advisory
Connecticut
– -$219K -8,556 Closed
PCM
966
Palouse Capital Management
Washington
– -$216K -8,436 Closed
MWM
967
Merriman Wealth Management
Washington
– -$214K -8,344 Closed
CCB
968
Cutter & Co Brokerage
Missouri
– -$210K -8,216 Closed
TCA
969
Transcend Capital Advisors
New Jersey
– -$210K -8,204 Closed
SCA
970
STALEY CAPITAL ADVISERS
Pennsylvania
– -$209K -8,160 Closed
CIA
971
Capital Investment Advisors
Georgia
– -$208K -8,120 Closed
MCP
972
Mirador Capital Partners
California
– -$207K -8,104 Closed
CCM
973
Ciovacco Capital Management
Georgia
– -$206K -8,040 Closed
BAM
974
Bosun Asset Management
Illinois
– -$205K -8,000 Closed
RWA
975
Redmont Wealth Advisors
Illinois
– -$205K -8,000 Closed
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