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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
1
Charles Schwab Investment Advisory
California
$4.43B
2
Bank of America
2
Bank of America
North Carolina
$764M
3
PCA
3
Personal Capital Advisors
California
$427M
4
TI
4
Tidal Investments
Wisconsin
$34.1M
5
SEI Investments
5
SEI Investments
Pennsylvania
$353M

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$58.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.38M
3
Ameriprise
3
Ameriprise
Minnesota
$26.2M
4
SA
4
Scarborough Advisors
Maryland
$12.2M
5
CAP
5
Columbia Advisory Partners
Washington
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
76
Revolve Wealth Partners
New Jersey
$12.2M +$1.13M +47,704 +10%
IA
77
IFP Advisors
Florida
$11.9M +$8.51M +228,786 +253%
ACA
78
Ascension Capital Advisors
Texas
$11.9M +$945K +39,912 +9%
MGIA
79
Moneta Group Investment Advisors
Missouri
$11.3M +$619K +26,140 +6%
MML Investors Services
80
MML Investors Services
Massachusetts
$11M +$4.8M +202,888 +77%
TWM
81
Tradition Wealth Management
Minnesota
$10.7M +$51.9K +2,192 +0.5%
SFG
82
Sage Financial Group
Pennsylvania
$10.6M +$433K +18,276 +4%
RA
83
Riversedge Advisors
Delaware
$10.6M +$1.18M +49,756 +13%
AWMG
84
Alliance Wealth Management Group
New Jersey
$10.4M +$96.8K +4,088 +0.9%
TCM
85
Towercrest Capital Management
Pennsylvania
$10.4M +$96.8K +4,088 +0.9%
BCMO
86
Buckingham Capital Management (Ohio)
Ohio
$10.3M +$352K +14,872 +4%
PIMG
87
Patriot Investment Management Group
Tennessee
$9.99M +$99.8K +4,216 +1%
FA
88
FDx Advisors
Illinois
$9.83M +$8.95M +377,964 +1,021%
HWA
89
HHM Wealth Advisors
Tennessee
$9.66M -$1.55M -65,396 -14%
AF
90
Advisornet Financial
Minnesota
$9.63M -$1.87M -78,780 -16%
SFP
91
Sweet Financial Partners
Minnesota
$9.51M +$9.02M +381,060 +1,866%
CFMC
92
Curbstone Financial Management Corp
New Hampshire
$9.42M +$47.4K +2,000 +0.5%
MAM
93
Marquette Asset Management
Minnesota
$9.26M -$913K -38,572 -9%
JIC
94
Johnson Investment Counsel
Ohio
$9.08M +$388K +16,372 +4%
BFG
95
Berger Financial Group
Minnesota
$8.84M -$489K -20,650 -5%
PAG
96
Private Advisor Group
New Jersey
$8.83M +$140K +5,912 +2%
MTC
97
Matrix Trust Company
Colorado
$8.8M -$188K -7,922 -2%
EWM
98
Empirical Wealth Management
Washington
$8.8M +$561K +23,686 +7%
SIC
99
Salem Investment Counselors
North Carolina
$8.79M -$115K -4,840 -1%
AP
100
Appleton Partners
Massachusetts
$8.75M +$131K +5,536 +2%
2 3
4
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