SCHA icon

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 %
LNWWM
976
Laird Norton Wetherby Wealth Management
California
– -$205K -8,000 Closed
SCM
977
Seascape Capital Management
New Hampshire
– -$204K -7,960 Closed
LW
978
Linscomb Wealth
Texas
– -$202K -7,900 Closed
PSUF
979
People's United Financial
Connecticut
– -$201K -7,836 Closed
LWM
980
Liberty Wealth Management
California
– -$156K -5,592 Closed
BC
981
Barnett & Company
Tennessee
– -$125K -4,884 Closed
SCA
982
Snowden Capital Advisors
New York
– -$103K -4,060 Closed
IHWM
983
Iron Horse Wealth Management
Iowa
– -$58K -2,276 Closed
SFM
984
Signet Financial Management
New Jersey
– -$53K -2,084 Closed
TCOV
985
Trust Company of Vermont
Vermont
– -$40K -1,544 Closed
GWS
986
Glassman Wealth Services
Virginia
– -$31K -1,208 Closed
SFPG
987
Stonebridge Financial Planning Group
Florida
– -$24K -1,080 Closed
CSWM
988
Cassady Schiller Wealth Management
Ohio
– -$26K -1,032 Closed
CIA
989
Cascade Investment Advisors
Oregon
– -$23.6K -920 Closed
SPA
990
Shore Point Advisors
New Jersey
– -$19K -728 Closed
RWA
991
RGT Wealth Advisors
Texas
– -$18K -716 Closed
TCM
992
TD Capital Management
Tennessee
– -$17K -676 Closed
DAM
993
Delta Asset Management
Tennessee
– -$12K -488 Closed
KCM
994
KRS Capital Management
Michigan
– -$10K -400 Closed
FPS
995
Fieldpoint Private Securities
Connecticut
– -$10K -400 Closed
CFCI
996
Comprehensive Financial Consultants Institutional
Indiana
– -$7K -304 Closed
TFA
997
Toth Financial Advisory
Virginia
– -$6K -240 Closed
VCM
998
Versant Capital Management
Arizona
– -$6K -216 Closed
GIA
999
Goodwin Investment Advisory
Georgia
– -$5K -184 Closed
SMA
1000
Sage Mountain Advisors
Georgia
– -$4K -156 Closed
37 38 39
40
41