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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.

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 %
Cerity Partners
101
Cerity Partners
New York
$8.73M -$338K -14,264 -4%
SJIM
102
St. Johns Investment Management
Florida
$8.72M +$64.4K +2,718 +0.7%
BSW
103
Buckingham Strategic Wealth
Missouri
$8.32M -$111K -4,674 -1%
GC
104
Garde Capital
Washington
$8.16M +$425K +17,940 +5%
WAM
105
WNY Asset Management
New York
$8.12M +$319K +13,484 +4%
TPW
106
Tiller Private Wealth
Pennsylvania
$8.11M +$1.23M +51,876 +18%
SWRP
107
Summit Wealth & Retirement Planning
California
$8.1M -$1.06M -44,628 -12%
MSFS
108
Main Street Financial Solutions
Pennsylvania
$7.92M +$538K +22,708 +7%
IAS
109
IMA Advisory Services
Colorado
$7.83M +$437K +18,440 +6%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$7.8M -$22.9K -966 -0.3%
WANY
111
Wealthspire Advisors (New York)
New York
$7.77M -$26.7K -1,128 -0.3%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$7.7M -$512K -21,604 -6%
WWG
113
West Wealth Group
California
$7.57M -$707K -29,842 -9%
HFP
114
Holistic Financial Partners
Indiana
$7.57M -$50K -2,112 -0.7%
SFWC
115
Strategic Family Wealth Counselors
New Jersey
$7.55M +$180K +7,604 +2%
CWM
116
Congress Wealth Management
Massachusetts
$7.53M -$1.78M -75,324 -19%
DP
117
Denver PWM
Colorado
$7.48M +$308K +12,874 +4%
EL
118
Essex LLC
Illinois
$7.38M +$283K +11,940 +4%
HFS
119
Horizon Financial Services
North Carolina
$7.19M +$1.33M +56,284 +23%
ADL
120
Asset Dedication LLC
California
$7.15M -$22.4K -944 -0.3%
CWM
121
Curi Wealth Management
North Carolina
$7.11M +$108K +4,546 +2%
BDF
122
Black Diamond Financial
Maryland
$7.07M -$70K -2,958 -1%
IWC
123
Integrated Wealth Concepts
Massachusetts
$7.02M -$117K -4,950 -2%
MFC
124
Morris Financial Concepts
South Carolina
$7M +$232K +9,796 +3%
CP
125
Capital Planning
Washington
$6.99M +$3.13M +132,014 +81%
3 4
5
6 7