SCHA icon

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 %
CWM
101
Congress Wealth Management
Massachusetts
$6.52M +$321K +16,450 +5%
MSFS
102
Main Street Financial Solutions
Pennsylvania
$6.47M -$49.7K -2,548 -0.8%
LFS
103
Lutz Financial Services
Nebraska
$6.45M +$1.65M +84,472 +34%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$6.43M +$90.8K +4,656 +1%
WANY
105
Wealthspire Advisors (New York)
New York
$6.42M +$21.5K +1,104 +0.3%
CWM
106
Curi Wealth Management
North Carolina
$6.39M +$534K +27,374 +9%
GC
107
Garde Capital
Washington
$6.37M -$344K -17,644 -5%
HWM
108
HB Wealth Management
Georgia
$6.35M +$3.47M +177,796 +120%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$6.32M -$112K -5,716 -2%
FWM
110
ForthRight Wealth Management
Georgia
$6.25M +$1.05M +53,886 +20%
SFWC
111
Strategic Family Wealth Counselors
New Jersey
$6.25M +$30.4K +1,560 +0.5%
DP
112
Denver PWM
Colorado
$6.17M +$22.3K +1,132 +0.4%
EL
113
Essex LLC
Illinois
$6.17M +$89.4K +4,586 +1%
HFP
114
Holistic Financial Partners
Indiana
$6.14M -$87K -4,460 -1%
HFS
115
Horizon Financial Services
North Carolina
$5.98M +$59.5K +3,052 +1%
MWM
116
Meridian Wealth Management
Kentucky
$5.95M +$4.6M +236,062 +341%
MFC
117
Morris Financial Concepts
South Carolina
$5.84M +$77K +3,948 +1%
AIM
118
Athena Investment Management
California
$5.84M +$635K +32,588 +12%
SFA
119
Souders Financial Advisors
Ohio
$5.83M +$301K +15,438 +5%
FIBT
120
First International Bank & Trust
North Dakota
$5.82M +$340K +17,464 +6%
SFA
121
Seneca Financial Advisors
New York
$5.72M +$440K +22,570 +8%
AMG
122
Asset Management Group
Connecticut
$5.7M +$36.1K +1,854 +0.6%
BDF
123
Black Diamond Financial
Maryland
$5.5M -$318K -16,314 -5%
PAG
124
Private Advisor Group
New Jersey
$5.5M -$1.78M -91,116 -24%
MG
125
Mather Group
Illinois
$5.48M +$1.2M +61,514 +28%
3 4
5
6 7