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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 %
AMG
126
Asset Management Group
Connecticut
$6.89M +$15.3K +644 +0.2%
SFA
127
Souders Financial Advisors
Ohio
$6.72M +$420K +17,752 +7%
FIBT
128
First International Bank & Trust
North Dakota
$6.66M +$1.27M +53,436 +23%
VFIC
129
Valley Forge Investment Consultants
Pennsylvania
$6.55M +$1.25M +52,832 +24%
CMP
130
Courage Miller Partners
Virginia
$6.54M +$161K +6,818 +3%
SBL
131
Sargent Bickham Lagudis
Colorado
$6.44M +$1.38M +58,366 +27%
SFA
132
Seneca Financial Advisors
New York
$6.41M +$209K +8,824 +3%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$6.38M -$30.1M -1,272,600 -83%
BBPWM
134
Blue Bell Private Wealth Management
Pennsylvania
$6.36M -$259K -10,944 -4%
AIM
135
Athena Investment Management
California
$6.32M +$6.32M +266,840 New
FWM
136
ForthRight Wealth Management
Georgia
$6.32M +$2.32M +98,074 +58%
TCM
137
Tradewinds Capital Management
Washington
$6.31M +$167K +7,062 +3%
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$6.31M +$290K +12,256 +5%
SB
139
Strategic Blueprint
Georgia
$6.29M +$1.42K +60 +0%
MCM
140
MAI Capital Management
Ohio
$6.06M -$11.6K -488 -0.2%
TYCC
141
Texas Yale Capital Corp
Florida
$6M +$193K +8,134 +3%
KCPG
142
Kavar Capital Partners Group
Kansas
$5.91M +$189K +7,996 +3%
LFS
143
Lutz Financial Services
Nebraska
$5.84M -$1.15M -48,380 -16%
CAN
144
Cetera Advisor Networks
California
$5.81M +$86.7K +3,660 +2%
PS
145
Portfolio Solutions
Michigan
$5.67M -$163K -6,878 -3%
LWAC
146
Laurel Wealth Advisors (California)
California
$5.66M +$462K +19,500 +9%
FCI
147
Financial Counselors Inc
Kansas
$5.59M – – –
LA
148
LVW Advisors
New York
$5.57M +$82.6K +3,488 +2%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$5.52M +$300K +6,430 +6%
SHA
150
Seneca House Advisors
Virginia
$5.47M +$307K +12,980 +6%
4 5
6
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