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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
$756M
2
PCA
Personal Capital Advisors
California
$374M
3
Charles Schwab
Charles Schwab
California
$279M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$99.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.93B
2
TI
Tidal Investments
Wisconsin
$0
3
5L
55I LLC
Massachusetts
$2.78M
4
Financial Engines Advisors
Financial Engines Advisors
California
$112M
5
AWM
Adams Wealth Management
Utah
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFIC
126
Valley Forge Investment Consultants
Pennsylvania
$5.44M +$45.5K +2,336 +0.8%
CMP
127
Courage Miller Partners
Virginia
$5.42M +$30.5K +1,566 +0.6%
OAM
128
Oak Asset Management
California
$5.42M +$5.42M +277,916 New
SBL
129
Sargent Bickham Lagudis
Colorado
$5.4M +$99.9K +5,124 +2%
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$5.31M +$117K +6,000 +2%
KCPG
131
Kavar Capital Partners Group
Kansas
$5.31M +$439K +22,514 +9%
BBPWM
132
Blue Bell Private Wealth Management
Pennsylvania
$5.2M -$36.8K -1,888 -0.7%
CAN
133
Cetera Advisor Networks
California
$5.1M +$314K +16,086 +7%
AF
134
Advisornet Financial
Minnesota
$5.09M -$2.84M -145,492 -36%
VNA
135
Valley National Advisers
Pennsylvania
$5M +$401K +19,908 +9%
DB
136
Dravo Bay
Delaware
$5M +$351K +16,982 +8%
TYCC
137
Texas Yale Capital Corp
Florida
$4.94M +$507 +26 +0%
MCM
138
MAI Capital Management
Ohio
$4.93M -$60.3K -3,092 -1%
JF
139
Joule Financial
Kentucky
$4.91M +$4.91M +251,620 New
GCP
140
Gill Capital Partners
Colorado
$4.89M – – –
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$4.83M -$421K -21,612 -8%
TPW
142
Tiller Private Wealth
Pennsylvania
$4.63M -$2.04M -104,686 -31%
EFS
143
Econ Financial Services
Pennsylvania
$4.63M +$460K +23,602 +11%
FCI
144
Financial Counselors Inc
Kansas
$4.62M +$15.6K +800 +0.3%
PS
145
Portfolio Solutions
Michigan
$4.58M -$90.9K -4,662 -2%
Stifel Financial
146
Stifel Financial
Missouri
$4.56M +$196K +10,078 +5%
KAS
147
Kestra Advisory Services
Texas
$4.56M +$3.8M +195,050 +504%
SWA
148
Sightline Wealth Advisors
Connecticut
$4.56M +$179K +9,260 +4%
SHA
149
Seneca House Advisors
Virginia
$4.52M +$15.1K +772 +0.3%
MTIC
150
Missouri Trust & Investment Company
Missouri
$4.43M +$388K +19,920 +10%
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