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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 %
VNA
151
Valley National Advisers
Pennsylvania
$5.41M +$897K +37,890 +20%
BAMG
152
Brand Asset Management Group
Missouri
$5.38M +$533K +22,520 +11%
SWA
153
Sutton Wealth Advisors
Florida
$5.38M -$80.4K -3,394 -1%
SWA
154
Sightline Wealth Advisors
Connecticut
$5.35M -$44.8K -1,894 -0.8%
ECM
155
Exchange Capital Management
Michigan
$5.34M -$10.9K -460 -0.2%
DB
156
Dravo Bay
Delaware
$5.33M +$290K +12,252 +6%
Stifel Financial
157
Stifel Financial
Missouri
$5.3M +$1.28M +53,874 +32%
CWA
158
Consilium Wealth Advisory
Texas
$5.29M -$1.29M -54,668 -20%
SWM
159
Sculati Wealth Management
Michigan
$5.23M +$67.5K +2,852 +1%
MG
160
Mather Group
Illinois
$5.19M +$403K +17,008 +8%
AFP
161
Ausdal Financial Partners
Iowa
$5.18M -$149K -6,300 -3%
YIA
162
YHB Investment Advisors
Connecticut
$5.14M +$130K +5,506 +3%
EFS
163
Econ Financial Services
Pennsylvania
$5.06M +$792K +33,436 +19%
VA
164
Valmark Advisers
Ohio
$4.99M +$105K +4,420 +2%
T
165
TCWP
Ohio
$4.99M +$740K +31,254 +17%
IAN
166
Integrated Advisors Network
Texas
$4.98M +$410K +17,314 +9%
CWA
167
Carolina Wealth Advisors
South Carolina
$4.98M +$103K +4,340 +2%
KF
168
Krilogy Financial
Missouri
$4.98M -$216K -9,108 -4%
MTIC
169
Missouri Trust & Investment Company
Missouri
$4.91M +$512K +21,642 +12%
FF
170
Friedenthal Financial
New Jersey
$4.9M +$470K +19,838 +11%
GCP
171
Gill Capital Partners
Colorado
$4.89M +$258K +10,904 +6%
APW
172
Austin Private Wealth
Texas
$4.88M +$369K +15,582 +8%
AIA
173
Armor Investment Advisors
North Carolina
$4.86M +$1.77M +74,560 +57%
B
174
Bensler
Washington
$4.76M +$4.76M +201,010 New
CFA
175
Cahill Financial Advisors
Minnesota
$4.71M -$102K -4,322 -2%
5 6
7
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