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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 %
CWA
176
Consilium Wealth Advisory
Texas
$3.69M -$673K -34,536 -15%
EE
177
EWG Elevate
California
$3.67M +$83.1K +4,260 +2%
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$3.66M +$618K +31,690 +20%
AWM
179
Adams Wealth Management
Utah
$3.66M -$13.8M -705,798 -79%
SS
180
Sunbelt Securities
Texas
$3.66M +$103K +5,290 +3%
RJA
181
Raymond James & Associates
Florida
$3.65M +$335K +17,194 +10%
YIA
182
YHB Investment Advisors
Connecticut
$3.59M -$646K -33,122 -15%
MWM
183
Mission Wealth Management
California
$3.53M +$410K +21,054 +13%
PS
184
Planned Solutions
California
$3.52M +$155K +7,974 +5%
DI
185
Diligent Investors
California
$3.49M -$20.7K -1,060 -0.6%
LA
186
LVW Advisors
New York
$3.47M -$1.12M -57,316 -24%
CCM
187
Chilton Capital Management
Texas
$3.47M -$3.08K -158 -0.1%
VC
188
Veery Capital
Delaware
$3.44M +$63K +3,232 +2%
SFMG
189
Sage Financial Management Group
Virginia
$3.44M +$242K +12,400 +8%
CAM
190
Cresset Asset Management
Illinois
$3.4M +$302K +15,636 +10%
SB
191
Strategic Blueprint
Georgia
$3.38M -$1.8M -92,432 -35%
NB
192
NBT Bank
New York
$3.35M +$785K +40,272 +31%
GSIS
193
Global Strategic Investment Solutions
Arizona
$3.35M +$278K +14,284 +9%
PFWA
194
Paces Ferry Wealth Advisors
Georgia
$3.32M +$94.2K +4,832 +3%
PAI
195
Pittenger & Anderson Inc
Nebraska
$3.31M -$72.8K -3,732 -2%
RRC
196
Relaxing Retirement Coach
Massachusetts
$3.31M -$11.2K -576 -0.3%
CB
197
Community Bank
New York
$3.26M -$10.6K -542 -0.3%
DWM
198
Destination Wealth Management
California
$3.25M +$565K +28,994 +21%
NRI
199
NFP Retirement Inc
California
$3.24M +$307K +15,744 +10%
C1AG
200
Client 1st Advisory Group
Florida
$3.21M -$339K -17,390 -10%
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