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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 %
LIM
201
Leavell Investment Management
Alabama
$3.99M +$88.9K +3,754 +2%
CB
202
Community Bank
New York
$3.98M +$90.8K +3,836 +2%
PFWA
203
Paces Ferry Wealth Advisors
Georgia
$3.92M +$171K +7,216 +5%
SFMG
204
Sage Financial Management Group
Virginia
$3.89M +$219K +9,228 +6%
PWA
205
Physician Wealth Advisors
Utah
$3.84M -$786K -34,900 -17%
CAM
206
Cresset Asset Management
Illinois
$3.8M +$223K +9,436 +6%
MWM
207
Mission Wealth Management
California
$3.78M -$38.3K -1,618 -1%
GSIS
208
Global Strategic Investment Solutions
Arizona
$3.73M +$1.87M +78,930 +101%
LPIC
209
LeJeune Puetz Investment Counsel
Michigan
$3.71M +$2.7K +114 +0.1%
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$3.7M +$8.81K +372 +0.2%
PWA
211
Providence Wealth Advisors
Illinois
$3.69M +$22.6K +946 +0.6%
CWM
212
Chesapeake Wealth Management
Virginia
$3.63M +$8.81K +372 +0.2%
PFM
213
Parsec Financial Management
North Carolina
$3.63M -$107K -4,518 -3%
TFF
214
The Family Firm
Maryland
$3.62M +$161K +6,820 +5%
OWA
215
One Wealth Advisors
California
$3.6M -$727K -30,722 -17%
GPFA
216
Game Plan Financial Advisors
Ohio
$3.58M +$120K +5,084 +3%
NRI
217
NFP Retirement Inc
California
$3.56M +$28.7K +1,210 +0.8%
NF
218
Nikulski Financial
Iowa
$3.55M +$26.5K +1,120 +0.8%
WA
219
Wealth Architects
California
$3.51M -$67.1K -2,832 -2%
HWM
220
HB Wealth Management
Georgia
$3.5M +$104K +4,408 +3%
ECM
221
Evergreen Capital Management
Washington
$3.5M +$20K +846 +0.6%
CCWA
222
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.49M -$675K -28,516 -16%
DFA
223
DHJJ Financial Advisors
Illinois
$3.48M +$225K +9,394 +7%
WA
224
WBH Advisory
Maryland
$3.45M +$591K +26,634 +21%
SCA
225
Strategic Capital Advisers
Colorado
$3.44M +$311K +13,132 +10%
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