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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 %
ACM
201
AlphaStar Capital Management
North Carolina
$3.11M +$391K +20,046 +14%
CWM
202
Chesapeake Wealth Management
Virginia
$3.1M +$105K +5,394 +4%
EGWAG
203
Elwood & Goetz Wealth Advisory Group
Georgia
$3.07M +$2.58M +132,140 +524%
LPIC
204
LeJeune Puetz Investment Counsel
Michigan
$3.06M +$7.21K +370 +0.2%
MWA
205
Martel Wealth Advisors
Washington
$3.05M -$622K -31,280 -17%
SAM
206
Smithbridge Asset Management
Pennsylvania
$3.04M +$856K +43,920 +39%
MSWMA
207
Market Street Wealth Management Advisors
Indiana
$2.99M +$951K +48,788 +47%
PWA
208
Providence Wealth Advisors
Illinois
$2.99M -$26.5K -1,352 -0.9%
TFF
209
The Family Firm
Maryland
$2.99M +$10.5K +540 +0.4%
SLT
210
St Louis Trust
Missouri
$2.94M +$448K +22,980 +18%
DFA
211
DHJJ Financial Advisors
Illinois
$2.94M +$98.5K +5,042 +3%
FTS
212
Fifth Third Securities
Ohio
$2.92M +$2.92M +149,884 New
NF
213
Nikulski Financial
Iowa
$2.92M -$3.94K -202 -0.1%
EWA
214
EP Wealth Advisors
California
$2.91M -$482K -24,748 -14%
PFM
215
Parsec Financial Management
North Carolina
$2.9M -$83.9K -4,304 -3%
WA
216
Wealth Architects
California
$2.89M – – –
LIM
217
Leavell Investment Management
Alabama
$2.88M -$401K -20,572 -12%
5L
218
55I LLC
Massachusetts
$2.78M -$16M -822,582 -85%
CPIG
219
Chicago Partners Investment Group
Illinois
$2.78M +$680K +31,588 +32%
SCA
220
Strategic Capital Advisers
Colorado
$2.77M -$63.6K -3,260 -2%
GPFA
221
Game Plan Financial Advisors
Ohio
$2.76M -$174K -8,960 -6%
WA
222
WBH Advisory
Maryland
$2.66M -$417K -21,070 -14%
CCM
223
Coldstream Capital Management
Washington
$2.66M +$434K +22,262 +19%
VCM
224
Vision Capital Management
Oregon
$2.63M -$78.5K -4,024 -3%
CNFG
225
Creegan & Nassoura Financial Group
New Hampshire
$2.62M +$390 +20 +0%
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