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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

945 hedge funds and large institutions have $10.5B invested in Schwab U.S Small- Cap ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 416 increasing their positions, 237 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
+109
Holders Change %
+13.04%
% of All Funds
14.59%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.24%
New
170
Increased
416
Reduced
237
Closed
44
Calls
$3.82M
Puts
$1.49M
Net Calls
+$2.33M
Net Calls Change
+$1.31M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.57B
2
SC
2
Savant Capital
Illinois
$61.5M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$45.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$112M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$92M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$778M
2
TI
2
Tidal Investments
Wisconsin
$0
3
CST
3
Charles Schwab Trust
Nevada
$955K
4
PFG
4
Piershale Financial Group
Illinois
$0
5
KAS
5
Kestra Advisory Services
Texas
$962K
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
226
Gladstone Institutional Advisory
Florida
$3.71M -$593K -23,180 -14%
HWM
227
HB Wealth Management
Georgia
$3.67M +$3.67M +143,412 New
HI
228
Harbour Investments
Wisconsin
$3.66M -$7.78M -303,932 -68%
CCA
229
Cobblestone Capital Advisors
New York
$3.65M +$186K +7,276 +5%
VCM
230
Vision Capital Management
Oregon
$3.56M -$41.5K -1,620 -1%
DFA
231
DHJJ Financial Advisors
Illinois
$3.48M +$219K +8,544 +7%
RCA
232
Reitz Capital Advisors
Michigan
$3.43M +$2.33M +89,312 +211%
HSA
233
HBK Sorce Advisory
Pennsylvania
$3.42M -$94.2K -3,680 -3%
FCA
234
FLC Capital Advisors
California
$3.4M +$1.98M +77,316 +139%
SCA
235
Strategic Capital Advisers
Colorado
$3.39M +$113K +4,424 +3%
DWM
236
Destination Wealth Management
California
$3.38M -$7.27K -284 -0.2%
AIA
237
Armor Investment Advisors
North Carolina
$3.35M +$1.2M +46,932 +56%
SWM
238
SeaCrest Wealth Management
New York
$3.34M -$318K -12,412 -9%
CWM
239
Cabot Wealth Management
Massachusetts
$3.32M +$26.3K +1,028 +0.8%
RDIA
240
RE Dickinson Investment Advisors
Iowa
$3.31M +$3.31M +129,312 New
WA
241
WBH Advisory
Maryland
$3.31M +$579K +22,632 +21%
EW
242
Element Wealth
Mississippi
$3.27M -$747K -29,176 -19%
Citadel Advisors
243
Citadel Advisors
Florida
$3.26M +$2.97M +115,876 +1,004%
YAL
244
Your Advocates Ltd
Texas
$3.26M -$11.2K -436 -0.3%
JWBC
245
John W. Brooker & Co
California
$3.25M -$19K -744 -0.6%
FAIM
246
Financial Advocates Investment Management
Washington
$3.24M +$2.64M +136,796 +434%
EFG
247
Everhart Financial Group
Ohio
$3.24M -$54.3K -2,120 -2%
PFT
248
Providence First Trust
Arizona
$3.17M – – –
PA
249
PFG Advisors
Arizona
$3.16M +$134K +5,228 +4%
CFG
250
Citizens Financial Group
Rhode Island
$3.16M +$372K +14,552 +13%
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10
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