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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$778M
2
TI
Tidal Investments
Wisconsin
$0
3
CST
Charles Schwab Trust
Nevada
$955K
4
PFG
Piershale Financial Group
Illinois
$0
5
KAS
Kestra Advisory Services
Texas
$962K
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
326
McAdam LLC
Pennsylvania
$2M +$29.7K +1,160 +2%
PA
327
Parallel Advisors
California
$2M +$274K +10,688 +16%
BAM
328
Belpointe Asset Management
Nevada
$2M -$9.53K -372 -0.5%
CNFG
329
Creegan & Nassoura Financial Group
New Hampshire
$1.99M -$10.2K -400 -0.5%
CFS
330
CRA Financial Services
New Jersey
$1.98M +$113K +4,408 +6%
Prudential Financial
331
Prudential Financial
New Jersey
$1.98M +$1.52M +56,016 +332%
AWE
332
Avidian Wealth Enterprises
Texas
$1.97M +$1.97M +76,984 New
LHEI
333
Leo H. Evart Inc
California
$1.97M +$1.97M +76,860 New
AWA
334
Arete Wealth Advisors
Illinois
$1.95M -$295K -11,428 -13%
VCM
335
Vivaldi Capital Management
Illinois
$1.94M +$51.9K +2,028 +3%
Lido Advisors
336
Lido Advisors
California
$1.86M +$54.1K +2,112 +3%
MCM
337
Mainstay Capital Management
Michigan
$1.85M -$1.86M -72,776 -50%
SWM
338
Spire Wealth Management
Virginia
$1.82M -$2.97K -116 -0.2%
BAM
339
Berkshire Asset Management
Pennsylvania
$1.81M +$33.1K +1,292 +2%
AAS
340
Avantax Advisory Services
Texas
$1.81M +$1.05M +41,088 +139%
JPG
341
Jordan Park Group
California
$1.81M +$1.37M +53,556 +315%
PWA
342
Pillar Wealth Advisors
Pennsylvania
$1.81M +$1.81M +70,548 New
AWM
343
Avior Wealth Management
Nebraska
$1.8M -$67.3K -2,628 -4%
BAM
344
Baldrige Asset Management
Pennsylvania
$1.79M -$4.3K -168 -0.2%
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$1.78M +$678K +26,492 +61%
CPIG
346
Chicago Partners Investment Group
Illinois
$1.75M +$597K +25,632 +52%
BCM
347
Brookstone Capital Management
Illinois
$1.71M +$318K +12,768 +23%
MS
348
Madden Securities
Texas
$1.71M +$40.9K +1,600 +2%
CMBA
349
C.M. Bidwell & Associates
Hawaii
$1.7M -$13.3K -520 -0.8%
BP
350
BCK Partners
New York
$1.7M -$35.8K -1,400 -2%
12 13
14
15 16