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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 %
EWM
351
Elmwood Wealth Management
California
$1.69M +$1.69M +65,880 New
MWM
352
Meridian Wealth Management
Kentucky
$1.68M -$18K -704 -1%
GW
353
GW & Wade
Massachusetts
$1.68M -$8.09K -316 -0.5%
AIM
354
Aspen Investment Management
Michigan
$1.68M +$1.74K +68 +0.1%
LWM
355
Laidlaw Wealth Management
New York
$1.67M +$1.67M +65,240 New
HWMG
356
Hurlow Wealth Management Group
Indiana
$1.67M +$113K +4,904 +7%
LC
357
LTG Capital
Massachusetts
$1.66M +$1.66M +64,708 New
PAM
358
Palisade Asset Management
Minnesota
$1.66M – – –
RGF
359
Retirement Guys Formula
Ohio
$1.65M +$1.65M +64,384 New
WCM
360
Wisconsin Capital Management
Wisconsin
$1.64M – – –
MCM
361
Mengis Capital Management
Oregon
$1.64M -$10.9K -424 -0.7%
PFC
362
Phocas Financial Corp
California
$1.63M +$13.4K +524 +0.8%
NIM
363
Nicollet Investment Management
Minnesota
$1.62M – – –
GWM
364
Greenhouse Wealth Management
Connecticut
$1.62M +$7.99K +312 +0.5%
PFGIA
365
Patriot Financial Group Insurance Agency
Massachusetts
$1.61M +$162K +6,332 +11%
PFM
366
Phillips Financial Management
Indiana
$1.59M +$26.5K +1,036 +2%
Fidelity Investments
367
Fidelity Investments
Massachusetts
$1.58M +$229K +8,940 +17%
PGFC
368
Peapack-Gladstone Financial Corp
New Jersey
$1.58M +$59K +2,304 +4%
FBB
369
Fulton Breakefield Broenniman
Maryland
$1.57M +$15.4K +600 +1%
WPA
370
West Paces Advisors
Georgia
$1.55M +$51.3K +2,004 +3%
SFG
371
Sunburst Financial Group
Alabama
$1.54M +$833K +32,524 +118%
NB
372
NBT Bank
New York
$1.54M -$119K -4,660 -7%
CWM
373
Cedar Wealth Management
California
$1.5M +$36.9K +1,440 +3%
CFIA
374
Cantor Fitzgerald Investment Advisors
New York
$1.5M -$15.1K -588 -1%
SWP
375
Stratos Wealth Partners
Ohio
$1.49M +$26.3K +1,028 +2%
13 14
15
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