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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
+$174M
2
SC
Savant Capital
Illinois
+$38M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$36.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.9M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$20.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$184M
2
TI
Tidal Investments
Wisconsin
-$52.2M
3
CST
Charles Schwab Trust
Nevada
-$19.8M
4
PFG
Piershale Financial Group
Illinois
-$17.1M
5
KAS
Kestra Advisory Services
Texas
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMG
426
Patton Albertson Miller Group
Tennessee
$1.15M -$30.3K -1,184 -3%
CIBC Private Wealth Group
427
CIBC Private Wealth Group
Georgia
$1.14M +$1.84K +72 +0.2%
Chevy Chase Trust
428
Chevy Chase Trust
Maryland
$1.13M -$13.1K -512 -1%
RC
429
Roundview Capital
New Jersey
$1.13M +$22.9K +896 +2%
ASW
430
Astoria Strategic Wealth
Texas
$1.13M +$128K +5,000 +13%
FCM
431
Firestone Capital Management
Florida
$1.12M +$251K +9,816 +29%
CAL
432
Capital Analysts LLC
Pennsylvania
$1.12M +$33.3K +1,300 +3%
AWM
433
Aspire Wealth Management
Massachusetts
$1.12M +$1.12M +43,736 New
MG
434
MilWealth Group
Wisconsin
$1.11M – – –
KWM
435
Kingsview Wealth Management
Oregon
$1.11M -$23K -900 -2%
FNBT
436
FineMark National Bank & Trust
Florida
$1.11M -$3.38K -132 -0.3%
PA
437
Planning Alternatives
Michigan
$1.11M -$45.4K -1,772 -4%
WIC
438
Woodmont Investment Counsel
Tennessee
$1.1M -$1.02K -40 -0.1%
HWA
439
Heritage Way Advisors
Illinois
$1.1M +$5.22K +204 +0.5%
BI
440
Blooom Inc
Kansas
$1.1M -$54.9K -2,100 -5%
CM
441
Columbus Macro
Pennsylvania
$1.09M -$140K -5,464 -11%
SSWM
442
Sheets Smith Wealth Management
North Carolina
$1.09M -$156K -6,076 -12%
William Blair & Company
443
William Blair & Company
Illinois
$1.08M +$724K +28,292 +203%
MCM
444
Mitchell Capital Management
Kansas
$1.07M +$123K +4,804 +13%
OPWM
445
Oakwell Private Wealth Management
Texas
$1.06M -$60.4K -2,360 -5%
OCG
446
Opus Capital Group
Ohio
$1.06M -$4.4K -172 -0.4%
CAM
447
Cozad Asset Management
Illinois
$1.06M – – –
KJWM
448
Kiley Juergens Wealth Management
Washington
$1.05M +$1.05M +40,928 New
WF
449
Whelan Financial
California
$1.04M +$2.87K +112 +0.3%
ACG
450
Allen Capital Group
Nebraska
$1.04M -$2.97K -116 -0.3%
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