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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 %
WCFA
451
Walkner Condon Financial Advisors
Wisconsin
$1.04M +$1.04M +40,504 New
FSWA
452
Financial Synergies Wealth Advisors
Texas
$1.03M -$78K -3,048 -7%
FHA
453
Flagship Harbor Advisors
Massachusetts
$1.03M +$1.03M +40,244 New
CW
454
CreativeOne Wealth
Kansas
$1.02M +$705K +27,560 +222%
TWM
455
Thrive Wealth Management
Pennsylvania
$1.02M +$1.02M +39,808 New
CP
456
Camelot Portfolios
Ohio
$1.02M +$59.3K +2,316 +6%
CC
457
Callan Capital
California
$1.02M +$1.02M +39,748 New
TCM
458
Twele Capital Management
Minnesota
$1.01M +$3.48K +136 +0.3%
AFAS
459
Acorn Financial Advisory Services
Virginia
$1.01M +$30.3K +1,188 +3%
WBCM
460
Wilson & Boucher Capital Management
California
$1M +$1M +39,228 New
CFO
461
CVA Family Office
Colorado
$995K +$54.1K +2,116 +6%
IFS
462
Ifrah Financial Services
Arkansas
$990K -$10.2K -400 -1%
KAS
463
Kestra Advisory Services
Texas
$962K -$15M -587,208 -94%
ASN
464
Advisory Services Network
Georgia
$961K +$59.5K +2,324 +7%
CST
465
Charles Schwab Trust
Nevada
$955K -$19.8M -773,720 -95%
FWP
466
FAS Wealth Partners
Kansas
$954K -$166K -6,480 -15%
FA
467
FDx Advisors
Illinois
$948K +$118K +4,616 +14%
OCM
468
One Capital Management
California
$942K -$4.81K -188 -0.5%
RPG
469
Resource Planning Group
Georgia
$940K -$39.3K -1,536 -4%
SAM
470
S.A. Mason
Michigan
$928K +$15.5K +604 +2%
CG
471
Colony Group
Massachusetts
$921K -$21.9K -856 -2%
BPM
472
Bowling Portfolio Management
Ohio
$902K +$142K +5,532 +19%
CA
473
CoreCap Advisors
Michigan
$902K +$902K +35,240 New
MAG
474
Mayfair Advisory Group
Alabama
$901K – – –
WT
475
Whittier Trust
California
$901K – – –
17 18
19
20 21