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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 %
BlackRock
476
BlackRock
New York
$897K -$73.3K -2,864 -8%
JAG
477
Journey Advisory Group
Kentucky
$896K +$7.58K +296 +0.9%
APSI
478
Asset Planning Services Inc
Louisiana
$896K +$17.9K +700 +2%
PAM
479
Pegasus Asset Management
New York
$884K +$14.5K +568 +2%
AWA
480
Acorn Wealth Advisors
Michigan
$879K +$165K +6,448 +23%
GCA
481
Gradient Capital Advisors
California
$862K +$23.2K +908 +3%
LFA
482
Landmark Financial Advisors
Kentucky
$852K -$76.9K -3,004 -8%
DWT
483
Dorsey & Whitney Trust
South Dakota
$849K – – –
Northern Trust
484
Northern Trust
Illinois
$849K +$432K +16,852 +104%
IFA
485
Index Fund Advisors
California
$831K +$831K +32,476 New
CWA
486
Cornerstone Wealth Advisors
Minnesota
$829K -$72.4K -2,828 -8%
GFP
487
Guardian Financial Partners
California
$826K +$826K +32,264 New
BA
488
Bristlecone Advisors
Washington
$822K +$2.56K +100 +0.3%
PSF
489
Pacific Sun Financial
California
$819K +$12.3K +480 +2%
KPWS
490
Kestra Private Wealth Services
Texas
$818K +$11.4K +444 +1%
BF
491
BOK Financial
Oklahoma
$811K -$26.8K -1,048 -3%
EK
492
Evensky & Katz
Florida
$811K +$23.5K +916 +3%
MFM
493
Mirsky Financial Management
New York
$806K +$806K +31,500 New
AIM
494
Avity Investment Management
Connecticut
$798K – – –
MCM
495
Manchester Capital Management
Vermont
$797K – – –
OFS
496
Oldfather Financial Services
Nebraska
$796K +$71.5K +2,984 +10%
MWM
497
Maripau Wealth Management
Indiana
$796K +$796K +33,568 New
WAP
498
Wealthcare Advisory Partners
Pennsylvania
$777K +$560K +21,876 +259%
CWM
499
Campbell Wealth Management
Virginia
$775K +$98.8K +3,860 +15%
TFA
500
Teamwork Financial Advisors
Texas
$773K +$106K +4,156 +16%
18 19
20
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