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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 %
FC
501
FCA Corp
Texas
$772K -$1.31M -51,004 -63%
AG
502
Appleton Group
Wisconsin
$771K -$13.2M -517,000 -94%
BWM
503
Blossom Wealth Management
California
$770K +$121K +4,712 +19%
DBRC
504
D.B. Root & Company
Pennsylvania
$768K +$5.22K +204 +0.7%
SIC
505
Sigma Investment Counselors
Michigan
$762K +$60.8K +2,376 +9%
ACI
506
Alpha Cubed Investments
California
$757K -$307 -12 -0%
BA
507
Bridgewater Advisors
New York
$753K -$127K -4,948 -14%
PNC Financial Services Group
508
PNC Financial Services Group
Pennsylvania
$753K +$1.03K +40 +0.1%
GIA
509
GHP Investment Advisors
Colorado
$752K -$25.7K -1,004 -3%
NL
510
NWAM LLC
Washington
$732K +$13K +508 +2%
CAMG
511
CWA Asset Management Group
Florida
$729K – – –
JWS
512
Juncture Wealth Strategies
Arizona
$728K +$105K +4,108 +17%
GDP
513
Great Diamond Partners
Maine
$726K +$93.7K +3,664 +15%
AL
514
ACAS LLC
California
$723K -$5.94K -232 -0.8%
Wealthfront Advisers
515
Wealthfront Advisers
California
$720K -$1.2M -46,968 -63%
JC
516
Jentner Corp
Ohio
$710K -$12K -468 -2%
DTC
517
Davidson Trust Company
Washington
$709K – – –
BDFN
518
Bond & Devick Financial Network
Minnesota
$707K – – –
American Century Companies
519
American Century Companies
Missouri
$704K -$54.4K -2,124 -7%
AIP
520
Almanack Investment Partners
Pennsylvania
$702K +$115K +4,512 +20%
NFG
521
Northeast Financial Group
Pennsylvania
$700K +$27.5K +1,076 +4%
CHJWM
522
Carlton Hofferkamp & Jenks Wealth Management
Texas
$696K -$2.94K -128 -0.4%
FANJ
523
Financial Architects (New Jersey)
New Jersey
$694K +$18.7K +732 +3%
YWP
524
YorkBridge Wealth Partners
New York
$692K -$2.11M -82,284 -75%
CFD
525
Creative Financial Designs
Indiana
$692K +$161K +6,276 +30%
19 20
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