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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 %
MHB
526
Midwest Heritage Bank
Iowa
$691K +$691K +26,992 New
BCM
527
Boltwood Capital Management
California
$690K +$80.6K +3,152 +13%
BO
528
BRR OpCo
Ohio
$686K +$107K +4,172 +18%
OPS
529
Orion Portfolio Solutions
Nebraska
$680K +$97.2K +3,796 +17%
CCM
530
Condor Capital Management
New Jersey
$675K -$1.33K -52 -0.2%
AO
531
Advisor OS
Illinois
$673K -$102 -4 -0%
MMA
532
Miracle Mile Advisors
California
$664K +$2.15K +84 +0.3%
ARC
533
Advisor Resource Council
Texas
$664K +$664K +25,944 New
KWS
534
Keystone Wealth Services
California
$662K +$662K +25,860 New
JWM
535
JFG Wealth Management
Colorado
$653K +$653K +25,516 New
EAM
536
Evanson Asset Management
California
$649K -$43.8K -1,712 -6%
EGWAG
537
Elwood & Goetz Wealth Advisory Group
Georgia
$649K -$3.89K -152 -0.6%
SAM
538
Strategic Asset Management
Minnesota
$645K +$171K +6,668 +36%
WWM
539
Windsor Wealth Management
Indiana
$636K +$22K +852 +4%
BBA
540
BLB&B Advisors
Pennsylvania
$635K -$53.2K -2,080 -8%
CAG
541
Curtis Advisory Group
California
$633K -$126K -4,936 -17%
WCM
542
Wealthcare Capital Management
Virginia
$629K -$95.9K -3,748 -13%
CIR
543
Clear Investment Research
Georgia
$627K +$205 +8 +0%
APP
544
Avantax Planning Partners
Iowa
$626K +$108K +4,232 +21%
VHAM
545
Van Hulzen Asset Management
California
$625K – – –
FCH
546
Freestone Capital Holdings
Washington
$624K +$264K +10,324 +73%
MA
547
MBA Advisors
Pennsylvania
$623K +$623K +24,348 New
MPM
548
Meritage Portfolio Management
Kansas
$622K -$180K -7,044 -22%
BAAM
549
Baker Avenue Asset Management
California
$617K +$617K +24,100 New
BIA
550
Bigelow Investment Advisors
Maine
$615K -$11.6K -452 -2%
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