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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 %
NFG
551
Next Financial Group
Texas
$613K +$14.9K +584 +2%
PD
552
Planning Directions
Pennsylvania
$609K +$7.99K +312 +1%
EWM
553
Evermay Wealth Management
Virginia
$600K – – –
VAS
554
Valicenti Advisory Services
New York
$593K -$74.3K -2,900 -11%
ACM
555
Armbruster Capital Management
New York
$591K +$25.6K +1,000 +5%
ACMA
556
Arbor Capital Management (Alaska)
Alaska
$574K +$574K +22,440 New
CIAS
557
Capital Investment Advisory Services
North Carolina
$569K -$16.5K -644 -3%
AFS
558
Annapolis Financial Services
Maryland
$566K -$10.2K -400 -2%
WSTAM
559
Wilbanks Smith & Thomas Asset Management
Virginia
$562K -$12K -468 -2%
APW
560
Aurora Private Wealth
New Jersey
$559K -$42.2K -1,648 -7%
SBIA
561
Sheaff Brock Investment Advisors
Indiana
$559K +$15.4K +600 +3%
WP
562
WealthSource Partners
California
$557K -$10.4K -408 -2%
TAM
563
Townsend Asset Management
North Carolina
$554K +$307 +12 +0.1%
DP
564
DDD Partners
Washington
$552K +$17.5K +684 +3%
PHIC
565
Pine Haven Investment Counsel
Massachusetts
$547K +$547K +21,352 New
SWM
566
Stockman Wealth Management
Montana
$538K +$25.6K +1,000 +5%
HTC
567
Haverford Trust Company
Pennsylvania
$538K +$53.3K +2,080 +11%
MWM
568
Madison Wealth Management
Ohio
$536K +$614 +24 +0.1%
FC
569
Forte Capital
New York
$534K -$28.7K -1,120 -5%
FAG
570
Fortitude Advisory Group
Washington
$530K +$530K +20,684 New
LB
571
Legacy Bridge
Iowa
$529K – – –
TIA
572
Tiemann Investment Advisors
California
$525K – – –
SFP
573
Sweet Financial Partners
Minnesota
$523K +$523K +20,424 New
Bank of New York Mellon
574
Bank of New York Mellon
New York
$518K +$56.1K +2,192 +12%
CIC
575
Carnegie Investment Counsel
Ohio
$516K -$34.3K -1,340 -6%
21 22
23
24 25