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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 %
GWM
576
Gray Wealth Management
Maine
$515K – – –
BFEC
577
Benjamin F. Edwards & Company
Missouri
$514K +$2.97K +116 +0.6%
EH
578
Equitable Holdings
New York
$508K +$5.33K +208 +1%
VVP
579
Venture Visionary Partners
Ohio
$506K +$1.74K +68 +0.3%
SPI
580
Sutton Place Investors
New York
$503K +$503K +19,656 New
SF
581
Synovus Financial
Georgia
$497K +$19K +744 +4%
WOC
582
West Oak Capital
California
$486K +$50.2K +1,960 +12%
AFA
583
American Financial Advisors
Georgia
$485K +$2.15K +84 +0.4%
AA
584
Aire Advisors
California
$484K +$484K +18,864 New
DWP
585
Destiny Wealth Partners
Florida
$480K +$2.97K +116 +0.6%
WWM
586
Western Wealth Management
Colorado
$480K +$480K +18,708 New
WW
587
Waterfront Wealth
Kansas
$475K +$1.95K +76 +0.4%
CCM
588
Crew Capital Management
Ohio
$474K – – –
TFA
589
Trinity Financial Advisors
Ohio
$471K -$2.24M -87,600 -83%
BMD
590
Better Money Decisions
New Mexico
$466K -$1.54K -60 -0.3%
SRC
591
Sage Rhino Capital
California
$466K +$29.8K +1,164 +7%
ICG
592
InterOcean Capital Group
Tennessee
$460K -$21.7K -848 -5%
PCM
593
Parsons Capital Management
Rhode Island
$460K -$3.07K -120 -0.7%
HI
594
Hendershot Investments
Virginia
$460K +$27.5K +1,072 +6%
SMG
595
Spectrum Management Group
Indiana
$459K – – –
Janney Montgomery Scott
596
Janney Montgomery Scott
Pennsylvania
$455K +$40.8K +1,596 +10%
BWM
597
Boyd Wealth Management
California
$455K +$455K +17,760 New
SAM
598
Secure Asset Management
Michigan
$454K +$44K +1,720 +11%
ES
599
ETF Store
Kansas
$451K +$451K +18,852 New
CCM
600
Carlson Capital Management
Minnesota
$450K -$15.8K -616 -3%
22 23
24
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