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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 %
FM
626
Family Management
New York
$389K -$12.4K -484 -3%
FNBOMD
627
First National Bank of Mount Dora
Florida
$389K – – –
FRA
628
Front Row Advisors
California
$386K – – –
LA
629
LexAurum Advisors
Kansas
$385K -$154K -6,012 -29%
SFG
630
Sovereign Financial Group
Connecticut
$385K -$1.74K -68 -0.5%
Fisher Asset Management
631
Fisher Asset Management
Washington
$379K +$379K +14,808 New
MA
632
Modus Advisors
Minnesota
$377K -$26.3K -1,028 -7%
SG
633
Somerset Group
Minnesota
$377K +$1.84K +72 +0.5%
EFA
634
Evernest Financial Advisors
Indiana
$376K +$376K +32,164 New
F
635
F3Logic
Minnesota
$376K – – –
IWN
636
Independent Wealth Network
Iowa
$376K +$70.6K +2,760 +23%
UIA
637
Ulland Investment Advisors
Minnesota
$376K +$376K +14,680 New
WIA
638
World Investment Advisors
California
$373K +$2.94K +124 +0.8%
FC
639
Fusion Capital
South Carolina
$368K +$1.43K +56 +0.4%
GT
640
Greenleaf Trust
Michigan
$366K – – –
VCM
641
Vigilant Capital Management
Maine
$360K +$288K +11,224 +397%
PAS
642
Park Avenue Securities
New York
$356K +$90.7K +3,548 +34%
PL
643
Plancorp LLC
Missouri
$355K -$11.1K -432 -3%
SW
644
SVB Wealth
Massachusetts
$355K +$17.5K +684 +5%
FWI
645
Facet Wealth Inc
Maryland
$354K +$12.8K +500 +4%
FG
646
Fiduciary Group
Georgia
$353K – – –
PFA
647
Pure Financial Advisors
California
$353K +$32.1K +1,256 +10%
PAM
648
Premier Asset Management
Illinois
$352K – – –
SPA
649
Sentinel Pension Advisors
Massachusetts
$350K -$29.8K -1,164 -8%
G
650
Gainplan
Michigan
$348K -$14.7K -576 -4%
24 25
26
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