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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 %
PFM
676
Peak Financial Management
Massachusetts
$302K – – –
JCM
677
Jacobsen Capital Management
Utah
$302K +$512 +20 +0.2%
NCMW
678
Northern Capital Management (Washington)
Washington
$301K -$7.57K -296 -2%
BW
679
Bison Wealth
Georgia
$300K -$478K -18,656 -61%
GWCM
680
Godshalk Welsh Capital Management
Pennsylvania
$297K – – –
GFP
681
Gryphon Financial Partners
Ohio
$297K +$297K +11,604 New
TC
682
TownSquare Capital
Utah
$295K +$295K +11,520 New
WF
683
Wayfinding Financial
Washington
$291K +$291K +13,120 New
APA
684
Astoria Portfolio Advisors
New York
$290K +$290K +11,332 New
FA
685
Fagan Associates
New York
$288K – – –
GLA
686
Great Lakes Advisors
Illinois
$286K – – –
WI
687
Wedgewood Investors
Pennsylvania
$285K – – –
LWANC
688
Laurel Wealth Advisors (North Carolina)
North Carolina
$285K +$10.3K +400 +4%
GG
689
Gofen & Glossberg
Illinois
$285K +$70.4K +2,752 +33%
SSCA
690
South Shore Capital Advisors
Massachusetts
$283K +$8.82K +344 +3%
AIM
691
AHL Investment Management
Florida
$283K +$283K +11,068 New
BCP
692
Blackhawk Capital Partners
Wisconsin
$280K -$192K -7,520 -41%
AL
693
Aspiriant LLC
California
$280K – – –
LAIC
694
Lederer & Associates Investment Counsel
California
$280K +$42.5K +1,660 +18%
PP
695
Palladium Partners
Virginia
$279K -$42.5K -1,656 -13%
PP
696
Patten & Patten
Tennessee
$279K +$38.5K +1,500 +16%
RG
697
Retirement Group
California
$278K – – –
BRWM
698
B. Riley Wealth Management
Tennessee
$275K -$5.84K -228 -2%
CAG
699
Compass Advisory Group
New York
$275K +$1.33K +52 +0.5%
Betterment LLC
700
Betterment LLC
New York
$274K +$4.2K +164 +2%
26 27
28
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