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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 %
KL
701
KWMG LLC
Kansas
$272K +$49.6K +1,936 +22%
MA
702
MKT Advisors
California
$272K +$272K +11,964 New
BBW
703
Blue Barn Wealth
Utah
$270K -$8.51K -332 -3%
ATPW
704
Ashton Thomas Private Wealth
Arizona
$267K +$53.4K +2,084 +25%
PWM
705
Pinnacle Wealth Management
California
$266K +$266K +10,404 New
SCM
706
SOL Capital Management
Maryland
$265K – – –
DADC
707
D.A. Davidson & Co
Montana
$262K +$55.7K +2,176 +27%
EW
708
Evoke Wealth
California
$260K +$247K +9,660 +1,902%
GWANC
709
Guardian Wealth Advisors (North Carolina)
North Carolina
$259K +$259K +10,128 New
GB
710
Goepper Burkhardt
South Carolina
$256K +$1.54K +60 +0.6%
BFM
711
Broadview Financial Management
Wisconsin
$255K +$12.2K +476 +5%
CPA
712
Cardiff Park Advisors
California
$255K +$255K +9,964 New
RWA
713
River Wealth Advisors
Pennsylvania
$252K -$107K -4,172 -30%
PFP
714
Pinnacle Financial Partners
Tennessee
$252K +$1.23K +48 +0.5%
AA
715
Apriem Advisors
California
$249K -$41K -1,600 -14%
T
716
TRUADVICE
Florida
$245K +$39.8K +1,688 +19%
S
717
SignatureFD
Georgia
$241K -$4.09K -160 -2%
SCM
718
Stordahl Capital Management
Colorado
$241K -$3.48K -136 -1%
MWM
719
Modera Wealth Management
New Jersey
$240K -$7.38K -288 -3%
AAS
720
Annex Advisory Services
Wisconsin
$238K +$32.9K +1,284 +16%
RIS
721
Retirement Income Solutions
Michigan
$235K – – –
EVC
722
Eidelman Virant Capital
Missouri
$235K – – –
GWM
723
Geneos Wealth Management
Colorado
$231K +$10.7K +420 +5%
MG
724
McCutchen Group
Washington
$228K – – –
FMN
725
Financial Management Network
California
$228K +$1.14K +44 +0.5%
27 28
29
30 31