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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 %
AWM
726
Altium Wealth Management
New York
$227K +$5.21K +204 +2%
HPA
727
High Probability Advisors
New York
$226K – – –
PG
728
Patten Group
Tennessee
$225K -$14.4K -564 -6%
ECG
729
Edge Capital Group
Georgia
$225K +$513 +20 +0.2%
EWA
730
Exencial Wealth Advisors
Oklahoma
$225K +$225K +8,784 New
MWP
731
Meridian Wealth Partners
Pennsylvania
$223K -$921 -36 -0.4%
JLBC
732
J.L. Bainbridge & Co
Florida
$222K +$205 +8 +0.1%
CCM
733
Carmel Capital Management
California
$220K +$220K +8,600 New
CIC
734
Cutler Investment Counsel
Oregon
$220K +$220K +8,608 New
BWA
735
BDO Wealth Advisors
Florida
$219K +$3.59K +140 +2%
TPA
736
Trivium Point Advisory
Connecticut
$219K +$219K +8,556 New
Simplex Trading
737
Simplex Trading
Illinois
$219K +$219K +8,568 New
SOAG
738
Silver Oak Advisory Group
Oregon
$218K +$218K +8,524 New
RF
739
Robbins Farley
New Hampshire
$217K +$14.5K +568 +7%
FLA
740
Financial Life Advisors
Texas
$216K – – –
PCM
741
Palouse Capital Management
Washington
$216K +$216K +8,436 New
TWP
742
TFO Wealth Partners
Ohio
$216K +$216K +8,712 New
CA
743
Claro Advisors
Massachusetts
$215K +$215K +8,400 New
MWM
744
Merriman Wealth Management
Washington
$214K +$214K +8,344 New
TIM
745
Total Investment Management
Arizona
$213K -$9.51K -372 -4%
RDFA
746
Ritter Daniher Financial Advisory
Ohio
$212K +$3.18K +124 +2%
TCA
747
Transcend Capital Advisors
New Jersey
$210K -$5.12K -200 -2%
CCB
748
Cutter & Co Brokerage
Missouri
$210K +$210K +8,216 New
SCA
749
STALEY CAPITAL ADVISERS
Pennsylvania
$209K – – –
CIA
750
Capital Investment Advisors
Georgia
$208K +$208K +8,120 New
28 29
30
31 32