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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 %
SFS
751
Strategic Financial Services
New York
$207K – – –
MCP
752
Mirador Capital Partners
California
$207K +$207K +8,104 New
CCM
753
Ciovacco Capital Management
Georgia
$206K +$206K +8,040 New
LNWWM
754
Laird Norton Wetherby Wealth Management
California
$205K -$39.5K -1,540 -16%
BAM
755
Bosun Asset Management
Illinois
$205K +$205K +8,000 New
RWA
756
Redmont Wealth Advisors
Illinois
$205K +$205K +8,000 New
SCM
757
Seascape Capital Management
New Hampshire
$204K +$204K +7,960 New
LW
758
Linscomb Wealth
Texas
$202K +$202K +7,900 New
PSUF
759
People's United Financial
Connecticut
$201K +$201K +7,836 New
CAI
760
Capital Advisors Inc
Oklahoma
$201K +$201K +7,868 New
MFA
761
Mayflower Financial Advisors
Massachusetts
$200K +$200K +7,800 New
SSB
762
Sandy Spring Bank
Maryland
$199K +$12.5K +488 +7%
KA
763
Kozak & Associates
Colorado
$194K – – –
FMII
764
Farmers & Merchants Investments Inc
Nebraska
$193K +$28.8K +1,124 +18%
LWA
765
Lenox Wealth Advisors
New York
$182K +$21.8K +852 +14%
ICM
766
Islay Capital Management
Texas
$178K – – –
TWA
767
TCI Wealth Advisors
Arizona
$176K +$109K +4,240 +162%
NSIM
768
North Star Investment Management
Illinois
$175K +$3.9K +152 +2%
LFA
769
Level Financial Advisors
New York
$159K +$159K +6,196 New
LWM
770
Liberty Wealth Management
California
$156K +$63K +2,252 +67%
OIA
771
Optimum Investment Advisors
Illinois
$149K +$717 +28 +0.5%
FCT
772
First Community Trust
Iowa
$148K +$148K +5,800 New
US Bancorp
773
US Bancorp
Minnesota
$147K +$41.2K +1,608 +39%
Carson Wealth (CWM LLC)
774
Carson Wealth (CWM LLC)
Nebraska
$144K +$144K +5,640 New
OFG
775
Oxford Financial Group
Indiana
$142K -$12.7K -496 -8%
29 30
31
32 33