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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 %
ACA
776
Aptus Capital Advisors
Alabama
$139K +$14.1K +548 +11%
CWC
777
Carolinas Wealth Consulting
North Carolina
$137K +$204 +8 +0.1%
BC
778
Barnett & Company
Tennessee
$125K +$3.07K +120 +3%
JPMorgan Chase & Co
779
JPMorgan Chase & Co
New York
$124K – – –
Bessemer Group
780
Bessemer Group
New Jersey
$120K +$120K +4,696 New
LFG
781
Larson Financial Group
Missouri
$119K +$5.41K +212 +5%
CAM
782
Costello Asset Management
Pennsylvania
$108K +$6.16K +240 +6%
SCA
783
Snowden Capital Advisors
New York
$103K +$103K +4,060 New
MA
784
Montag & Associates
Georgia
$100K +$100K +3,920 New
CAL
785
Capital Advisors Ltd
Ohio
$95K -$12.8K -500 -12%
CCA
786
Column Capital Advisors
Indiana
$92K – – –
RFA
787
Reilly Financial Advisors
California
$92K +$3.5K +136 +4%
KPCM
788
Kings Point Capital Management
New York
$90K +$90K +3,528 New
TSW
789
Thompson Siegel & Walmsley
Virginia
$87K – – –
FFA
790
Freedman Financial Associates
Massachusetts
$83K – – –
FCA
791
FinTrust Capital Advisors
South Carolina
$82K +$308 +12 +0.4%
TFP
792
Tilia Fiduciary Partners
North Carolina
$82K +$82K +3,208 New
GCM
793
Gables Capital Management
Florida
$78K – – –
SIC
794
SJS Investment Consulting
Ohio
$77K +$77K +3,008 New
CTC
795
Central Trust Company
Missouri
$76K +$59.9K +2,336 +372%
PP
796
PDS Planning
Ohio
$75K -$1.74K -68 -2%
BC
797
Burleson & Co
California
$72K +$412 +16 +0.6%
CA
798
Clearstead Advisors
Ohio
$71K +$33.7K +1,316 +90%
SWM
799
Selective Wealth Management
Virginia
$70K +$409 +16 +0.6%
CCM
800
Covington Capital Management
California
$69K – – –
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32
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