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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 %
PB
801
Pinnacle Bancorp
Nebraska
$69K – – –
EVM
802
Eaton Vance Management
Massachusetts
$68K +$68K +2,680 New
OSAM
803
O'Shaughnessy Asset Management
Connecticut
$65K +$13.9K +548 +27%
PO
804
Private Ocean
California
$61K -$22.4K -880 -27%
Deutsche Bank
805
Deutsche Bank
Germany
$61K – – –
GT
806
Glenmede Trust
Pennsylvania
$60K – – –
PMFA
807
Plante Moran Financial Advisors
Michigan
$60K +$1.12K +44 +2%
SQA
808
Simon Quick Advisors
New Jersey
$59K +$307 +12 +0.5%
KSWA
809
Kathleen S. Wright Associates
Pennsylvania
$59K +$59K +2,300 New
CFGS
810
Concourse Financial Group Securities
Alabama
$58K +$17.1K +668 +42%
IHWM
811
Iron Horse Wealth Management
Iowa
$58K +$58K +2,276 New
M
812
MOTCO
Texas
$57K – – –
LF
813
Lee Financial
Texas
$56K – – –
PK
814
Pflug Koory
Nebraska
$53K – – –
SFM
815
Signet Financial Management
New Jersey
$53K +$53K +2,084 New
BCM
816
Blume Capital Management
California
$52K -$32.4K -1,268 -38%
CFA
817
Carroll Financial Associates
North Carolina
$52K +$6.11K +240 +13%
Fifth Third Bancorp
818
Fifth Third Bancorp
Ohio
$50K -$6.26K -244 -11%
FA
819
Fortis Advisors
Pennsylvania
$48K -$17.6K -692 -27%
FHA
820
First Horizon Advisors
Tennessee
$48K -$4.47K -176 -9%
SWM
821
Sugarloaf Wealth Management
Georgia
$48K – – –
GIP
822
Granite Investment Partners
California
$47K +$24.6K +960 +110%
AAP
823
Arax Advisory Partners
Colorado
$45K +$8.53K +336 +23%
ANBT
824
American National Bank & Trust
Texas
$44K +$44K +1,728 New
TCWA
825
Ten Capital Wealth Advisors
Washington
$42K -$5.33K -208 -11%
31 32
33
34 35