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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
$4.57B
2
SC
Savant Capital
Illinois
$61.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$45.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$112M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$92M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$778M
2
TI
Tidal Investments
Wisconsin
$0
3
CST
Charles Schwab Trust
Nevada
$955K
4
PFG
Piershale Financial Group
Illinois
$0
5
KAS
Kestra Advisory Services
Texas
$962K
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
876
Beaird Harris Wealth Management
Texas
$16K +$16K +640 New
PCA
877
Providence Capital Advisors
North Carolina
$15K – – –
GI
878
GS Investments
Minnesota
$15K +$411 +16 +3%
CIM
879
Contravisory Investment Management
Massachusetts
$14K +$1.24K +48 +10%
CP
880
Corbenic Partners
Pennsylvania
$14K +$14K +552 New
ATC
881
Adirondack Trust Company
New York
$13K – – –
APW
882
Acima Private Wealth
Virginia
$13K – – –
FCG
883
Financial Connections Group
California
$13K +$13K +528 New
GFPC
884
Global Financial Private Client
Florida
$12.7K – – –
EI
885
Ellevest Inc
New York
$12K -$23K -896 -66%
DAM
886
Delta Asset Management
Tennessee
$12K -$9.93K -404 -45%
TFS
887
TrustCore Financial Services
Tennessee
$11K -$55.4K -2,076 -83%
ZIG
888
Zullo Investment Group
Pennsylvania
$11K +$11K +412 New
CWP
889
Concord Wealth Partners
Virginia
$11K +$11K +420 New
LC
890
Lindbrook Capital
California
$11K +$11K +440 New
CMA
891
Cedar Mountain Advisors
Oregon
$10K -$103 -4 -1%
FPS
892
Fieldpoint Private Securities
Connecticut
$10K – – –
SCA
893
Stonebridge Capital Advisors
Minnesota
$10K – – –
WWM
894
Wagner Wealth Management
South Carolina
$10K – – –
AWM
895
Aberdeen Wealth Management
Illinois
$10K +$10K +400 New
KCM
896
KRS Capital Management
Michigan
$10K +$10K +400 New
GI
897
Gradient Investments
Minnesota
$9K -$21.3K -796 -70%
FMP
898
Financial Management Professionals
Texas
$9K -$2.53K -100 -22%
HCM
899
Horrell Capital Management
Arkansas
$9K – – –
CT
900
Cambridge Trust
Massachusetts
$9K +$9K +356 New
34 35
36
37 38