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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 %
ME
901
McIlrath & Eck
Washington
$8K -$600 -24 -7%
BAM
902
Bellevue Asset Management
Washington
$8K – – –
ODG
903
O'Dell Group
Ohio
$8K – – –
GWSG
904
GPS Wealth Strategies Group
Colorado
$8K +$7.58K +292 +1,825%
EWM
905
EPG Wealth Management
Georgia
$7K – – –
CFCI
906
Comprehensive Financial Consultants Institutional
Indiana
$7K +$7K +304 New
ACA
907
Atlas Capital Advisors
Wyoming
$6.76K – – –
VCM
908
Versant Capital Management
Arizona
$6K – – –
WT
909
Washington Trust
Rhode Island
$6K – – –
FA
910
Financial Advantage
Maryland
$6K – – –
TFA
911
Toth Financial Advisory
Virginia
$6K +$6K +240 New
FP
912
Financial Perspectives
Minnesota
$5.02K – – –
LWP
913
Lumature Wealth Partners
Georgia
$5K -$3.27K -128 -40%
GIA
914
Goodwin Investment Advisory
Georgia
$5K – – –
ACK
915
Andrew C. Karlinski
$5K +$5K +184 New
TSWM
916
Tyler-Stone Wealth Management
Ohio
$5K +$5K +200 New
HR
917
Howe & Rusling
New York
$4K -$31.3K -1,096 -89%
HNB
918
Huntington National Bank
Ohio
$4K -$3K – –
CSB
919
City State Bank
Iowa
$4K +$4K +148 New
JFA
920
JNBA Financial Advisors
Minnesota
$4K +$4K +152 New
SMA
921
Sage Mountain Advisors
Georgia
$4K +$4K +156 New
CAAS
922
Capital Asset Advisory Services
Michigan
$3K -$24K -928 -89%
MSFP
923
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
FFA
924
Founders Financial Alliance
North Carolina
$3K – – –
WFS
925
Widmann Financial Services
Maryland
$3K +$3K +124 New
35 36
37
38 39