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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 %
AIP
926
Ahrens Investment Partners
Louisiana
$3K +$3K +132 New
CB
927
CNB Bank
Pennsylvania
$3K +$3K +136 New
1IA
928
1834 Investment Advisors
Wisconsin
$2K – – –
OAJ
929
Ogorek Anthony Joseph
New York
$2K – – –
FWM
930
Focused Wealth Management
New York
$2K – – –
RA
931
Resolute Advisors
California
$2K – – –
SIS
932
Sound Income Strategies
Florida
$2K +$2K +60 New
EA
933
Evolution Advisers
Virginia
$2K +$2K +88 New
RI
934
Rinkey Investments
California
$2K +$2K +92 New
MIM
935
Macroview Investment Management
Maryland
$1K – – –
BCMIO
936
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
TFGT
937
TS Financial Group (TSFG)
Illinois
$1K – – –
TFM
938
TFC Financial Management
Massachusetts
$1K – – –
CP
939
Castleview Partners
Texas
$759 +$759 +310,884 New
BIM
940
Baldwin Investment Management
Pennsylvania
$642 +$402 +15,700 +167%
KFS
941
Kelly Financial Services
Massachusetts
$318 – – –
WIM
942
Westside Investment Management
California
$6 – – –
TI
943
Tidal Investments
Wisconsin
– -$52.2M -2,084,088 Closed
PFG
944
Piershale Financial Group
Illinois
– -$17.1M -684,164 Closed
OMC
945
Old Mission Capital
Illinois
– -$5.88M -235,108 Closed
SBH
946
Segall Bryant & Hamill
Illinois
– -$2.5M -99,924 Closed
NAG
947
Northstar Advisory Group
New Jersey
– -$2.2M -87,708 Closed
CK
948
Cohen Klingenstein
New York
– -$2.19M -87,360 Closed
FVWA
949
Foster Victor Wealth Advisors
South Carolina
– -$2.09M -83,384 Closed
Renaissance Technologies
950
Renaissance Technologies
New York
– -$2.07M -82,800 Closed
36 37
38
39 40