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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.

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
1
Charles Schwab Investment Advisory
California
$4.57B
2
SC
2
Savant Capital
Illinois
$61.5M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$45.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$112M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$92M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$778M
2
TI
2
Tidal Investments
Wisconsin
$0
3
CST
3
Charles Schwab Trust
Nevada
$955K
4
PFG
4
Piershale Financial Group
Illinois
$0
5
KAS
5
Kestra Advisory Services
Texas
$962K
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
76
Revolve Wealth Partners
New Jersey
$12M 116,709 +116,709 New
ACA
77
Ascension Capital Advisors
Texas
$11.8M 115,174 +3,832 +3%
TWM
78
Tradition Wealth Management
Minnesota
$11.5M 112,341 -976 -0.9%
MGIA
79
Moneta Group Investment Advisors
Missouri
$11.5M 112,236 +15,892 +16%
TCM
80
Towercrest Capital Management
Pennsylvania
$11.1M 108,243 +4,740 +5%
AWMG
81
Alliance Wealth Management Group
New Jersey
$11.1M 108,243 +4,740 +5%
SFG
82
Sage Financial Group
Pennsylvania
$11M 107,584 +66 +0.1%
MAM
83
Marquette Asset Management
Minnesota
$11M 107,410 -421 -0.4%
BCMO
84
Buckingham Capital Management (Ohio)
Ohio
$10.8M 105,070 +6,687 +7%
PIMG
85
Patriot Investment Management Group
Tennessee
$10.7M 104,418 +832 +0.8%
RA
86
Riversedge Advisors
Delaware
$10.2M 99,289 +4,655 +5%
CFMC
87
Curbstone Financial Management Corp
New Hampshire
$10.1M 98,956 +1,650 +2%
CAP
88
Columbia Advisory Partners
Washington
$10.1M 98,678 +98,678 New
BFG
89
Berger Financial Group
Minnesota
$10.1M 98,535 +13,454 +16%
CWM
90
Congress Wealth Management
Massachusetts
$10.1M 98,379 +98,379 New
SWRP
91
Summit Wealth & Retirement Planning
California
$9.9M 96,669 +7,488 +8%
Cerity Partners
92
Cerity Partners
New York
$9.8M 95,693 +81,244 +562%
MTC
93
Matrix Trust Company
Colorado
$9.72M 94,913 -311 -0.3%
SIC
94
Salem Investment Counselors
North Carolina
$9.63M 94,055 +2,063 +2%
PAG
95
Private Advisor Group
New Jersey
$9.4M 91,789 -29,535 -24%
JIC
96
Johnson Investment Counsel
Ohio
$9.4M 91,754 +3,323 +4%
SJIM
97
St. Johns Investment Management
Florida
$9.35M 91,346 +555 +0.6%
AP
98
Appleton Partners
Massachusetts
$9.32M 91,037 +3,517 +4%
BSW
99
Buckingham Strategic Wealth
Missouri
$9.12M 89,016 +806 +0.9%
WWG
100
West Wealth Group
California
$8.95M 87,354 +87,354 New
2 3
4
5 6