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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 %
EWM
101
Empirical Wealth Management
Washington
$8.91M 348,024 +1,544 +0.4%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$8.88M 346,720 +11,960 +4%
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$8.72M 340,644 +16,736 +5%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$8.46M 330,344 +2,368 +0.7%
WAM
105
WNY Asset Management
New York
$8.45M 329,524 +16,852 +5%
WANY
106
Wealthspire Advisors (New York)
New York
$8.43M 329,260 -18,524 -5%
GC
107
Garde Capital
Washington
$8.36M 326,596 +15,756 +5%
HFP
108
Holistic Financial Partners
Indiana
$8.23M 321,656 +3,628 +1%
IAS
109
IMA Advisory Services
Colorado
$8M 312,332 +15,972 +5%
MSFS
110
Main Street Financial Solutions
Pennsylvania
$7.98M 311,620 +12,560 +4%
SFWC
111
Strategic Family Wealth Counselors
New Jersey
$7.97M 311,196 +3,428 +1%
RWIA
112
Roger Wittlin Investment Advisory
California
$7.81M 304,996 +304,996 New
ADL
113
Asset Dedication LLC
California
$7.75M 302,648 -17,052 -5%
DP
114
Denver PWM
Colorado
$7.72M 299,476 +13,400 +5%
BDF
115
Black Diamond Financial
Maryland
$7.72M 301,372 +40,172 +15%
IWC
116
Integrated Wealth Concepts
Massachusetts
$7.71M 301,232 +34,012 +13%
EL
117
Essex LLC
Illinois
$7.67M 299,744 +8,540 +3%
CWM
118
Curi Wealth Management
North Carolina
$7.57M 295,860 +38,348 +15%
LFS
119
Lutz Financial Services
Nebraska
$7.55M 294,924 -28,380 -9%
GC
120
Grimes & Company
Massachusetts
$7.53M 293,960 +2,588 +0.9%
TPW
121
Tiller Private Wealth
Pennsylvania
$7.44M 290,532 +66,936 +30%
AMG
122
Asset Management Group
Connecticut
$7.43M 290,100 -2,676 -0.9%
BPA
123
Beacon Pointe Advisors
California
$7.34M 286,556 +14,004 +5%
MFC
124
Morris Financial Concepts
South Carolina
$7.32M 285,884 +285,884 New
VFM
125
Vivid Financial Management
California
$7.17M 280,112 +41,800 +18%
3 4
5
6 7