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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
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 Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
126
Blue Bell Private Wealth Management
Pennsylvania
$7.16M +$1.09M +42,676 +18%
CWA
127
Consilium Wealth Advisory
Texas
$7.12M +$7.12M +278,204 New
CMP
128
Courage Miller Partners
Virginia
$6.9M +$96.1K +3,752 +1%
SFA
129
Souders Financial Advisors
Ohio
$6.81M +$264K +10,324 +4%
SB
130
Strategic Blueprint
Georgia
$6.8M +$928K +36,260 +16%
MML Investors Services
131
MML Investors Services
Massachusetts
$6.72M +$483K +18,876 +8%
SFA
132
Seneca Financial Advisors
New York
$6.71M +$99.7K +3,896 +2%
Goldman Sachs
133
Goldman Sachs
New York
$6.66M +$6.42M +250,724 +2,708%
TCM
134
Tradewinds Capital Management
Washington
$6.65M +$94.7K +3,700 +1%
SWA
135
Stratos Wealth Advisors
Ohio
$6.58M +$3.37M +131,600 +105%
MCM
136
MAI Capital Management
Ohio
$6.56M +$104K +4,064 +2%
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$6.5M +$114K +4,448 +2%
HFS
138
Horizon Financial Services
North Carolina
$6.33M +$1.1M +43,064 +21%
PS
139
Portfolio Solutions
Michigan
$6.31M -$122K -4,772 -2%
TYCC
140
Texas Yale Capital Corp
Florida
$6.28M +$53.5K +2,088 +0.9%
KCPG
141
Kavar Capital Partners Group
Kansas
$6.19M +$362K +14,160 +6%
CAN
142
Cetera Advisor Networks
California
$6.19M +$503K +19,652 +9%
SW
143
Simplicity Wealth
New Jersey
$6.14M +$6.14M +239,668 New
FCI
144
Financial Counselors Inc
Kansas
$6.04M -$187K -7,288 -3%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$5.96M +$214K +8,352 +4%
LA
146
LVW Advisors
New York
$5.93M -$668K -26,084 -10%
SWA
147
Sutton Wealth Advisors
Florida
$5.9M -$10.9K -424 -0.2%
SWA
148
Sightline Wealth Advisors
Connecticut
$5.88M -$147K -5,676 -2%
FIBT
149
First International Bank & Trust
North Dakota
$5.83M +$5.83M +227,636 New
MFT
150
Moisand Fitzgerald Tamayo
Florida
$5.81M -$502K -19,608 -8%
4 5
6
7 8