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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 %
ECM
151
Exchange Capital Management
Michigan
$5.79M -$105K -4,084 -2%
AFP
152
Ausdal Financial Partners
Iowa
$5.77M +$444K +17,360 +8%
VFIC
153
Valley Forge Investment Consultants
Pennsylvania
$5.73M +$64.2K +2,508 +1%
BWM
154
BCS Wealth Management
Tennessee
$5.72M +$542K +21,168 +10%
LWAC
155
Laurel Wealth Advisors (California)
California
$5.62M +$4.84M +188,896 +617%
KF
156
Krilogy Financial
Missouri
$5.61M -$241K -9,396 -4%
SWM
157
Sculati Wealth Management
Michigan
$5.58M +$52.3K +2,044 +0.9%
SHA
158
Seneca House Advisors
Virginia
$5.58M +$761K +29,732 +16%
IA
159
IFS Advisors
Kansas
$5.48M -$1.03M -40,196 -16%
SBL
160
Sargent Bickham Lagudis
Colorado
$5.46M +$300K +11,708 +6%
YIA
161
YHB Investment Advisors
Connecticut
$5.42M +$302K +11,780 +6%
CIAS
162
CFS Investment Advisory Services
New Jersey
$5.36M -$926K -39,708 -15%
SKK
163
Shepherd Kaplan Krochuk
Massachusetts
$5.33M -$924K -36,076 -15%
BIA
164
Bell Investment Advisors
California
$5.32M -$286K -11,164 -5%
VA
165
Valmark Advisers
Ohio
$5.28M +$15.4K +600 +0.3%
CWA
166
Carolina Wealth Advisors
South Carolina
$5.27M +$152K +5,952 +3%
BAMG
167
Brand Asset Management Group
Missouri
$5.24M +$41.3K +1,612 +0.8%
CFA
168
Cahill Financial Advisors
Minnesota
$5.2M -$336K -13,136 -6%
VC
169
Veery Capital
Delaware
$5.18M +$1.04M +40,652 +25%
MG
170
Mather Group
Illinois
$5.18M +$2.8M +109,544 +118%
WTC
171
WhitTier Trust Company
Nevada
$5.15M -$59.9K -2,340 -1%
PWA
172
Physician Wealth Advisors
Utah
$5.13M +$366K +14,676 +8%
GCP
173
Gill Capital Partners
Colorado
$5.01M +$130K +5,076 +3%
BA
174
Ballast Advisors
Minnesota
$4.97M +$146K +5,712 +3%
IAN
175
Integrated Advisors Network
Texas
$4.94M +$823K +32,144 +20%
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