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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 %
SCM
176
Southport Capital Management
Tennessee
$4.91M +$2.09M +81,480 +74%
DB
177
Dravo Bay
Delaware
$4.89M +$4.89M +212,908 New
VNA
178
Valley National Advisers
Pennsylvania
$4.88M +$442K +17,260 +10%
APW
179
Austin Private Wealth
Texas
$4.87M +$523K +20,448 +12%
NDSI
180
Newman Dignan & Sheerar Inc
Rhode Island
$4.86M +$67K +2,616 +1%
FF
181
Friedenthal Financial
New Jersey
$4.79M -$366K -14,316 -7%
ATWA
182
Arbor Trust Wealth Advisors
Michigan
$4.78M +$51.3K +2,004 +1%
MTIC
183
Missouri Trust & Investment Company
Missouri
$4.75M +$4.75M +185,492 New
PP
184
PrairieView Partners
Minnesota
$4.72M -$20.5K -800 -0.4%
OWA
185
One Wealth Advisors
California
$4.68M +$833K +32,520 +22%
EFS
186
Econ Financial Services
Pennsylvania
$4.61M +$4.61M +180,208 New
C1AG
187
Client 1st Advisory Group
Florida
$4.61M -$100K -3,920 -2%
EWA
188
EP Wealth Advisors
California
$4.6M +$483K +18,884 +12%
T
189
TCWP
Ohio
$4.59M +$4.59M +179,388 New
BRWA
190
B. Riley Wealth Advisors
Florida
$4.58M +$145K +5,668 +3%
MWA
191
Martel Wealth Advisors
Washington
$4.53M -$36.2K -1,448 -0.8%
CCM
192
Chilton Capital Management
Texas
$4.53M – – –
DI
193
Diligent Investors
California
$4.5M +$1.63M +63,864 +57%
CCWA
194
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.5M +$3.31M +129,184 +277%
EE
195
EWG Elevate
California
$4.5M +$166K +6,480 +4%
RRC
196
Relaxing Retirement Coach
Massachusetts
$4.39M -$45.3K -1,768 -1%
Stifel Financial
197
Stifel Financial
Missouri
$4.35M -$225K -8,788 -5%
FWM
198
ForthRight Wealth Management
Georgia
$4.32M +$4.32M +168,600 New
SS
199
Sunbelt Securities
Texas
$4.26M -$394K -16,684 -8%
LIM
200
Leavell Investment Management
Alabama
$4.22M +$2.36K +92 +0.1%
6 7
8
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