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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$778M
2
TI
Tidal Investments
Wisconsin
$0
3
CST
Charles Schwab Trust
Nevada
$955K
4
PFG
Piershale Financial Group
Illinois
$0
5
KAS
Kestra Advisory Services
Texas
$962K
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
201
Community Bank
New York
$4.2M -$24.5K -956 -0.6%
BI
202
Berkeley Inc
Idaho
$4.18M +$318K +12,408 +8%
CP
203
Capital Planning
Washington
$4.18M +$3.09M +120,548 +282%
MWM
204
Mission Wealth Management
California
$4.13M -$14.3K -560 -0.3%
RJA
205
Raymond James & Associates
Florida
$4.11M +$72.7K +2,840 +2%
CFO
206
Collective Family Office
Pennsylvania
$4.06M -$159K -6,216 -4%
PFWA
207
Paces Ferry Wealth Advisors
Georgia
$4.06M +$505K +19,732 +14%
PS
208
Planned Solutions
California
$4.04M +$4.04M +157,768 New
PFM
209
Parsec Financial Management
North Carolina
$4.03M -$25.7K -1,004 -0.6%
PAI
210
Pittenger & Anderson Inc
Nebraska
$4.02M +$319K +12,452 +9%
LPIC
211
LeJeune Puetz Investment Counsel
Michigan
$4M +$22.4K +876 +0.6%
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$3.99M -$210K -8,192 -5%
SFMG
213
Sage Financial Management Group
Virginia
$3.96M +$3.96M +154,828 New
FTS
214
Fifth Third Securities
Ohio
$3.94M +$54.1K +2,112 +1%
CWM
215
Chesapeake Wealth Management
Virginia
$3.92M -$46.7K -1,824 -1%
WA
216
Wealth Architects
California
$3.87M +$22.2K +868 +0.6%
CAM
217
Cresset Asset Management
Illinois
$3.86M +$1.14M +44,404 +42%
NRI
218
NFP Retirement Inc
California
$3.82M +$271K +10,572 +8%
NF
219
Nikulski Financial
Iowa
$3.81M +$11.5K +448 +0.3%
BDWCC
220
B&D White Capital Company
Texas
$3.8M – – –
PWA
221
Providence Wealth Advisors
Illinois
$3.78M +$149K +6,020 +4%
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$3.77M -$4.02M – –
ECM
223
Evergreen Capital Management
Washington
$3.76M +$117K +4,552 +3%
GPFA
224
Game Plan Financial Advisors
Ohio
$3.74M +$276K +10,788 +8%
TFF
225
The Family Firm
Maryland
$3.74M -$23.1K -904 -0.6%
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9
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