SCHA icon

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 %
OF
251
Outfitter Financial
Maine
$3.12M +$107K +4,180 +4%
CHA
252
Cooper/Haims Advisors
New York
$3.06M -$51.7K -2,020 -2%
SAM
253
Summit Asset Management
Tennessee
$3.06M +$26.8K +1,048 +0.9%
SWM
254
Southern Wealth Management
Texas
$3.06M -$2.48M -96,708 -45%
SIG
255
Spinnaker Investment Group
California
$3.06M +$3.06M +129,200 New
CCM
256
Coldstream Capital Management
Washington
$3.04M -$834K -32,580 -22%
CA
257
Continuum Advisory
Idaho
$3.04M +$571K +22,316 +23%
CHA
258
Carmichael Hill & Associates
Maryland
$3.03M -$36.2K -1,416 -1%
AAIM
259
Asset Advisors Investment Management
Georgia
$3.03M -$422K -16,480 -12%
GAM
260
Garrison Asset Management
Arkansas
$3.01M -$12.5K -488 -0.4%
MSWMA
261
Market Street Wealth Management Advisors
Indiana
$2.99M -$787K -30,724 -21%
PWM
262
Provident Wealth Management
Tennessee
$2.97M +$302K +11,812 +11%
PA
263
Pinnacle Associates
New York
$2.96M +$180K +7,016 +6%
HG
264
Harbor Group
New Hampshire
$2.95M -$117K -4,588 -4%
SHJ
265
Sharkey, Howes & Javer
Colorado
$2.95M -$1.05M -40,924 -26%
SAM
266
Smithbridge Asset Management
Pennsylvania
$2.93M +$117K +4,564 +4%
JPLA
267
Joseph P. Lucia & Associates
New York
$2.93M +$410 +16 +0%
LCM
268
Leisure Capital Management
California
$2.92M +$60K +2,344 +2%
AIS
269
American Investment Services
Massachusetts
$2.91M +$1.64K +64 +0.1%
KFS
270
Kaizen Financial Strategies
California
$2.91M +$157K +6,120 +6%
ULWM
271
Upper Left Wealth Management
Florida
$2.9M +$2.9M +112,568 New
FCC
272
Flower City Capital
New York
$2.9M +$2.9M +113,080 New
Bank of Montreal
273
Bank of Montreal
Ontario, Canada
$2.89M +$141K +5,448 +5%
FHB
274
First Hawaiian Bank
Hawaii
$2.85M -$185K -7,240 -6%
PAG
275
Powers Advisory Group
Illinois
$2.85M +$2.85M +111,260 New
9 10
11
12 13