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 %
CC
376
Copperleaf Capital
North Carolina
$1.49M +$42.6K +1,664 +3%
VBWMG
377
Von Berge Wealth Management Group
California
$1.48M +$1.48M +63,340 New
QCG
378
Quadrant Capital Group
Ohio
$1.47M +$46.9K +1,832 +3%
DAS
379
Dynamic Advisor Solutions
Arizona
$1.45M -$456K -17,832 -24%
OC
380
Oarsman Capital
Wisconsin
$1.45M -$4.92K -192 -0.3%
CI
381
Cordant Inc
Oregon
$1.44M -$106K -4,148 -7%
PWMAG
382
Pinnacle Wealth Management Advisory Group
New Jersey
$1.44M +$150K +5,880 +12%
BJL
383
Brighton Jones LLC
Washington
$1.41M +$251K +9,788 +22%
CA
384
Cambridge Advisors
Nebraska
$1.4M +$164K +6,412 +13%
RTL
385
Red Tortoise LLC
Georgia
$1.39M -$979K -38,236 -41%
IWMA
386
Ironwood Wealth Management (Arizona)
Arizona
$1.38M +$22.2K +868 +2%
APA
387
American Portfolios Advisors
New York
$1.38M -$36.8K -1,436 -3%
MCC
388
Money Concepts Capital
Florida
$1.37M +$1.37M +53,540 New
BAM
389
Barrett Asset Management
New York
$1.35M +$440K +17,184 +48%
C
390
CEDRUS
Colorado
$1.35M +$1.35M +52,664 New
NCM
391
Northwest Capital Management
Oregon
$1.34M +$675K +29,236 +101%
SFG
392
SNS Financial Group
Minnesota
$1.34M -$157K -6,120 -10%
SIA
393
Sage Investment Advisers
New York
$1.33M +$1.33M +52,072 New
AWM
394
Abound Wealth Management
Tennessee
$1.32M +$1.32M +51,720 New
WCWM
395
Wooster Corthell Wealth Management
Connecticut
$1.32M -$74.1K -2,892 -5%
CBFP
396
Cedar Brook Financial Partners
Ohio
$1.32M +$23.7K +924 +2%
HI
397
Hudock Inc
Pennsylvania
$1.32M +$5.94K +232 +0.5%
BTWM
398
Baker Tilly Wealth Management
Wisconsin
$1.31M -$48.1K -1,880 -4%
NF
399
NTB Financial
Colorado
$1.31M +$1.31M +51,020 New
PCM
400
Passive Capital Management
Maryland
$1.27M +$1.27M +49,532 New
14 15
16
17 18