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
+$174M
2
SC
Savant Capital
Illinois
+$38M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$36.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.9M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$20.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$184M
2
TI
Tidal Investments
Wisconsin
-$52.2M
3
CST
Charles Schwab Trust
Nevada
-$19.8M
4
PFG
Piershale Financial Group
Illinois
-$17.1M
5
KAS
Kestra Advisory Services
Texas
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCIA
401
Jackson Creek Investment Advisors
Colorado
$1.27M +$23.6K +924 +2%
PRS
402
Pinkerton Retirement Specialists
Idaho
$1.26M -$81.9K -3,200 -6%
HIC
403
Holderness Investments Company
North Carolina
$1.26M +$72.2K +2,820 +6%
MMHP
404
Murphy Middleton Hinkle & Parker
Georgia
$1.26M +$95.4K +3,724 +8%
SAF
405
Smith Anglin Financial
Texas
$1.25M -$106K -4,132 -8%
WP
406
WealthPLAN Partners
Nebraska
$1.25M +$24.9K +1,068 +2%
AR
407
Apeiron RIA
Texas
$1.25M +$1.25M +48,744 New
LCM
408
Liberty Capital Management
Michigan
$1.24M +$7.17K +280 +0.6%
FWP
409
Firethorn Wealth Partners
Georgia
$1.24M +$1.24M +48,412 New
IF
410
Ironwood Financial
Arizona
$1.24M +$12.3K +480 +1%
GGI
411
GPM Growth Investors
Michigan
$1.24M -$18.6K -728 -1%
FG
412
Foster Group
Iowa
$1.23M -$8.81K -344 -0.7%
RIM
413
Rockbridge Investment Management
New York
$1.23M -$164K -6,408 -12%
KNFPWM
414
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.23M +$1.23M +47,960 New
PWW
415
Pettyjohn Wood & White
Virginia
$1.22M +$66.1K +2,580 +6%
LGWM
416
Litman Gregory Wealth Management
California
$1.2M -$101K -3,960 -8%
AF
417
Allworth Financial
California
$1.19M +$809K +31,608 +210%
PSIWM
418
Paradigm Strategies in Wealth Management
Minnesota
$1.18M +$4.4K +172 +0.4%
Susquehanna International Group
419
Susquehanna International Group
Pennsylvania
$1.18M -$634K -24,748 -35%
AAS
420
Ameritas Advisory Services
Nebraska
$1.17M +$1.17M +45,752 New
LFA
421
Laraway Financial Advisors
Minnesota
$1.17M +$1.17M +45,600 New
NGA
422
Naples Global Advisors
Florida
$1.16M -$10.3K -404 -0.9%
APG
423
Abacus Planning Group
South Carolina
$1.16M -$35.8K -1,400 -3%
CA
424
Cetera Advisors
Colorado
$1.16M +$238K +9,296 +26%
VFA
425
Valeo Financial Advisors
Indiana
$1.15M +$371K +14,472 +47%
15 16
17
18 19