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 %
BFC
651
Bedel Financial Consulting
Indiana
$348K -$819 -32 -0.2%
CWS
652
Cypress Wealth Services
California
$347K -$16.5K -644 -5%
BWM
653
BNC Wealth Management
Oregon
$347K +$347K +13,552 New
BFA
654
Beacon Financial Advisory
Ohio
$346K +$9.53K +372 +3%
KFA
655
Kelleher Financial Advisors
New York
$344K – – –
TWM
656
Triton Wealth Management
Arizona
$336K -$16.2K -700 -5%
PCM
657
Pennsylvania Capital Management
Pennsylvania
$336K – – –
GWM
658
Guardian Wealth Management
Illinois
$336K +$336K +13,112 New
NCM
659
Novare Capital Management
North Carolina
$334K +$58.3K +2,276 +21%
RF
660
RHS Financial
California
$333K +$21.9K +856 +7%
CSI
661
Cross Staff Investments
New York
$333K +$333K +13,016 New
UB
662
UMB Bank
Missouri
$333K +$333K +13,020 New
NHC
663
Nicholas Hoffman & Company
Georgia
$331K +$106K +4,124 +47%
FM
664
Foster & Motley
Ohio
$330K -$15.2K -592 -4%
LF
665
LifeSteps Financial
California
$326K +$102 +4 +0%
SWA
666
SFMG Wealth Advisors
Texas
$326K +$717 +28 +0.2%
NA
667
Nottingham Advisors
New York
$323K -$3.17K -124 -1%
FFA
668
First Foundation Advisors
California
$322K +$110K +4,312 +52%
FPCG
669
Fort Pitt Capital Group
Pennsylvania
$314K +$314K +12,256 New
TW
670
TrinityPoint Wealth
Connecticut
$313K +$1.23K +48 +0.4%
PLFAM
671
Pineno Levin & Ford Asset Management
Virginia
$310K +$18K +704 +6%
SF
672
Summit Financial
New Jersey
$309K +$2.15K +84 +0.7%
GBWM
673
Granite Bay Wealth Management
New Hampshire
$307K +$307K +11,992 New
PFA
674
Pinnacle Family Advisors
Missouri
$306K -$2.15M -84,148 -88%
BWP
675
BSW Wealth Partners
Colorado
$303K +$512 +20 +0.2%
25 26
27
28 29