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 %
PFA
826
Professional Financial Advisors
Nebraska
$41K – – –
AA
827
Ancora Advisors
Ohio
$41K +$206 +8 +0.5%
TCOV
828
Trust Company of Vermont
Vermont
$40K +$40K +1,544 New
HFS
829
Hantz Financial Services
Michigan
$39K +$24.2K +944 +163%
HF
830
Halpern Financial
Virginia
$35.6K -$13.4K -524 -27%
SL
831
Savior LLC
Massachusetts
$35K -$1.14K -44 -3%
DI
832
Disciplined Investments
Oklahoma
$35K – – –
WFA
833
WestHill Financial Advisors
California
$34K – – –
RE
834
RBC Europe
United Kingdom
$34K +$20.1K +792 +145%
CPFP
835
Clear Perspectives Financial Planning
Ohio
$32K -$51K -2,000 -61%
MAM
836
Meeder Asset Management
Ohio
$32K -$2.43K -96 -7%
AFG
837
Albion Financial Group
Utah
$32K – – –
KTC
838
Kistler-Tiffany Companies
Pennsylvania
$32K – – –
POIA
839
Pin Oak Investment Advisors
Texas
$31K – – –
GWS
840
Glassman Wealth Services
Virginia
$31K +$23.8K +928 +331%
AssetMark Inc
841
AssetMark Inc
California
$31K +$27.2K +1,064 +719%
RCM
842
Raleigh Capital Management
North Carolina
$31K +$31K +1,196 New
SPIA
843
Steward Partners Investment Advisory
New York
$30K +$811 +32 +3%
Barclays
844
Barclays
United Kingdom
$27K – – –
MAM
845
McCarthy Asset Management
California
$27K +$104 +4 +0.4%
FF
846
FourThought Financial
Florida
$26K – – –
GTAM
847
Global Trust Asset Management
Florida
$26K +$103 +4 +0.4%
CSWM
848
Cassady Schiller Wealth Management
Ohio
$26K +$26K +1,032 New
MHR
849
Matthew Hamilton Rosenberg
$25K – – –
AA
850
Atmos Advisory
Pennsylvania
$25K +$25K +964 New
32 33
34
35 36