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 %
SFPG
851
Stonebridge Financial Planning Group
Florida
$24K – – –
CIA
852
Cascade Investment Advisors
Oregon
$23.6K – – –
EWA
853
EverSource Wealth Advisors
Alabama
$23K +$23K +904 New
Franklin Resources
854
Franklin Resources
California
$22K -$11.6M -444,084 -100%
AC
855
AlphaCore Capital
California
$22K – – –
RP
856
Rice Partnership
Hawaii
$22K – – –
HPC
857
HM Payson & Co
Maine
$22K – – –
GG
858
Gleason Group
Kentucky
$22K +$102 +4 +0.5%
National Bank of Canada
859
National Bank of Canada
Quebec, Canada
$22K +$22K +848 New
BWM
860
Baystate Wealth Management
Massachusetts
$21K +$104 +4 +0.5%
RA
861
RiverTree Advisors
Florida
$20K +$20K +79,296 New
NG
862
NWK Group
California
$19K – – –
PSB
863
Piscataqua Savings Bank
New Hampshire
$19K – – –
SPA
864
Shore Point Advisors
New Jersey
$19K +$19K +728 New
VRM
865
Vectors Research Management
New York
$18K -$7.71K -300 -30%
Citigroup
866
Citigroup
New York
$18K +$2.79K +108 +18%
RWA
867
RGT Wealth Advisors
Texas
$18K +$18K +716 New
TCM
868
TD Capital Management
Tennessee
$17K – – –
AWM
869
Accel Wealth Management
Iowa
$17K – – –
MCA
870
Maryland Capital Advisors
Maryland
$17K +$17K +652 New
OA
871
Operose Advisors
Wisconsin
$17K +$17K +680 New
First Manhattan
872
First Manhattan
New York
$17K +$17K +684 New
JFGIW
873
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K – – –
SWA
874
SOA Wealth Advisors
New York
$16K – – –
S
875
Surevest
California
$16K +$16K +636 New
33 34
35
36 37