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 %
FTUS
951
Flow Traders U.S.
New York
– -$1.82M -72,884 Closed
CWM
952
CCG Wealth Management
California
– -$1.14M -45,568 Closed
SC
953
Slow Capital
California
– -$1.08M -43,040 Closed
GRP
954
Global Retirement Partners
California
– -$751K -30,004 Closed
IWS
955
Insight Wealth Strategies
California
– -$696K -27,828 Closed
IA
956
IFG Advisory
Georgia
– -$569K -22,776 Closed
RA
957
RFG Advisory
Alabama
– -$518K -20,692 Closed
WIC
958
Whitegate Investment Counselors
New Hampshire
– -$394K -15,748 Closed
FC
959
Fulcrum Capital
Washington
– -$367K -14,664 Closed
LNB
960
Ledyard National Bank
– -$320K -12,804 Closed
PI
961
PEAK6 Investments
Illinois
– -$317K -12,648 Closed
M&T Bank
962
M&T Bank
New York
– -$287K -11,472 Closed
GSC
963
Ground Swell Capital
South Carolina
– -$285K -11,400 Closed
CFA
964
Capstone Financial Advisors
Illinois
– -$259K -10,356 Closed
PWM
965
Praetorian Wealth Management
California
– -$246K -9,840 Closed
JWM
966
Jeppson Wealth Management
California
– -$219K -8,760 Closed
AIM
967
AMI Investment Management
Indiana
– -$208K -8,308 Closed
CWA
968
Centennial Wealth Advisory
Michigan
– -$202K -8,088 Closed
RPCA
969
Running Point Capital Advisors
California
– -$179K -7,160 Closed
AWA
970
Arkadios Wealth Advisors
Georgia
– -$128K -5,128 Closed
CDIA
971
Capital Directions Investment Advisors
Georgia
– -$119K -4,744 Closed
GPA
972
Guidance Point Advisors
Massachusetts
– -$76K -3,036 Closed
DOA
973
D'Orazio & Associates
Virginia
– -$48K -1,932 Closed
BL
974
Balentine LLC
Georgia
– -$36K -1,456 Closed
WC
975
Westwind Capital
New Mexico
– -$29K -1,144 Closed
36 37 38
39
40