Schwab U.S Small- Cap ETF
SCHA
950 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 174 funds opening new positions, 416 increasing their positions, 237 reducing their positions, and 44 closing their positions.
295% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 44
157% more call options, than puts
Call options by funds: $3.82M | Put options by funds: $1.49M
76% more repeat investments, than reductions
Existing positions increased: 416 | Existing positions reduced: 237
14% more funds holding
Funds holding: 837 → 950 (+113)
8% more funds holding in top 10
Funds holding in top 10: 74 → 80 (+6)
1.85% more ownership
Funds ownership: 243.68% → 245.53% (+1.9%)
5% more capital invested
Capital invested by funds: $10B → $10.5B (+$466M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$175M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$38.4M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$36.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.2M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$186M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$52.2M |
| 3 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$20M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$17.1M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$15.2M |
SCHA Hedge Fund Activity: Q4 2021 in Review
950 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q4 2021, worth a combined $10.5B — up 4.7% from $10B a quarter earlier.
Buyers outnumbered sellers: 174 funds opened new SCHA positions and 44 closed out — a net gain of 130 holders — while 416 added to existing stakes and 237 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $175M. The largest seller was Bank of America, cutting an estimated $186M.
- 950 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q4 2021, up from 837 in Q3 2021.
- Funds reported $10.5B of Schwab U.S Small- Cap ETF stock for Q4 2021, up 4.7% quarter-over-quarter.
- 174 funds opened new Schwab U.S Small- Cap ETF positions in Q4 2021 and 44 closed out, a net change of +130 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $175M added.
- The largest Schwab U.S Small- Cap ETF seller in Q4 2021 was Bank of America, an estimated $186M sold.
Based on aggregated 13F filings for Q4 2021.