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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

836 hedge funds and large institutions have $10B invested in Schwab U.S Small- Cap ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 373 increasing their positions, 268 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
14.68%
Holding in Top 10
74
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.78%
% of All Funds
1.3%
New
59
Increased
373
Reduced
268
Closed
48
Calls
$3.37M
Puts
$2.34M
Net Calls
+$1.03M
Net Calls Change
-$1.69M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.3B
2
Bank of America
Bank of America
North Carolina
$940M
3
PCA
Personal Capital Advisors
California
$396M
4
Charles Schwab
Charles Schwab
California
$304M
5
SEI Investments
SEI Investments
Pennsylvania
$342M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$11K
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$70M
3
TI
Tidal Investments
Wisconsin
$52.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$86.3M
5
PFG
Piershale Financial Group
Illinois
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
Strategic Capital Advisers
Colorado
$3.2M +$113K +4,520 +4%
JWBC
227
John W. Brooker & Co
California
$3.2M +$72.5K +2,896 +2%
DFA
228
DHJJ Financial Advisors
Illinois
$3.19M +$182K +7,272 +6%
YAL
229
Your Advocates Ltd
Texas
$3.19M +$47.1K +1,884 +1%
SWA
230
Stratos Wealth Advisors
Ohio
$3.14M +$271K +10,836 +9%
PFT
231
Providence First Trust
Arizona
$3.1M -$12.5K -500 -0.4%
CHA
232
Cooper/Haims Advisors
New York
$3.04M -$367K -14,680 -11%
HG
233
Harbor Group
New Hampshire
$3M -$85.8K -3,428 -3%
CHA
234
Carmichael Hill & Associates
Maryland
$3M +$60.8K +2,428 +2%
FHB
235
First Hawaiian Bank
Hawaii
$2.97M – – –
SAM
236
Summit Asset Management
Tennessee
$2.97M +$29.1K +1,164 +1%
PA
237
PFG Advisors
Arizona
$2.96M +$385K +15,392 +15%
GAM
238
Garrison Asset Management
Arkansas
$2.95M -$32K -1,280 -1%
OF
239
Outfitter Financial
Maine
$2.95M +$72.1K +2,880 +3%
DI
240
Diligent Investors
California
$2.92M – – –
AOWM
241
Alpha Omega Wealth Management
Virginia
$2.91M -$20.1K -804 -0.7%
JPLA
242
Joseph P. Lucia & Associates
New York
$2.86M -$43.2K -1,728 -1%
AIS
243
American Investment Services
Massachusetts
$2.85M +$18.2K +728 +0.6%
LCM
244
Leisure Capital Management
California
$2.8M +$5.31K +212 +0.2%
OFG
245
Omega Financial Group
California
$2.79M -$1.12M -44,572 -29%
IRC
246
Investors Research Corp
Georgia
$2.78M +$8.71K +348 +0.3%
SCM
247
Southport Capital Management
Tennessee
$2.76M -$7.01K -280 -0.3%
SAM
248
Smithbridge Asset Management
Pennsylvania
$2.75M +$98.1K +3,920 +4%
YWP
249
YorkBridge Wealth Partners
New York
$2.74M +$79.6K +3,180 +3%
CFG
250
Citizens Financial Group
Rhode Island
$2.72M +$1.24M +49,668 +84%
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