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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 %
PA
251
Pinnacle Associates
New York
$2.72M -$47K -1,880 -2%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$2.71M +$369K +14,496 +16%
DW
253
Domani Wealth
Pennsylvania
$2.71M – – –
NCM
254
Next Capital Management
New York
$2.7M +$261K +10,424 +11%
ACM
255
Anfield Capital Management
California
$2.69M +$2.69M +103,208 New
KFS
256
Kaizen Financial Strategies
California
$2.69M +$2.69M +107,368 New
WA
257
WBH Advisory
Maryland
$2.66M +$173K +6,916 +7%
CAM
258
Cresset Asset Management
Illinois
$2.66M +$1.21M +48,332 +83%
CCM
259
Coldstream Capital Management
Washington
$2.63M +$426K +24,512 +19%
PWM
260
Provident Wealth Management
Tennessee
$2.61M +$274K +10,956 +12%
MWP
261
Moller Wealth Partners
$2.56M -$2.2K -88 -0.1%
JWA
262
JFS Wealth Advisors
Pennsylvania
$2.53M -$212K -8,452 -8%
SLT
263
St Louis Trust
Missouri
$2.51M – – –
SBH
264
Segall Bryant & Hamill
Illinois
$2.5M -$153K -6,108 -6%
BC
265
Bartlett & Co
Ohio
$2.46M -$17.5K -700 -0.7%
BCWM
266
Bartlett & Co Wealth Management
Ohio
$2.46M -$17.5K -700 -0.7%
AIM
267
Anchor Investment Management
South Carolina
$2.45M -$9.21K -368 -0.4%
PCMC
268
Private Capital Management (Colorado)
Colorado
$2.43M -$164K -6,556 -6%
CWA
269
Clearview Wealth Advisors
Oregon
$2.42M -$60.6K -2,420 -2%
GWM
270
GSB Wealth Management
Connecticut
$2.42M +$178K +7,104 +8%
DWMG
271
DB Wealth Management Group
California
$2.41M +$153K +6,112 +7%
CA
272
Continuum Advisory
Idaho
$2.41M +$2.06M +82,280 +589%
PFA
273
Pinnacle Family Advisors
Missouri
$2.41M +$201K +8,040 +9%
SPFA
274
Summit Place Financial Advisors
New Jersey
$2.4M +$378K +15,092 +19%
B
275
Brightworth
Georgia
$2.4M +$152K +6,088 +7%
9 10
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