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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
+$140M
2
Bank of America
Bank of America
North Carolina
+$33.7M
3
PCA
Personal Capital Advisors
California
+$25.3M
4
Charles Schwab
Charles Schwab
California
+$19M
5
SEI Investments
SEI Investments
Pennsylvania
+$18.2M

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$27.9M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$15.5M
3
TI
Tidal Investments
Wisconsin
-$14.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.5M
5
PFG
Piershale Financial Group
Illinois
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
276
Mather Group
Illinois
$2.32M -$116K -4,632 -5%
BP
277
Broadleaf Partners
Ohio
$2.32M +$30.8K +1,232 +1%
FIA
278
Foundations Investment Advisors
Arizona
$2.28M -$1.62K -64 -0.1%
ISG
279
Investment Security Group
Colorado
$2.25M -$50.7K -2,028 -2%
B
280
Bailard
California
$2.22M -$25.7K -1,028 -1%
SPAS
281
Spectrum Planning & Advisory Services
California
$2.2M +$28.8K +1,152 +1%
NAG
282
Northstar Advisory Group
New Jersey
$2.2M +$2.2M +87,708 New
CK
283
Cohen Klingenstein
New York
$2.19M -$949K -37,920 -30%
AWA
284
Arete Wealth Advisors
Illinois
$2.18M -$26.8K -1,068 -1%
TSWM
285
Triangle Securities Wealth Management
North Carolina
$2.16M +$57.7K +2,304 +3%
CIP
286
Capital Insight Partners
Arizona
$2.15M +$190K +7,608 +10%
SDWMA
287
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.12M -$20.4K -816 -1%
AIA
288
Armor Investment Advisors
North Carolina
$2.1M -$84.2K -3,364 -4%
FVWA
289
Foster Victor Wealth Advisors
South Carolina
$2.09M -$1.74M -69,360 -45%
Renaissance Technologies
290
Renaissance Technologies
New York
$2.07M -$541K -21,600 -21%
T
291
TNF
Montana
$2.06M +$2.06M +81,708 New
TIM
292
Tortoise Investment Management
New York
$2.04M +$173K +6,920 +9%
FC
293
FCA Corp
Texas
$2.03M -$25.1K -1,004 -1%
ISWM
294
Independent Solutions Wealth Management
New York
$2.01M +$3.5K +140 +0.2%
MA
295
Mutual Advisors
Nebraska
$2M -$202K -8,080 -9%
LBC
296
Lowe Brockenbrough & Co
Virginia
$2M +$2M +79,756 New
CF
297
Centaurus Financial
California
$1.99M -$12.5K -500 -0.6%
HA
298
HC Advisors
Georgia
$1.98M +$106K +4,240 +6%
AIA
299
Arcadia Investment Advisors
Idaho
$1.98M -$374K -14,932 -16%
DSC
300
Duncker Streett & Co
Missouri
$1.97M +$1.8K +72 +0.1%
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