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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 %
BAM
301
Belpointe Asset Management
Nevada
$1.96M -$1.01M -40,196 -34%
GSIS
302
Global Strategic Investment Solutions
Arizona
$1.96M +$24.9K +996 +1%
CNFG
303
Creegan & Nassoura Financial Group
New Hampshire
$1.95M – – –
PWM
304
Perigon Wealth Management
California
$1.95M +$20.9K +836 +1%
SG
305
StoneX Group
New York
$1.94M +$861K +34,396 +80%
ML
306
McAdam LLC
Pennsylvania
$1.93M -$86.4K -3,452 -4%
Wealthfront Advisers
307
Wealthfront Advisers
California
$1.88M +$705K +28,192 +60%
DAS
308
Dynamic Advisor Solutions
Arizona
$1.87M +$321K +12,840 +21%
VCM
309
Vivaldi Capital Management
Illinois
$1.85M +$76K +3,036 +4%
CFS
310
CRA Financial Services
New Jersey
$1.83M +$114K +4,556 +7%
AWM
311
Avior Wealth Management
Nebraska
$1.83M -$95.2K -3,804 -5%
FTUS
312
Flow Traders U.S.
New York
$1.82M +$1.82M +72,884 New
SWM
313
Spire Wealth Management
Virginia
$1.78M -$84.9K -3,392 -5%
Susquehanna International Group
314
Susquehanna International Group
Pennsylvania
$1.77M -$134K -5,336 -7%
Lido Advisors
315
Lido Advisors
California
$1.76M -$51K -2,040 -3%
BWL
316
Bogart Wealth LLC
Virginia
$1.75M -$120K -4,792 -6%
BAM
317
Baldrige Asset Management
Pennsylvania
$1.75M -$7.31K -292 -0.4%
BAM
318
Berkshire Asset Management
Pennsylvania
$1.74M +$166K +6,628 +11%
BP
319
BCK Partners
New York
$1.69M -$111K -4,424 -6%
PA
320
Parallel Advisors
California
$1.69M -$184K -7,356 -10%
HWMG
321
Hurlow Wealth Management Group
Indiana
$1.68M -$10.2K -408 -0.6%
CMBA
322
C.M. Bidwell & Associates
Hawaii
$1.67M -$33.5K -1,340 -2%
MWM
323
Meridian Wealth Management
Kentucky
$1.66M -$8.71K -348 -0.5%
GW
324
GW & Wade
Massachusetts
$1.65M +$1.65M +65,856 New
AIM
325
Aspen Investment Management
Michigan
$1.64M -$19.8K -792 -1%
11 12
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