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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 %
MS
326
Madden Securities
Texas
$1.63M +$36.7K +1,468 +2%
PAM
327
Palisade Asset Management
Minnesota
$1.62M – – –
NB
328
NBT Bank
New York
$1.62M -$34.6K -1,380 -2%
MCM
329
Mengis Capital Management
Oregon
$1.61M +$23K +920 +1%
WCM
330
Wisconsin Capital Management
Wisconsin
$1.6M – – –
NIM
331
Nicollet Investment Management
Minnesota
$1.59M -$8.61K -344 -0.5%
IA
332
IFP Advisors
Florida
$1.58M +$150K +5,916 +10%
GWM
333
Greenhouse Wealth Management
Connecticut
$1.58M +$24.5K +980 +2%
PFC
334
Phocas Financial Corp
California
$1.58M +$12.9K +516 +0.8%
HA
335
Harborview Advisors
Maine
$1.57M – – –
FCM
336
Fortis Capital Management
Washington
$1.54M +$613K +24,508 +66%
PFM
337
Phillips Financial Management
Indiana
$1.53M +$126K +5,020 +9%
FBB
338
Fulton Breakefield Broenniman
Maryland
$1.52M -$9.51K -380 -0.6%
CI
339
Cordant Inc
Oregon
$1.51M +$183K +7,332 +14%
PGFC
340
Peapack-Gladstone Financial Corp
New Jersey
$1.48M +$5.3K +212 +0.4%
CFIA
341
Cantor Fitzgerald Investment Advisors
New York
$1.48M -$97.1K -3,880 -6%
WPA
342
West Paces Advisors
Georgia
$1.46M – – –
SFG
343
SNS Financial Group
Minnesota
$1.46M -$163K -6,528 -10%
Cerity Partners
344
Cerity Partners
New York
$1.45M +$137K +5,460 +10%
CWM
345
Cedar Wealth Management
California
$1.43M +$22.9K +916 +2%
SWP
346
Stratos Wealth Partners
Ohio
$1.43M +$1.15M +45,992 +417%
OC
347
Oarsman Capital
Wisconsin
$1.42M +$10K +400 +0.7%
BCM
348
Brookstone Capital Management
Illinois
$1.42M -$21.5K -844 -1%
PFGIA
349
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M +$76.3K +3,048 +6%
CC
350
Copperleaf Capital
North Carolina
$1.41M +$515K +20,556 +57%
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