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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 %
QCG
351
Quadrant Capital Group
Ohio
$1.39M +$501 +20 +0%
FCA
352
FLC Capital Advisors
California
$1.39M +$40.3K +1,612 +3%
APA
353
American Portfolios Advisors
New York
$1.38M -$18K -720 -1%
WCWM
354
Wooster Corthell Wealth Management
Connecticut
$1.36M -$41.9K -1,676 -3%
RIM
355
Rockbridge Investment Management
New York
$1.36M -$1.5K -60 -0.1%
CPIG
356
Chicago Partners Investment Group
Illinois
$1.35M +$339K +12,468 +34%
WP
357
WealthPLAN Partners
Nebraska
$1.35M +$103K +3,992 +8%
SAF
358
Smith Anglin Financial
Texas
$1.33M -$84.4K -3,372 -6%
IWMA
359
Ironwood Wealth Management (Arizona)
Arizona
$1.33M +$3.6K +144 +0.3%
BTWM
360
Baker Tilly Wealth Management
Wisconsin
$1.33M +$127K +5,068 +11%
Fidelity Investments
361
Fidelity Investments
Massachusetts
$1.32M +$131K +5,216 +11%
PRS
362
Pinkerton Retirement Specialists
Idaho
$1.31M -$24K -960 -2%
MAS
363
Managed Account Services
Florida
$1.3M -$37.8K -1,512 -3%
TFA
364
Trinity Financial Advisors
Ohio
$1.3M -$119K -9,668 -8%
HI
365
Hudock Inc
Pennsylvania
$1.28M -$21.2K -848 -2%
LGWM
366
Litman Gregory Wealth Management
California
$1.27M +$1.14M +45,592 +864%
CBFP
367
Cedar Brook Financial Partners
Ohio
$1.27M +$136K +5,448 +12%
PWMAG
368
Pinnacle Wealth Management Advisory Group
New Jersey
$1.26M -$105K -4,200 -8%
GGI
369
GPM Growth Investors
Michigan
$1.23M +$13.9K +556 +1%
SSWM
370
Sheets Smith Wealth Management
North Carolina
$1.22M +$26.6K +1,064 +2%
JCIA
371
Jackson Creek Investment Advisors
Colorado
$1.22M +$7.11K +284 +0.6%
FG
372
Foster Group
Iowa
$1.21M +$75.1K +3,000 +7%
CA
373
Cambridge Advisors
Nebraska
$1.21M +$1.6K +64 +0.1%
LCM
374
Liberty Capital Management
Michigan
$1.21M +$19.1K +764 +2%
CM
375
Columbus Macro
Pennsylvania
$1.21M -$80.8K -3,228 -6%
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15
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