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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 %
IF
376
Ironwood Financial
Arizona
$1.2M -$41K -1,640 -3%
APG
377
Abacus Planning Group
South Carolina
$1.17M -$1K -40 -0.1%
CCWA
378
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M +$10.8K +432 +0.9%
HIC
379
Holderness Investments Company
North Carolina
$1.16M -$21.2K -848 -2%
PAMG
380
Patton Albertson Miller Group
Tennessee
$1.15M -$36.7K -1,468 -3%
PSIWM
381
Paradigm Strategies in Wealth Management
Minnesota
$1.15M +$5K +200 +0.4%
NGA
382
Naples Global Advisors
Florida
$1.15M +$100 +4 +0%
CWM
383
CCG Wealth Management
California
$1.14M +$1.14M +45,568 New
MMHP
384
Murphy Middleton Hinkle & Parker
Georgia
$1.14M +$107K +4,284 +10%
BI
385
Blooom Inc
Kansas
$1.14M +$6.4K +248 +0.6%
BJL
386
Brighton Jones LLC
Washington
$1.13M +$334K +13,340 +42%
PWW
387
Pettyjohn Wood & White
Virginia
$1.13M +$110K +4,400 +11%
PA
388
Planning Alternatives
Michigan
$1.13M -$137K -5,464 -11%
Chevy Chase Trust
389
Chevy Chase Trust
Maryland
$1.12M -$20.7K -828 -2%
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$1.12M -$93.7K -3,744 -8%
KWM
391
Kingsview Wealth Management
Oregon
$1.11M -$43.1K -1,724 -4%
OPWM
392
Oakwell Private Wealth Management
Texas
$1.1M -$6.11K -244 -0.6%
FWP
393
FAS Wealth Partners
Kansas
$1.1M +$3.51K +140 +0.3%
MG
394
MilWealth Group
Wisconsin
$1.09M – – –
FNBT
395
FineMark National Bank & Trust
Florida
$1.09M +$2.2K +88 +0.2%
FSWA
396
Financial Synergies Wealth Advisors
Texas
$1.09M -$16.8K -672 -2%
Rockefeller Capital Management
397
Rockefeller Capital Management
New York
$1.08M +$634K +25,372 +142%
RC
398
Roundview Capital
New Jersey
$1.08M +$6.51K +260 +0.6%
WIC
399
Woodmont Investment Counsel
Tennessee
$1.08M -$9.91K -396 -0.9%
SC
400
Slow Capital
California
$1.08M -$173K -6,904 -14%
14 15
16
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