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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 %
HWA
401
Heritage Way Advisors
Illinois
$1.07M +$42.3K +1,688 +4%
CP
402
Capital Planning
Washington
$1.07M -$4.43M -177,056 -81%
CAL
403
Capital Analysts LLC
Pennsylvania
$1.06M +$48.6K +1,940 +5%
RCA
404
Reitz Capital Advisors
Michigan
$1.06M -$2.23M -89,312 -68%
PCWA
405
Pacific Capital Wealth Advisors
California
$1.06M -$29.1K -1,164 -3%
OCG
406
Opus Capital Group
Ohio
$1.04M – – –
AIC
407
Ameritas Investment Company
Nebraska
$1.04M +$714K +28,520 +222%
CAM
408
Cozad Asset Management
Illinois
$1.03M – – –
ACG
409
Allen Capital Group
Nebraska
$1.02M +$105K +4,184 +11%
WF
410
Whelan Financial
California
$1.02M +$1.02M +40,644 New
TCM
411
Twele Capital Management
Minnesota
$988K +$7.41K +296 +0.8%
IFS
412
Ifrah Financial Services
Arkansas
$978K +$32.4K +1,296 +3%
ASW
413
Astoria Strategic Wealth
Texas
$975K +$124K +4,940 +15%
CAS
414
Cascadia Advisory Services
Oregon
$969K -$45K -1,800 -4%
RPG
415
Resource Planning Group
Georgia
$958K -$51.7K -2,064 -5%
AFAS
416
Acorn Financial Advisory Services
Virginia
$956K -$20.8K -836 -2%
BlackRock
417
BlackRock
New York
$949K -$24.5K -980 -3%
CP
418
Camelot Portfolios
Ohio
$937K +$35.2K +1,408 +4%
MCM
419
Mitchell Capital Management
Kansas
$929K +$326K +13,020 +54%
OCM
420
One Capital Management
California
$926K -$30K -1,200 -3%
CG
421
Colony Group
Massachusetts
$922K -$401 -16 -0%
MAG
422
Mayfair Advisory Group
Alabama
$905K +$60.4K +2,400 +7%
LFA
423
Landmark Financial Advisors
Kentucky
$904K +$48.2K +1,936 +6%
CA
424
Cetera Advisors
Colorado
$896K +$5.71K +228 +0.6%
SAM
425
S.A. Mason
Michigan
$892K +$19.4K +776 +2%
15 16
17
18 19