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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 %
BAM
426
Barrett Asset Management
New York
$890K +$49.1K +1,964 +6%
FCM
427
Firestone Capital Management
Florida
$886K – – –
ASN
428
Advisory Services Network
Georgia
$882K -$1.31M -52,192 -60%
CWA
429
Cornerstone Wealth Advisors
Minnesota
$882K -$43.2K -1,724 -5%
WT
430
Whittier Trust
California
$881K – – –
RTL
431
Red Tortoise LLC
Georgia
$875K +$875K +92,640 New
JAG
432
Journey Advisory Group
Kentucky
$868K +$103K +4,112 +13%
BA
433
Bridgewater Advisors
New York
$860K -$1.6K -64 -0.2%
APSI
434
Asset Planning Services Inc
Louisiana
$858K – – –
PAM
435
Pegasus Asset Management
New York
$850K +$17.5K +700 +2%
CHJWM
436
Carlton Hofferkamp & Jenks Wealth Management
Texas
$838K +$29.1K +1,056 +4%
DWT
437
Dorsey & Whitney Trust
South Dakota
$830K +$197K +7,884 +31%
OFS
438
Oldfather Financial Services
Nebraska
$825K +$21.9K +804 +3%
GCA
439
Gradient Capital Advisors
California
$820K +$20.3K +812 +3%
BF
440
BOK Financial
Oklahoma
$819K +$819K +32,716 New
FA
441
FDx Advisors
Illinois
$811K +$62.7K +2,504 +8%
BA
442
Bristlecone Advisors
Washington
$801K – – –
KPWS
443
Kestra Private Wealth Services
Texas
$788K – – –
FAIM
444
Financial Advocates Investment Management
Washington
$788K +$788K +31,492 New
PSF
445
Pacific Sun Financial
California
$788K +$788K +31,500 New
MPM
446
Meritage Portfolio Management
Kansas
$785K +$155K +6,192 +25%
AIM
447
Avity Investment Management
Connecticut
$780K – – –
MCM
448
Manchester Capital Management
Vermont
$779K – – –
EK
449
Evensky & Katz
Florida
$770K -$901 -36 -0.1%
LWAC
450
Laurel Wealth Advisors (California)
California
$766K -$5.91K -236 -0.8%
16 17
18
19 20