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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 %
VFA
451
Valeo Financial Advisors
Indiana
$765K +$5.61K +224 +0.7%
BW
452
Bison Wealth
Georgia
$760K -$23.4K -936 -3%
GIA
453
GHP Investment Advisors
Colorado
$760K +$34.7K +1,388 +5%
NCM
454
Northwest Capital Management
Oregon
$758K -$58K -2,216 -7%
GRP
455
Global Retirement Partners
California
$751K +$96.7K +3,864 +15%
DBRC
456
D.B. Root & Company
Pennsylvania
$746K -$138K -5,508 -16%
BPM
457
Bowling Portfolio Management
Ohio
$744K +$17.1K +684 +2%
CAG
458
Curtis Advisory Group
California
$742K +$142K +5,664 +24%
American Century Companies
459
American Century Companies
Missouri
$741K -$86.3K -3,448 -10%
ACI
460
Alpha Cubed Investments
California
$741K -$1.7K -68 -0.2%
AAS
461
Avantax Advisory Services
Texas
$741K +$100K +4,020 +16%
PNC Financial Services Group
462
PNC Financial Services Group
Pennsylvania
$735K +$42.9K +1,712 +6%
CAMG
463
CWA Asset Management Group
Florida
$713K – – –
AL
464
ACAS LLC
California
$712K -$1.9K -76 -0.3%
HWMA
465
Heritage Wealth Management (Arizona)
Arizona
$710K -$330K -13,200 -32%
WCM
466
Wealthcare Capital Management
Virginia
$709K +$21.6K +864 +3%
JC
467
Jentner Corp
Ohio
$706K +$4.81K +192 +0.7%
EAM
468
Evanson Asset Management
California
$705K -$21K -808 -3%
NL
469
NWAM LLC
Washington
$703K -$261K -10,416 -27%
AWA
470
Acorn Wealth Advisors
Michigan
$698K -$18.8K -752 -3%
IWS
471
Insight Wealth Strategies
California
$696K +$62.8K +2,512 +10%
DTC
472
Davidson Trust Company
Washington
$693K – – –
BDFN
473
Bond & Devick Financial Network
Minnesota
$691K -$20K -800 -3%
SFG
474
Sunburst Financial Group
Alabama
$688K +$1.8K +72 +0.3%
SIC
475
Sigma Investment Counselors
Michigan
$686K +$3.11K +124 +0.5%
17 18
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