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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 %
BJ
476
Brouwer & Janachowski
California
$677K -$2.6K -104 -0.4%
BBA
477
BLB&B Advisors
Pennsylvania
$673K -$180K -7,184 -21%
CCM
478
Condor Capital Management
New Jersey
$661K -$6.6K -264 -1%
CWM
479
Campbell Wealth Management
Virginia
$661K +$91.3K +3,652 +16%
FANJ
480
Financial Architects (New Jersey)
New Jersey
$660K -$85.4K -3,412 -11%
AO
481
Advisor OS
Illinois
$658K – – –
NFG
482
Northeast Financial Group
Pennsylvania
$658K +$34.9K +1,396 +6%
VAS
483
Valicenti Advisory Services
New York
$652K -$1.27M -50,800 -66%
TFA
484
Teamwork Financial Advisors
Texas
$652K +$94.5K +3,776 +17%
MMA
485
Miracle Mile Advisors
California
$647K +$9.9K +396 +2%
EGWAG
486
Elwood & Goetz Wealth Advisory Group
Georgia
$638K +$1K +40 +0.2%
BWM
487
Blossom Wealth Management
California
$635K +$76.1K +3,040 +14%
CFO
488
CVA Family Office
Colorado
$628K -$7.58K -444 -1%
GDP
489
Great Diamond Partners
Maine
$618K +$18.9K +756 +3%
BIA
490
Bigelow Investment Advisors
Maine
$613K -$66.8K -2,668 -10%
CIR
491
Clear Investment Research
Georgia
$612K +$4.3K +172 +0.7%
VHAM
492
Van Hulzen Asset Management
California
$611K -$10.2K -408 -2%
JWS
493
Juncture Wealth Strategies
Arizona
$609K +$34.8K +1,388 +6%
WWM
494
Windsor Wealth Management
Indiana
$605K -$50.1K -1,968 -8%
BCM
495
Boltwood Capital Management
California
$596K +$106K +4,240 +22%
APW
496
Aurora Private Wealth
New Jersey
$588K +$1.3K +52 +0.2%
PD
497
Planning Directions
Pennsylvania
$588K +$31.8K +1,268 +6%
EWM
498
Evermay Wealth Management
Virginia
$586K -$585K -23,368 -50%
NFG
499
Next Financial Group
Texas
$585K -$7.11K -284 -1%
AIP
500
Almanack Investment Partners
Pennsylvania
$573K +$573K +22,916 New
18 19
20
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