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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 %
CIAS
501
Capital Investment Advisory Services
North Carolina
$572K -$197K -7,872 -26%
IA
502
IFG Advisory
Georgia
$569K -$19.2K -768 -3%
OPS
503
Orion Portfolio Solutions
Nebraska
$569K -$6.3K -252 -1%
BO
504
BRR OpCo
Ohio
$567K -$333K -13,284 -37%
AFS
505
Annapolis Financial Services
Maryland
$563K -$38.8K -1,552 -6%
WSTAM
506
Wilbanks Smith & Thomas Asset Management
Virginia
$561K -$3.2K -128 -0.6%
WP
507
WealthSource Partners
California
$555K -$53.6K -2,140 -9%
ACM
508
Armbruster Capital Management
New York
$553K – – –
FC
509
Forte Capital
New York
$550K +$19.2K +768 +4%
TAM
510
Townsend Asset Management
North Carolina
$542K +$100 +4 +0%
CIC
511
Carnegie Investment Counsel
Ohio
$538K +$100 +4 +0%
SBIA
512
Sheaff Brock Investment Advisors
Indiana
$531K +$28K +1,120 +6%
LA
513
LexAurum Advisors
Kansas
$527K +$20.5K +820 +4%
MWM
514
Madison Wealth Management
Ohio
$523K -$23.2K -928 -4%
DP
515
DDD Partners
Washington
$523K +$3.61K +144 +0.7%
CFD
516
Creative Financial Designs
Indiana
$520K +$22.5K +900 +5%
RA
517
RFG Advisory
Alabama
$518K +$16.6K +664 +3%
LB
518
Legacy Bridge
Iowa
$517K -$10K -400 -2%
TIA
519
Tiemann Investment Advisors
California
$513K – – –
APP
520
Avantax Planning Partners
Iowa
$506K +$2K +80 +0.4%
GWM
521
Gray Wealth Management
Maine
$503K -$15.2K -608 -3%
SWM
522
Stockman Wealth Management
Montana
$501K – – –
BFEC
523
Benjamin F. Edwards & Company
Missouri
$499K -$7.6K -304 -2%
VVP
524
Venture Visionary Partners
Ohio
$493K -$11K -440 -2%
EH
525
Equitable Holdings
New York
$491K +$26.4K +1,056 +6%
19 20
21
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