SCHA icon

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 %
PPA
526
Parametric Portfolio Associates
Washington
$488K +$142K +5,684 +41%
HTC
527
Haverford Trust Company
Pennsylvania
$474K +$1.1K +44 +0.2%
SAM
528
Strategic Asset Management
Minnesota
$473K +$473K +18,516 New
AFA
529
American Financial Advisors
Georgia
$472K -$22.8K -912 -5%
ICG
530
InterOcean Capital Group
Tennessee
$470K -$63.5K -2,540 -12%
SF
531
Synovus Financial
Georgia
$467K -$7.49K -300 -2%
DWP
532
Destiny Wealth Partners
Florida
$466K – – –
AA
533
Alesco Advisors
New York
$465K -$19.7K -788 -4%
CCM
534
Crew Capital Management
Ohio
$464K -$20.9K -836 -4%
WW
535
Waterfront Wealth
Kansas
$463K +$4.41K +176 +1%
BCP
536
Blackhawk Capital Partners
Wisconsin
$462K -$728K -29,104 -61%
BMD
537
Better Money Decisions
New Mexico
$457K +$5.3K +212 +1%
CCM
538
Carlson Capital Management
Minnesota
$455K +$10.3K +412 +2%
PCM
539
Parsons Capital Management
Rhode Island
$453K +$6.21K +248 +1%
Bank of New York Mellon
540
Bank of New York Mellon
New York
$452K +$12.4K +496 +3%
SMG
541
Spectrum Management Group
Indiana
$448K -$200 -8 -0%
VCP
542
Vista Capital Partners
Oregon
$445K -$44.5K -1,780 -9%
RPA
543
Rock Point Advisors
Vermont
$445K -$40K -1,600 -8%
BFPW
544
BOK Financial Private Wealth
Colorado
$444K -$4.11K -164 -0.9%
HHRDM
545
H&H Retirement Design & Management
Nevada
$435K – – –
Prudential Financial
546
Prudential Financial
New Jersey
$430K +$221K +8,660 +105%
WOC
547
West Oak Capital
California
$426K -$13.9K -556 -3%
SRC
548
Sage Rhino Capital
California
$426K – – –
PIM
549
Penobscot Investment Management
Massachusetts
$425K – – –
JPG
550
Jordan Park Group
California
$425K +$425K +16,996 New
20 21
22
23 24