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 %
HI
551
Hendershot Investments
Virginia
$423K -$19.6K -784 -4%
LBD
552
Landsberg Bennett & Dubbaneh
Florida
$419K +$419K +16,460 New
FLPIM
553
F.L. Putnam Investment Management
Massachusetts
$413K -$108K -4,300 -21%
CA
554
Calton & Associates
Florida
$413K +$2.3K +92 +0.6%
LJAC
555
L.J. Altfest & Co
New York
$409K +$1.9K +76 +0.5%
Northern Trust
556
Northern Trust
Illinois
$407K +$1.4K +56 +0.3%
Janney Montgomery Scott
557
Janney Montgomery Scott
Pennsylvania
$405K -$37.4K -1,496 -8%
MA
558
MJP Associates
Connecticut
$401K -$1K -40 -0.2%
SAM
559
Secure Asset Management
Michigan
$401K +$21.2K +848 +6%
WCM
560
Weik Capital Management
Pennsylvania
$400K – – –
PFBT
561
Parkside Financial Bank & Trust
Missouri
$399K +$100 +4 +0%
CAM
562
Carret Asset Management
New York
$397K -$7.01K -280 -2%
MA
563
Modus Advisors
Minnesota
$394K -$2.6K -104 -0.7%
WIC
564
Whitegate Investment Counselors
New Hampshire
$394K -$1.1K -44 -0.3%
TWM
565
Triton Wealth Management
Arizona
$393K +$515 +20 +0.1%
FM
566
Family Management
New York
$392K -$23.4K -936 -6%
WIA
567
World Investment Advisors
California
$391K -$65.6K -2,620 -14%
AWM
568
Apollon Wealth Management
South Carolina
$391K -$17.1K -684 -4%
PG
569
Proffitt & Goodson
Tennessee
$387K – – –
FNBOMD
570
First National Bank of Mount Dora
Florida
$380K – – –
AIM
571
Acropolis Investment Management
Missouri
$379K -$2.16K -88 -0.6%
FRA
572
Front Row Advisors
California
$378K – – –
SFG
573
Sovereign Financial Group
Connecticut
$378K +$4.6K +184 +1%
AF
574
Allworth Financial
California
$376K -$8K -320 -2%
BL
575
BCWM LLC
Kansas
$373K +$373K +14,920 New
21 22
23
24 25