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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 %
SPA
576
Sentinel Pension Advisors
Massachusetts
$371K +$19.2K +768 +5%
F
577
F3Logic
Minnesota
$367K – – –
SG
578
Somerset Group
Minnesota
$367K +$1K +40 +0.3%
FC
579
Fulcrum Capital
Washington
$367K +$367K +14,664 New
FG
580
Fiduciary Group
Georgia
$361K -$7.43K -284 -2%
FC
581
Fusion Capital
South Carolina
$359K +$701 +28 +0.2%
GT
582
Greenleaf Trust
Michigan
$357K +$357K +14,280 New
PL
583
Plancorp LLC
Missouri
$357K +$357K +14,284 New
CWS
584
Cypress Wealth Services
California
$356K -$58.2K -2,324 -14%
G
585
Gainplan
Michigan
$355K -$7.61K -304 -2%
FCH
586
Freestone Capital Holdings
Washington
$352K +$352K +14,056 New
RWA
587
River Wealth Advisors
Pennsylvania
$351K +$57.5K +2,296 +20%
William Blair & Company
588
William Blair & Company
Illinois
$350K +$32.1K +1,280 +10%
JFG
589
JMG Financial Group
Illinois
$350K +$350K +13,976 New
PAM
590
Premier Asset Management
Illinois
$344K +$2K +80 +0.6%
PCM
591
Pennsylvania Capital Management
Pennsylvania
$343K -$3.45K -132 -1%
BFC
592
Bedel Financial Consulting
Indiana
$341K -$9.7K -388 -3%
FM
593
Foster & Motley
Ohio
$337K -$33.9K -1,356 -9%
KFA
594
Kelleher Financial Advisors
New York
$336K – – –
FWI
595
Facet Wealth Inc
Maryland
$333K +$46.7K +1,868 +16%
SW
596
SVB Wealth
Massachusetts
$330K +$800 +32 +0.2%
BFA
597
Beacon Financial Advisory
Ohio
$329K +$28K +1,116 +9%
IWN
598
Independent Wealth Network
Iowa
$325K +$325K +11,944 New
LNB
599
Ledyard National Bank
$320K – – –
NA
600
Nottingham Advisors
New York
$319K +$3.61K +144 +1%
22 23
24
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