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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 %
LF
601
LifeSteps Financial
California
$318K – – –
SWA
602
SFMG Wealth Advisors
Texas
$318K +$10.9K +436 +4%
PI
603
PEAK6 Investments
Illinois
$317K +$13.1K +524 +4%
PP
604
Palladium Partners
Virginia
$314K – – –
PFA
605
Pure Financial Advisors
California
$314K +$22.3K +892 +8%
CW
606
CreativeOne Wealth
Kansas
$311K -$47K -1,876 -13%
RF
607
RHS Financial
California
$304K -$11.8K -472 -4%
TW
608
TrinityPoint Wealth
Connecticut
$304K +$304K +12,164 New
NCMW
609
Northern Capital Management (Washington)
Washington
$302K +$19.7K +788 +7%
SF
610
Summit Financial
New Jersey
$300K – – –
RPGK
611
Retirement Planning Group (Kansas)
Kansas
$297K -$478K -19,128 -62%
BWP
612
BSW Wealth Partners
Colorado
$296K -$9.83K -392 -3%
PFM
613
Peak Financial Management
Massachusetts
$296K +$401 +16 +0.1%
JCM
614
Jacobsen Capital Management
Utah
$295K +$13.4K +536 +5%
GWCM
615
Godshalk Welsh Capital Management
Pennsylvania
$290K – – –
Citadel Advisors
616
Citadel Advisors
Florida
$289K +$289K +11,536 New
M&T Bank
617
M&T Bank
New York
$287K – – –
PLFAM
618
Pineno Levin & Ford Asset Management
Virginia
$286K +$8.02K +320 +3%
GSC
619
Ground Swell Capital
South Carolina
$285K +$285K +11,400 New
AA
620
Apriem Advisors
California
$284K +$25.6K +1,020 +10%
FA
621
Fagan Associates
New York
$281K +$281K +11,248 New
GLA
622
Great Lakes Advisors
Illinois
$279K – – –
WI
623
Wedgewood Investors
Pennsylvania
$279K – – –
MAS
624
Madden Advisory Services
Florida
$277K +$1.5K +60 +0.5%
BRWM
625
B. Riley Wealth Management
Tennessee
$275K +$275K +10,972 New
23 24
25
26 27