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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 %
AL
626
Aspiriant LLC
California
$272K -$23.3K -936 -8%
RG
627
Retirement Group
California
$272K -$5.51K -220 -2%
BBW
628
Blue Barn Wealth
Utah
$272K +$18.9K +756 +7%
NCM
629
Novare Capital Management
North Carolina
$269K -$39.7K -1,588 -13%
LWANC
630
Laurel Wealth Advisors (North Carolina)
North Carolina
$268K -$227K -9,080 -46%
SSCA
631
South Shore Capital Advisors
Massachusetts
$268K +$7.71K +308 +3%
CAG
632
Compass Advisory Group
New York
$267K +$799 +32 +0.3%
Betterment LLC
633
Betterment LLC
New York
$264K +$264K +10,532 New
PAS
634
Park Avenue Securities
New York
$260K -$217K -8,664 -46%
SCM
635
SOL Capital Management
Maryland
$259K +$200 +8 +0.1%
CFA
636
Capstone Financial Advisors
Illinois
$259K +$4.4K +176 +2%
GB
637
Goepper Burkhardt
South Carolina
$249K – – –
PWM
638
Praetorian Wealth Management
California
$246K – – –
HCM
639
Hengehold Capital Management
Ohio
$246K +$4.9K +196 +2%
PFP
640
Pinnacle Financial Partners
Tennessee
$245K +$701 +28 +0.3%
MWM
641
Modera Wealth Management
New Jersey
$242K +$242K +9,656 New
S
642
SignatureFD
Georgia
$240K – – –
T
643
TRUADVICE
Florida
$239K -$1.25M -45,472 -84%
SCM
644
Stordahl Capital Management
Colorado
$239K – – –
LNWWM
645
Laird Norton Wetherby Wealth Management
California
$239K +$200 +8 +0.1%
BFM
646
Broadview Financial Management
Wisconsin
$238K +$6.52K +260 +3%
BIM
647
Baldwin Investment Management
Pennsylvania
$235K -$11.5K -460 -5%
PP
648
Patten & Patten
Tennessee
$235K – – –
PG
649
Patten Group
Tennessee
$234K – – –
Goldman Sachs
650
Goldman Sachs
New York
$232K +$232K +9,260 New
24 25
26
27 28