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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 %
LAIC
651
Lederer & Associates Investment Counsel
California
$232K +$232K +9,288 New
EVC
652
Eidelman Virant Capital
Missouri
$231K – – –
RIS
653
Retirement Income Solutions
Michigan
$230K – – –
KA
654
Kozak & Associates
Colorado
$230K +$230K +8,444 New
QCM
655
Quest Capital Management
Texas
$230K +$230K +9,180 New
MG
656
McCutchen Group
Washington
$223K – – –
HPA
657
High Probability Advisors
New York
$221K – – –
FMN
658
Financial Management Network
California
$221K +$605 +24 +0.3%
TCA
659
Transcend Capital Advisors
New Jersey
$220K -$6.91K -264 -3%
NHC
660
Nicholas Hoffman & Company
Georgia
$220K +$3.9K +156 +2%
JWM
661
Jeppson Wealth Management
California
$219K – – –
ECG
662
Edge Capital Group
Georgia
$219K +$300 +12 +0.1%
MWP
663
Meridian Wealth Partners
Pennsylvania
$219K +$1.9K +76 +0.9%
GWM
664
Geneos Wealth Management
Colorado
$219K +$108K +4,252 +97%
TIM
665
Total Investment Management
Arizona
$218K +$13.3K +532 +7%
KL
666
KWMG LLC
Kansas
$217K – – –
AWM
667
Altium Wealth Management
New York
$217K – – –
JLBC
668
J.L. Bainbridge & Co
Florida
$217K – – –
WAP
669
Wealthcare Advisory Partners
Pennsylvania
$212K +$212K +8,460 New
FLA
670
Financial Life Advisors
Texas
$211K – – –
GG
671
Gofen & Glossberg
Illinois
$210K +$6.41K +256 +3%
BWA
672
BDO Wealth Advisors
Florida
$210K +$14.6K +584 +7%
ATPW
673
Ashton Thomas Private Wealth
Arizona
$209K +$6.61K +264 +3%
AIM
674
AMI Investment Management
Indiana
$208K – – –
FFA
675
First Foundation Advisors
California
$207K -$14.3K -572 -6%
25 26
27
28 29