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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 %
SCA
676
STALEY CAPITAL ADVISERS
Pennsylvania
$204K – – –
RDFA
677
Ritter Daniher Financial Advisory
Ohio
$204K – – –
DADC
678
D.A. Davidson & Co
Montana
$202K -$14.3K -572 -7%
SFS
679
Strategic Financial Services
New York
$202K – – –
CWA
680
Centennial Wealth Advisory
Michigan
$202K +$799 +32 +0.4%
AAS
681
Annex Advisory Services
Wisconsin
$200K -$20.1K -804 -9%
RF
682
Robbins Farley
New Hampshire
$198K -$5.8K -232 -3%
SSB
683
Sandy Spring Bank
Maryland
$183K +$3.51K +140 +2%
RPCA
684
Running Point Capital Advisors
California
$179K – – –
ICM
685
Islay Capital Management
Texas
$174K – – –
NSIM
686
North Star Investment Management
Illinois
$167K – – –
FMII
687
Farmers & Merchants Investments Inc
Nebraska
$160K – – –
LWA
688
Lenox Wealth Advisors
New York
$157K +$9.63K +384 +7%
OFG
689
Oxford Financial Group
Indiana
$151K +$999 +40 +0.7%
OIA
690
Optimum Investment Advisors
Illinois
$145K +$33.8K +1,348 +30%
CWC
691
Carolinas Wealth Consulting
North Carolina
$134K +$300 +12 +0.2%
AWA
692
Arkadios Wealth Advisors
Georgia
$128K +$22.5K +900 +21%
JPMorgan Chase & Co
693
JPMorgan Chase & Co
New York
$122K – – –
ACA
694
Aptus Capital Advisors
Alabama
$122K +$7.12K +284 +6%
CDIA
695
Capital Directions Investment Advisors
Georgia
$119K – – –
BC
696
Barnett & Company
Tennessee
$119K +$119K +4,764 New
LFG
697
Larson Financial Group
Missouri
$111K +$4.39K +176 +4%
CAL
698
Capital Advisors Ltd
Ohio
$105K +$100 +4 +0.1%
US Bancorp
699
US Bancorp
Minnesota
$103K -$2.59K -104 -2%
CAM
700
Costello Asset Management
Pennsylvania
$99K +$1.5K +60 +2%
26 27
28
29 30