SCHA icon

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 %
CCA
701
Column Capital Advisors
Indiana
$90K – – –
RFA
702
Reilly Financial Advisors
California
$86K +$13.3K +532 +18%
TSW
703
Thompson Siegel & Walmsley
Virginia
$85K – – –
LWM
704
Liberty Wealth Management
California
$84K +$84K +3,340 New
BCM
705
Blume Capital Management
California
$83K -$40.7K -1,620 -33%
PO
706
Private Ocean
California
$82K +$24.8K +992 +43%
CPFP
707
Clear Perspectives Financial Planning
Ohio
$81K – – –
FFA
708
Freedman Financial Associates
Massachusetts
$81K – – –
FCA
709
FinTrust Capital Advisors
South Carolina
$80K +$201 +8 +0.3%
GCM
710
Gables Capital Management
Florida
$76K – – –
GPA
711
Guidance Point Advisors
Massachusetts
$76K +$76K +3,036 New
PP
712
PDS Planning
Ohio
$75K +$2K +80 +3%
VCM
713
Vigilant Capital Management
Maine
$71K -$35.1K -1,400 -33%
BC
714
Burleson & Co
California
$70K +$201 +8 +0.3%
SWM
715
Selective Wealth Management
Virginia
$68K +$399 +16 +0.6%
PB
716
Pinnacle Bancorp
Nebraska
$67K – – –
CCM
717
Covington Capital Management
California
$67K +$23.4K +940 +54%
FA
718
Fortis Advisors
Pennsylvania
$65K +$1.71K +68 +3%
TWA
719
TCI Wealth Advisors
Arizona
$65K +$8.55K +344 +15%
TFS
720
TrustCore Financial Services
Tennessee
$62K +$10.3K +412 +20%
Deutsche Bank
721
Deutsche Bank
Germany
$60K -$81.3K -3,252 -58%
GT
722
Glenmede Trust
Pennsylvania
$59K +$9.77K +392 +20%
PMFA
723
Plante Moran Financial Advisors
Michigan
$58K +$10.3K +412 +22%
SQA
724
Simon Quick Advisors
New Jersey
$57K +$99 +4 +0.2%
LF
725
Lee Financial
Texas
$55K -$26.4K -1,056 -32%
27 28
29
30 31