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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 %
Fifth Third Bancorp
726
Fifth Third Bancorp
Ohio
$55K -$8.63K -344 -14%
M
727
MOTCO
Texas
$55K – – –
FHA
728
First Horizon Advisors
Tennessee
$51K -$33.7K -1,368 -40%
PK
729
Pflug Koory
Nebraska
$51K – – –
OSAM
730
O'Shaughnessy Asset Management
Connecticut
$50K +$9.96K +400 +25%
DOA
731
D'Orazio & Associates
Virginia
$48K +$48K +1,932 New
HF
732
Halpern Financial
Virginia
$47.9K +$43.1K +1,724 +898%
TCWA
733
Ten Capital Wealth Advisors
Washington
$46K -$16.5K -664 -26%
SWM
734
Sugarloaf Wealth Management
Georgia
$46K – – –
CFA
735
Carroll Financial Associates
North Carolina
$45K – – –
WQ
736
Wealth Quarterback
New Jersey
$45K +$45K +1,816 New
BCA
737
Berman Capital Advisors
Georgia
$42K -$7.95K -324 -16%
CFGS
738
Concourse Financial Group Securities
Alabama
$40K -$63.3K -2,520 -61%
PFA
739
Professional Financial Advisors
Nebraska
$40K +$100 +4 +0.2%
AA
740
Ancora Advisors
Ohio
$40K +$101 +4 +0.3%
AAP
741
Arax Advisory Partners
Colorado
$36K – – –
CA
742
Clearstead Advisors
Ohio
$36K +$19K +768 +112%
BL
743
Balentine LLC
Georgia
$36K +$36K +1,456 New
SL
744
Savior LLC
Massachusetts
$35K -$46.8K -1,860 -57%
DI
745
Disciplined Investments
Oklahoma
$34K – – –
MAM
746
Meeder Asset Management
Ohio
$34K – – –
SIM
747
Sonora Investment Management
Arizona
$34K +$19.9K +800 +142%
EI
748
Ellevest Inc
New York
$34K +$21.7K +872 +177%
WFA
749
WestHill Financial Advisors
California
$34K +$34K +1,344 New
KTC
750
Kistler-Tiffany Companies
Pennsylvania
$32K – – –
28 29
30
31 32