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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 %
HR
751
Howe & Rusling
New York
$31K -$212K -8,440 -87%
AFG
752
Albion Financial Group
Utah
$31K – – –
POIA
753
Pin Oak Investment Advisors
Texas
$30K +$705 +28 +2%
WC
754
Westwind Capital
New Mexico
$29K – – –
SPIA
755
Steward Partners Investment Advisory
New York
$29K – – –
SFPG
756
Stonebridge Financial Planning Group
Florida
$29K – – –
GI
757
Gradient Investments
Minnesota
$28K +$19.6K +792 +233%
Barclays
758
Barclays
United Kingdom
$27K -$535K -21,232 -95%
CAAS
759
Capital Asset Advisory Services
Michigan
$26K -$12.4K -496 -32%
MAM
760
McCarthy Asset Management
California
$26K +$101 +4 +0.4%
GTAM
761
Global Trust Asset Management
Florida
$25K -$906K -36,548 -97%
VRM
762
Vectors Research Management
New York
$25K – – –
FF
763
FourThought Financial
Florida
$25K – – –
MHR
764
Matthew Hamilton Rosenberg
$24K +$24K +972 New
CIA
765
Cascade Investment Advisors
Oregon
$23K – – –
GG
766
Gleason Group
Kentucky
$22K – – –
HPC
767
HM Payson & Co
Maine
$22K – – –
GIP
768
Granite Investment Partners
California
$22K – – –
AC
769
AlphaCore Capital
California
$22K +$17.9K +700 +438%
DAM
770
Delta Asset Management
Tennessee
$22K +$17.4K +704 +374%
RP
771
Rice Partnership
Hawaii
$21K – – –
BWM
772
Baystate Wealth Management
Massachusetts
$20K +$100 +4 +0.5%
NG
773
NWK Group
California
$19K – – –
MA
774
MCF Advisors
Kentucky
$18K -$305 -12 -2%
PSB
775
Piscataqua Savings Bank
New Hampshire
$18K – – –
29 30
31
32 33