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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 %
PCFFS
776
Pacific Center for Financial Services
California
$18K +$18K +700 New
GKWIM
777
Gerber Kawasaki Wealth & Investment Management
California
$18K +$18K +728 New
TCM
778
TD Capital Management
Tennessee
$17K – – –
AWM
779
Accel Wealth Management
Iowa
$17K – – –
CTC
780
Central Trust Company
Missouri
$16K – – –
SWA
781
SOA Wealth Advisors
New York
$16K – – –
PWM
782
Prentice Wealth Management
New York
$16K – – –
JFGIW
783
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K – – –
Citigroup
784
Citigroup
New York
$15K -$98.1K -3,844 -87%
HFS
785
Hantz Financial Services
Michigan
$15K -$4.55K -176 -23%
PCA
786
Providence Capital Advisors
North Carolina
$15K – – –
ATC
787
Adirondack Trust Company
New York
$14K – – –
GI
788
GS Investments
Minnesota
$14K +$14K +568 New
RE
789
RBC Europe
United Kingdom
$13.7K – – –
APW
790
Acima Private Wealth
Virginia
$13K – – –
GFPC
791
Global Financial Private Client
Florida
$12.6K – – –
CIM
792
Contravisory Investment Management
Massachusetts
$12K -$3.42K -140 -22%
EW
793
Evoke Wealth
California
$12K – – –
FMP
794
Financial Management Professionals
Texas
$11K -$27.9M -1,156,028 -100%
SCA
795
Stonebridge Capital Advisors
Minnesota
$10K -$10K -400 -50%
CMA
796
Cedar Mountain Advisors
Oregon
$10K -$4.29K -168 -30%
FPS
797
Fieldpoint Private Securities
Connecticut
$10K – – –
KFI
798
Key Financial Inc
Pennsylvania
$10K – – –
WWM
799
Wagner Wealth Management
South Carolina
$10K – – –
HCM
800
Horrell Capital Management
Arkansas
$9K – – –
30 31
32
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