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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 %
MIM
826
Macroview Investment Management
Maryland
$1K – – –
TFGT
827
TS Financial Group (TSFG)
Illinois
$1K – – –
TFM
828
TFC Financial Management
Massachusetts
$1K – – –
CI
829
CX Institutional
Indiana
$1K +$1K +24 New
BCMIO
830
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1K +40 New
LIA
831
LBMC Investment Advisors
Tennessee
$402 +$300 +45,052 +295%
KFS
832
Kelly Financial Services
Massachusetts
$310 -$32.9K -1,272 -99%
WIM
833
Westside Investment Management
California
$6 – – –
SFMG
834
Sage Financial Management Group
Virginia
– -$3.61M -138,660 Closed
FSA
835
Financial Services Advisory
Maryland
– -$3M -115,340 Closed
MSA
836
Marino Stram & Associates
Massachusetts
– -$2.76M -106,128 Closed
Jane Street
837
Jane Street
New York
– -$2.18M -83,684 Closed
ACP
838
Arcus Capital Partners
Georgia
– -$1.6M -61,260 Closed
KM
839
Kalos Management
Georgia
– -$1.31M -51,524 Closed
KJWM
840
Kiley Juergens Wealth Management
Washington
– -$1.24M -47,488 Closed
DTIM
841
Danda Trouve Investment Management
Kansas
– -$1.1M -42,036 Closed
TRCT
842
Tower Research Capital (TRC)
New York
– -$894K -34,344 Closed
ARC
843
Advisor Resource Council
Texas
– -$668K -25,664 Closed
FPCG
844
Fort Pitt Capital Group
Pennsylvania
– -$418K -16,032 Closed
SAM
845
Sawgrass Asset Management
Florida
– -$342K -13,124 Closed
YIH
846
Y-Intercept (HK)
Hong Kong
– -$336K -12,884 Closed
Qube Research & Technologies (QRT)
847
Qube Research & Technologies (QRT)
United Kingdom
– -$323K -12,420 Closed
APWM
848
Atlas Private Wealth Management
New York
– -$284K -10,912 Closed
JWCA
849
J.W. Cole Advisors
Florida
– -$283K -10,864 Closed
EWA
850
Exencial Wealth Advisors
Oklahoma
– -$258K -9,904 Closed
32 33
34
35 36