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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
$4.3B
2
Bank of America
Bank of America
North Carolina
$940M
3
PCA
Personal Capital Advisors
California
$396M
4
Charles Schwab
Charles Schwab
California
$304M
5
SEI Investments
SEI Investments
Pennsylvania
$342M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$11K
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$70M
3
TI
Tidal Investments
Wisconsin
$52.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$86.3M
5
PFG
Piershale Financial Group
Illinois
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
851
Manchester Financial
California
– -$257K -9,852 Closed
PWM
852
PRW Wealth Management
Massachusetts
– -$244K -9,364 Closed
MA
853
MONECO Advisors
Connecticut
– -$243K -9,316 Closed
KIA
854
KCM Investment Advisors
California
– -$236K -9,064 Closed
SWM
855
Soundmark Wealth Management
Washington
– -$223K -8,564 Closed
MCM
856
Maryland Capital Management
Maryland
– -$220K -8,448 Closed
FWM
857
Frontier Wealth Management
Missouri
– -$213K -8,180 Closed
PCM
858
Palouse Capital Management
Washington
– -$207K -7,948 Closed
LW
859
Linscomb Wealth
Texas
– -$206K -7,900 Closed
BWL
860
Beacon Wealthcare LLC
North Carolina
– -$204K -7,824 Closed
MSR
861
Main Street Research
Connecticut
– -$203K -7,800 Closed
SAM
862
SignalPoint Asset Management
Missouri
– -$203K -7,796 Closed
SFG
863
SevenBridge Financial Group
Pennsylvania
– -$201K -7,724 Closed
CC
864
Claybrook Capital
Massachusetts
– -$201K -7,724 Closed
RDWM
865
Red Door Wealth Management
Tennessee
– -$111K -4,296 Closed
AC
866
Arjuna Capital
North Carolina
– -$102K -3,920 Closed
FPW
867
Flagship Private Wealth
Massachusetts
– -$98.6K -3,864 Closed
EVM
868
Eaton Vance Management
Massachusetts
– -$51K -1,948 Closed
TCOV
869
Trust Company of Vermont
Vermont
– -$40K -1,544 Closed
CIA
870
Choate Investment Advisors
Massachusetts
– -$33K -1,260 Closed
GCA
871
Genesee Capital Advisors
New York
– -$21K -820 Closed
IA
872
IAM Advisory
Pennsylvania
– -$21K -820 Closed
EPM
873
Elm Partners Management
Pennsylvania
– -$21K -820 Closed
WP
874
WealthShield Partners
North Carolina
– -$15K -592 Closed
HI
875
Hoey Investments
Pennsylvania
– -$15K -572 Closed
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