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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
1
Charles Schwab Investment Advisory
California
$4.3B
2
Bank of America
2
Bank of America
North Carolina
$940M
3
PCA
3
Personal Capital Advisors
California
$396M
4
Charles Schwab
4
Charles Schwab
California
$304M
5
SEI Investments
5
SEI Investments
Pennsylvania
$342M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$11K
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$70M
3
TI
3
Tidal Investments
Wisconsin
$52.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$86.3M
5
PFG
5
Piershale Financial Group
Illinois
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
126
Seneca Financial Advisors
New York
$6.46M +$25.2K +1,008 +0.4%
LA
127
LVW Advisors
New York
$6.45M -$1.13M -45,124 -15%
CWM
128
Curi Wealth Management
North Carolina
$6.44M +$715K +28,576 +12%
TCM
129
Tradewinds Capital Management
Washington
$6.4M -$146K -5,832 -2%
SFA
130
Souders Financial Advisors
Ohio
$6.4M +$164K +6,552 +3%
IA
131
IFS Advisors
Kansas
$6.37M +$541K +21,604 +9%
MCM
132
MAI Capital Management
Ohio
$6.31M -$299K -11,940 -5%
PS
133
Portfolio Solutions
Michigan
$6.29M -$738K -29,504 -11%
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$6.25M +$1.5M +59,904 +32%
MFT
135
Moisand Fitzgerald Tamayo
Florida
$6.17M -$155K -6,188 -2%
SKK
136
Shepherd Kaplan Krochuk
Massachusetts
$6.12M -$315K -12,604 -5%
MML Investors Services
137
MML Investors Services
Massachusetts
$6.1M -$2.62M -104,608 -30%
FCI
138
Financial Counselors Inc
Kansas
$6.09M +$94.7K +3,784 +2%
TYCC
139
Texas Yale Capital Corp
Florida
$6.09M +$813K +32,500 +15%
VFM
140
Vivid Financial Management
California
$5.96M +$58.5K +2,336 +1%
BBPWM
141
Blue Bell Private Wealth Management
Pennsylvania
$5.93M +$105K +4,180 +2%
OMC
142
Old Mission Capital
Illinois
$5.88M +$1.29M +51,744 +28%
SWA
143
Sightline Wealth Advisors
Connecticut
$5.84M -$296K -11,836 -5%
SWA
144
Sutton Wealth Advisors
Florida
$5.78M -$98.2K -3,924 -2%
ECM
145
Exchange Capital Management
Michigan
$5.76M -$98K -3,916 -2%
SB
146
Strategic Blueprint
Georgia
$5.74M +$1.46M +58,432 +34%
KF
147
Krilogy Financial
Missouri
$5.72M -$527K -21,048 -8%
KCPG
148
Kavar Capital Partners Group
Kansas
$5.7M +$252K +10,080 +5%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$5.62M +$12.3K +492 +0.2%
TPW
150
Tiller Private Wealth
Pennsylvania
$5.6M +$4.84M +193,576 +645%
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