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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 %
CAN
151
Cetera Advisor Networks
California
$5.56M +$426K +17,020 +8%
VFIC
152
Valley Forge Investment Consultants
Pennsylvania
$5.54M +$798K +31,876 +17%
BIA
153
Bell Investment Advisors
California
$5.48M +$5.48M +219,124 New
CFA
154
Cahill Financial Advisors
Minnesota
$5.41M -$510K -20,392 -9%
SWM
155
Southern Wealth Management
Texas
$5.41M +$41.6K +1,664 +0.8%
SWM
156
Sculati Wealth Management
Michigan
$5.41M -$40K -1,600 -0.7%
AFP
157
Ausdal Financial Partners
Iowa
$5.2M +$261K +10,444 +5%
VA
158
Valmark Advisers
Ohio
$5.15M +$351K +14,012 +7%
HFS
159
Horizon Financial Services
North Carolina
$5.11M +$1.95M +77,908 +62%
WTC
160
WhitTier Trust Company
Nevada
$5.09M +$42.5K +1,700 +0.8%
BAMG
161
Brand Asset Management Group
Missouri
$5.08M +$442K +17,648 +10%
BWM
162
BCS Wealth Management
Tennessee
$5.06M +$135K +5,384 +3%
SBL
163
Sargent Bickham Lagudis
Colorado
$5.05M -$3.15M -125,956 -38%
FF
164
Friedenthal Financial
New Jersey
$5.04M +$58.1K +2,320 +1%
YIA
165
YHB Investment Advisors
Connecticut
$5M +$298K +11,900 +6%
CWA
166
Carolina Wealth Advisors
South Carolina
$5M +$50.8K +2,028 +1%
SFA
167
Sequoia Financial Advisors
Ohio
$4.93M -$8.41M -335,900 -63%
PWA
168
Physician Wealth Advisors
Utah
$4.93M +$286K +11,092 +6%
SS
169
Sunbelt Securities
Texas
$4.84M – – –
GCP
170
Gill Capital Partners
Colorado
$4.77M +$95.9K +3,832 +2%
BA
171
Ballast Advisors
Minnesota
$4.72M +$126K +5,040 +3%
SHA
172
Seneca House Advisors
Virginia
$4.71M +$311K +12,420 +7%
PP
173
PrairieView Partners
Minnesota
$4.64M -$49.5K -1,980 -1%
ATWA
174
Arbor Trust Wealth Advisors
Michigan
$4.62M +$88K +3,516 +2%
C1AG
175
Client 1st Advisory Group
Florida
$4.6M +$125K +5,000 +3%
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