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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 %
MWA
176
Martel Wealth Advisors
Washington
$4.57M +$94.1K +3,768 +2%
Stifel Financial
177
Stifel Financial
Missouri
$4.47M -$584K -23,336 -12%
CCM
178
Chilton Capital Management
Texas
$4.43M +$6.71K +268 +0.2%
PFM
179
Parsec Financial Management
North Carolina
$4.35M -$276K -10,052 -6%
VNA
180
Valley National Advisers
Pennsylvania
$4.34M +$529K +21,152 +14%
RRC
181
Relaxing Retirement Coach
Massachusetts
$4.33M -$165K -6,604 -4%
BRWA
182
B. Riley Wealth Advisors
Florida
$4.33M +$42.2K +1,688 +1%
APW
183
Austin Private Wealth
Texas
$4.25M +$337K +13,480 +9%
EE
184
EWG Elevate
California
$4.24M +$206K +8,240 +5%
GIA
185
Gladstone Institutional Advisory
Florida
$4.2M +$201K +8,020 +5%
CB
186
Community Bank
New York
$4.13M +$84.4K +3,372 +2%
CFO
187
Collective Family Office
Pennsylvania
$4.12M +$515K +20,576 +14%
LIM
188
Leavell Investment Management
Alabama
$4.12M +$142K +5,668 +4%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$4.11M -$182K -7,256 -4%
MWM
190
Mission Wealth Management
California
$4.05M -$59K -2,356 -1%
VC
191
Veery Capital
Delaware
$4.05M +$103K +4,104 +3%
IAN
192
Integrated Advisors Network
Texas
$4.03M +$539K +21,560 +15%
EWA
193
EP Wealth Advisors
California
$4.03M +$893K +35,676 +28%
Thrivent Financial for Lutherans
194
Thrivent Financial for Lutherans
Minnesota
$4.02M -$3.77M – –
RJA
195
Raymond James & Associates
Florida
$3.94M +$436K +17,424 +12%
EW
196
Element Wealth
Mississippi
$3.92M +$7.41K +296 +0.2%
SHJ
197
Sharkey, Howes & Javer
Colorado
$3.91M -$1M -40,092 -20%
LPIC
198
LeJeune Puetz Investment Counsel
Michigan
$3.89M +$1.3K +52 +0%
CWM
199
Chesapeake Wealth Management
Virginia
$3.88M -$414K -16,536 -10%
QAM
200
QCI Asset Management
New York
$3.85M +$23.1K +924 +0.6%
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