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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 %
TFF
201
The Family Firm
Maryland
$3.83M -$16.6K -636 -0.4%
FTS
202
Fifth Third Securities
Ohio
$3.8M +$3.8M +151,660 New
BI
203
Berkeley Inc
Idaho
$3.78M +$62.7K +2,504 +2%
OWA
204
One Wealth Advisors
California
$3.76M +$787K +31,452 +26%
WA
205
Wealth Architects
California
$3.76M – – –
BDWCC
206
B&D White Capital Company
Texas
$3.72M -$45.7K -1,828 -1%
PWA
207
Providence Wealth Advisors
Illinois
$3.71M -$76.7K -3,040 -2%
NF
208
Nikulski Financial
Iowa
$3.71M -$19.4K -776 -0.5%
MSWMA
209
Market Street Wealth Management Advisors
Indiana
$3.69M -$121K -4,816 -3%
MCM
210
Mainstay Capital Management
Michigan
$3.63M +$1.61M +64,480 +80%
HB
211
Homrich & Berg
Georgia
$3.62M -$77.4K -3,092 -2%
PAI
212
Pittenger & Anderson Inc
Nebraska
$3.62M +$121K +4,852 +3%
SWM
213
SeaCrest Wealth Management
New York
$3.58M -$241K -9,628 -6%
ECM
214
Evergreen Capital Management
Washington
$3.56M +$42.1K +1,684 +1%
VCM
215
Vision Capital Management
Oregon
$3.52M -$6.01K -240 -0.2%
NWS
216
Newport Wealth Strategies
California
$3.47M +$461K +18,408 +15%
PFWA
217
Paces Ferry Wealth Advisors
Georgia
$3.47M -$90.9K -3,632 -3%
NRI
218
NFP Retirement Inc
California
$3.47M -$56.9K -2,272 -2%
HSA
219
HBK Sorce Advisory
Pennsylvania
$3.43M -$8.61K -344 -0.3%
CCA
220
Cobblestone Capital Advisors
New York
$3.39M -$39.7K -1,588 -1%
GPFA
221
Game Plan Financial Advisors
Ohio
$3.39M +$34.9K +1,396 +1%
AAIM
222
Asset Advisors Investment Management
Georgia
$3.37M -$320K -12,780 -9%
DWM
223
Destination Wealth Management
California
$3.31M +$50.9K +2,036 +2%
EFG
224
Everhart Financial Group
Ohio
$3.22M -$13K -520 -0.4%
CWM
225
Cabot Wealth Management
Massachusetts
$3.22M -$37.5K -1,500 -1%
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