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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

817 hedge funds and large institutions have $9.38B invested in Schwab U.S Small- Cap ETF in 2021 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 306 increasing their positions, 287 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+70
Holders Change %
+9.37%
% of All Funds
14.39%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
1.46%
New
122
Increased
306
Reduced
287
Closed
43
Calls
$1.86M
Puts
$1.06M
Net Calls
+$802K
Net Calls Change
+$511K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$604M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$44.9M
3
Osaic Holdings
Osaic Holdings
Arizona
+$33.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.7M
5
H
HoyleCohen
California
+$20.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$233M
2
PCA
Personal Capital Advisors
California
-$43.4M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$19.9M
4
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$18.7M
5
KAS
Kestra Advisory Services
Texas
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
EP Wealth Advisors
California
$3.26M +$1.85M +74,416 +132%
Jane Street
227
Jane Street
New York
$3.26M +$3.26M +130,876 New
HG
228
Harbor Group
New Hampshire
$3.25M -$309K -12,232 -9%
CWM
229
Cabot Wealth Management
Massachusetts
$3.2M -$86.8K -3,484 -3%
RCA
230
Reitz Capital Advisors
Michigan
$3.18M +$1.28M +51,508 +68%
VFIC
231
Valley Forge Investment Consultants
Pennsylvania
$3.16M +$47.8K +1,920 +2%
CK
232
Cohen Klingenstein
New York
$3.12M – – –
PFT
233
Providence First Trust
Arizona
$3.1M – – –
JWA
234
JFS Wealth Advisors
Pennsylvania
$3.09M -$103K -4,144 -3%
CFO
235
Collective Family Office
Pennsylvania
$3.03M +$362K +14,536 +14%
AAIM
236
Asset Advisors Investment Management
Georgia
$3M +$1.08M +42,760 +56%
FSA
237
Financial Services Advisory
Maryland
$2.99M -$3.98M -159,744 -57%
SB
238
Strategic Blueprint
Georgia
$2.99M +$2.99M +119,956 New
MA
239
Mutual Advisors
Nebraska
$2.98M +$2.32M +93,048 +352%
NWS
240
Newport Wealth Strategies
California
$2.97M +$2.18M +87,692 +279%
CHA
241
Carmichael Hill & Associates
Maryland
$2.96M -$27.8K -1,116 -0.9%
IAN
242
Integrated Advisors Network
Texas
$2.96M +$382K +15,324 +15%
GAM
243
Garrison Asset Management
Arkansas
$2.95M +$14K +560 +0.5%
JPLA
244
Joseph P. Lucia & Associates
New York
$2.91M +$42.5K +1,704 +1%
SAM
245
Summit Asset Management
Tennessee
$2.87M -$28.3K -1,136 -1%
DFA
246
DHJJ Financial Advisors
Illinois
$2.86M +$83.8K +3,360 +3%
SCA
247
Strategic Capital Advisers
Colorado
$2.86M -$134K -5,360 -4%
BAM
248
Belpointe Asset Management
Nevada
$2.84M +$960K +38,524 +51%
DW
249
Domani Wealth
Pennsylvania
$2.84M -$43.3K -1,736 -2%
OF
250
Outfitter Financial
Maine
$2.84M +$185K +7,444 +7%
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