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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

837 hedge funds and large institutions have $10.1B invested in Schwab U.S Small- Cap ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 371 increasing their positions, 280 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
+20
Holders Change %
+2.45%
% of All Funds
14.61%
Holding in Top 10
72
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.25%
% of All Funds
1.26%
New
71
Increased
371
Reduced
280
Closed
44
Calls
$3.75M
Puts
$1.03M
Net Calls
+$2.72M
Net Calls Change
+$1.91M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.33B
2
PFG
2
Piershale Financial Group
Illinois
$30.4M
3
Bank of America
3
Bank of America
North Carolina
$943M
4
PCA
4
Personal Capital Advisors
California
$386M
5
Charles Schwab
5
Charles Schwab
California
$297M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$30.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$336M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$366K
4
TCM
4
Tradewinds Capital Management
Washington
$6.82M
5
TI
5
Tidal Investments
Wisconsin
$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
YAL
226
Your Advocates Ltd
Texas
$3.27M -$1.16M -44,528 -26%
EWA
227
EP Wealth Advisors
California
$3.26M -$148K -5,664 -4%
CK
228
Cohen Klingenstein
New York
$3.26M – – –
JWBC
229
John W. Brooker & Co
California
$3.25M -$303K -11,644 -9%
PFT
230
Providence First Trust
Arizona
$3.24M – – –
HG
231
Harbor Group
New Hampshire
$3.21M -$146K -5,588 -4%
SCA
232
Strategic Capital Advisers
Colorado
$3.21M +$226K +8,660 +8%
NWS
233
Newport Wealth Strategies
California
$3.13M +$29.1K +1,116 +0.9%
DFA
234
DHJJ Financial Advisors
Illinois
$3.11M +$136K +5,236 +5%
GAM
235
Garrison Asset Management
Arkansas
$3.11M +$25.2K +968 +0.8%
OWA
236
One Wealth Advisors
California
$3.1M +$1.13M +43,568 +58%
BAM
237
Belpointe Asset Management
Nevada
$3.09M +$117K +4,492 +4%
FHB
238
First Hawaiian Bank
Hawaii
$3.09M -$2.15M -82,640 -41%
CHA
239
Carmichael Hill & Associates
Maryland
$3.06M -$31.7K -1,216 -1%
SAM
240
Summit Asset Management
Tennessee
$3.06M +$53.6K +2,060 +2%
AOWM
241
Alpha Omega Wealth Management
Virginia
$3.05M +$166K +6,392 +6%
JPLA
242
Joseph P. Lucia & Associates
New York
$3.02M -$18.9K -724 -0.6%
FSA
243
Financial Services Advisory
Maryland
$3M -$123K -4,728 -4%
OF
244
Outfitter Financial
Maine
$2.99M +$26K +1,000 +0.9%
SWA
245
Stratos Wealth Advisors
Ohio
$2.99M +$596K +22,880 +25%
AIS
246
American Investment Services
Massachusetts
$2.94M -$18.1K -696 -0.6%
DI
247
Diligent Investors
California
$2.92M +$140K +5,384 +5%
LCM
248
Leisure Capital Management
California
$2.91M +$58.1K +2,232 +2%
IRC
249
Investors Research Corp
Georgia
$2.88M -$9.48K -364 -0.3%
SCM
250
Southport Capital Management
Tennessee
$2.88M +$49.7K +1,908 +2%
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