SCHA icon

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 %
AIS
251
American Investment Services
Massachusetts
$2.83M -$271K -10,860 -9%
IRC
252
Investors Research Corp
Georgia
$2.77M -$45K -1,804 -2%
AOWM
253
Alpha Omega Wealth Management
Virginia
$2.75M +$119K +4,784 +5%
LCM
254
Leisure Capital Management
California
$2.73M +$170K +6,836 +7%
SCM
255
Southport Capital Management
Tennessee
$2.71M +$2.47M +99,228 +1,061%
PCMC
256
Private Capital Management (Colorado)
Colorado
$2.69M -$121K -4,844 -4%
SBH
257
Segall Bryant & Hamill
Illinois
$2.69M +$114K +4,564 +4%
DI
258
Diligent Investors
California
$2.66M +$41.6K +1,668 +2%
American Century Companies
259
American Century Companies
Missouri
$2.64M +$2.08M +83,644 +373%
MWP
260
Moller Wealth Partners
$2.59M -$24.3K -976 -0.9%
PA
261
Pinnacle Associates
New York
$2.58M +$298K +11,944 +13%
SAM
262
Smithbridge Asset Management
Pennsylvania
$2.55M +$300K +12,020 +13%
EWM
263
Empirical Wealth Management
Washington
$2.54M -$6.64M -266,480 -72%
NRI
264
NFP Retirement Inc
California
$2.52M +$89.7K +3,600 +4%
BC
265
Bartlett & Co
Ohio
$2.51M -$77.4K -3,108 -3%
BCWM
266
Bartlett & Co Wealth Management
Ohio
$2.51M -$77.4K -3,108 -3%
YWP
267
YorkBridge Wealth Partners
New York
$2.51M +$65K +2,608 +3%
AIM
268
Anchor Investment Management
South Carolina
$2.45M +$46.8K +1,880 +2%
CCMW
269
Cypress Capital Management (Wyoming)
Wyoming
$2.43M -$47.2K -1,896 -2%
NCM
270
Next Capital Management
New York
$2.35M -$19.4K -780 -0.8%
AFA
271
Atlanta Financial Associates
Georgia
$2.34M – – –
BP
272
Broadleaf Partners
Ohio
$2.32M -$69.5K -2,788 -3%
MG
273
Mather Group
Illinois
$2.3M – – –
FIA
274
Foundations Investment Advisors
Arizona
$2.3M +$2.3M +91,892 New
WA
275
WBH Advisory
Maryland
$2.3M +$84.8K +3,404 +4%
9 10
11
12 13