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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 %
SWA
276
Stratos Wealth Advisors
Ohio
$2.29M +$926K +37,172 +68%
ISG
277
Investment Security Group
Colorado
$2.28M -$110K -4,404 -5%
B
278
Bailard
California
$2.27M -$263K -10,572 -10%
PWM
279
Provident Wealth Management
Tennessee
$2.2M -$206K -8,276 -9%
B
280
Brightworth
Georgia
$2.18M -$90.9K -3,648 -4%
SDWMA
281
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.17M – – –
CWA
282
Clearview Wealth Advisors
Oregon
$2.16M +$2.16M +86,852 New
APA
283
Allegiant Private Advisors
Florida
$2.16M +$1.22M +48,908 +130%
ASN
284
Advisory Services Network
Georgia
$2.15M +$155K +6,232 +8%
TSWM
285
Triangle Securities Wealth Management
North Carolina
$2.15M -$14.3K -572 -0.7%
AWA
286
Arete Wealth Advisors
Illinois
$2.11M +$1.02M +40,968 +94%
MCM
287
MAI Capital Management
Ohio
$2.1M -$324K -13,020 -13%
ML
288
McAdam LLC
Pennsylvania
$2.04M -$116K -4,660 -5%
FC
289
FCA Corp
Texas
$2.03M +$27.3K +1,096 +1%
NIM
290
Nicollet Investment Management
Minnesota
$2.01M – – –
CNFG
291
Creegan & Nassoura Financial Group
New Hampshire
$2.01M -$49.8K -2,000 -2%
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$2M -$140K -5,556 -7%
GWM
293
GSB Wealth Management
Connecticut
$2M +$2M +80,212 New
DSC
294
Duncker Streett & Co
Missouri
$1.99M +$4.39K +176 +0.2%
DWMG
295
DB Wealth Management Group
California
$1.99M +$329K +13,184 +20%
BP
296
BCK Partners
New York
$1.95M -$151K -5,948 -7%
GSIS
297
Global Strategic Investment Solutions
Arizona
$1.93M -$752K -30,200 -28%
PWM
298
Perigon Wealth Management
California
$1.9M +$27.9K +1,120 +1%
SPAS
299
Spectrum Planning & Advisory Services
California
$1.88M +$1.88M +75,608 New
TIM
300
Tortoise Investment Management
New York
$1.88M +$52.3K +2,100 +3%
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