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

Top Sellers

1
FMP
Financial Management Professionals
Texas
$30.1M
2
SEI Investments
SEI Investments
Pennsylvania
$336M
3
SPA
Sentinel Pension Advisors
Massachusetts
$366K
4
TCM
Tradewinds Capital Management
Washington
$6.82M
5
TI
Tidal Investments
Wisconsin
$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWMG
276
DB Wealth Management Group
California
$2.35M +$270K +10,360 +13%
B
277
Brightworth
Georgia
$2.34M +$59.2K +2,272 +3%
B
278
Bailard
California
$2.33M -$42.2K -1,620 -2%
GWM
279
GSB Wealth Management
Connecticut
$2.33M +$242K +9,300 +12%
FIA
280
Foundations Investment Advisors
Arizona
$2.33M -$44.1K -1,708 -2%
PFA
281
Pinnacle Family Advisors
Missouri
$2.29M +$439K +16,864 +24%
MA
282
Mutual Advisors
Nebraska
$2.29M -$820K -31,472 -26%
ASN
283
Advisory Services Network
Georgia
$2.28M +$30.3K +1,164 +1%
AIA
284
Armor Investment Advisors
North Carolina
$2.27M +$328K +12,596 +17%
SPAS
285
Spectrum Planning & Advisory Services
California
$2.25M +$285K +10,948 +14%
SDWMA
286
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.23M -$33.3K -1,280 -1%
TSWM
287
Triangle Securities Wealth Management
North Carolina
$2.19M -$51.7K -1,984 -2%
Jane Street
288
Jane Street
New York
$2.18M -$1.23M -47,192 -36%
AWA
289
Arete Wealth Advisors
Illinois
$2.15M +$84.7K +3,472 +4%
FC
290
FCA Corp
Texas
$2.14M +$23.3K +896 +1%
SPFA
291
Summit Place Financial Advisors
New Jersey
$2.1M +$537K +20,608 +34%
MCM
292
Mainstay Capital Management
Michigan
$2.1M +$140K +5,364 +7%
ISWM
293
Independent Solutions Wealth Management
New York
$2.09M +$256K +9,820 +14%
CF
294
Centaurus Financial
California
$2.09M +$175K +6,728 +9%
ML
295
McAdam LLC
Pennsylvania
$2.05M -$31.7K -1,244 -2%
DSC
296
Duncker Streett & Co
Missouri
$2.05M -$30.3K -1,164 -1%
CIP
297
Capital Insight Partners
Arizona
$2.04M +$146K +5,612 +8%
CNFG
298
Creegan & Nassoura Financial Group
New Hampshire
$2.03M -$65.1K -2,500 -3%
GSIS
299
Global Strategic Investment Solutions
Arizona
$2.01M -$834 -32 -0%
PWM
300
Perigon Wealth Management
California
$2.01M +$20.7K +796 +1%
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