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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 %
OWA
301
One Wealth Advisors
California
$1.88M +$1.88M +75,312 New
AWM
302
Avior Wealth Management
Nebraska
$1.87M -$39.6K -1,588 -2%
MCM
303
Mainstay Capital Management
Michigan
$1.87M -$111K -4,436 -6%
AIA
304
Armor Investment Advisors
North Carolina
$1.86M +$55.8K +2,240 +3%
DAS
305
Dynamic Advisor Solutions
Arizona
$1.85M -$458K -18,396 -20%
HA
306
HC Advisors
Georgia
$1.85M +$23.3K +936 +1%
PA
307
Parallel Advisors
California
$1.84M +$274K +10,984 +17%
CF
308
Centaurus Financial
California
$1.83M -$229K -9,200 -11%
PA
309
PFG Advisors
Arizona
$1.82M +$498K +20,004 +38%
CIP
310
Capital Insight Partners
Arizona
$1.81M +$53.4K +2,144 +3%
Lido Advisors
311
Lido Advisors
California
$1.8M +$15.7K +628 +0.9%
SFG
312
SNS Financial Group
Minnesota
$1.8M +$20.1K +808 +1%
BAM
313
Baldrige Asset Management
Pennsylvania
$1.77M -$51.3K -2,060 -3%
PFA
314
Pinnacle Family Advisors
Missouri
$1.77M +$1.77M +71,212 New
VAS
315
Valicenti Advisory Services
New York
$1.77M +$566K +22,736 +47%
ISWM
316
Independent Solutions Wealth Management
New York
$1.76M -$224K -8,980 -11%
HA
317
Harborview Advisors
Maine
$1.74M +$26.4K +1,060 +2%
VCM
318
Vivaldi Capital Management
Illinois
$1.74M +$17.9K +712 +1%
HWMG
319
Hurlow Wealth Management Group
Indiana
$1.73M -$71.7K -2,876 -4%
IWMA
320
Ironwood Wealth Management (Arizona)
Arizona
$1.73M -$776K -31,164 -31%
C1AG
321
Client 1st Advisory Group
Florida
$1.71M +$1.71M +68,736 New
GGI
322
GPM Growth Investors
Michigan
$1.71M +$105K +4,228 +7%
SWM
323
Spire Wealth Management
Virginia
$1.71M +$1.71M +68,464 New
MWM
324
Meridian Wealth Management
Kentucky
$1.69M -$79.6K -3,196 -5%
WCWM
325
Wooster Corthell Wealth Management
Connecticut
$1.68M -$500K -20,052 -23%
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