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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 %
VAS
301
Valicenti Advisory Services
New York
$2M +$150K +5,760 +8%
AWM
302
Avior Wealth Management
Nebraska
$2M +$41K +1,576 +2%
Susquehanna International Group
303
Susquehanna International Group
Pennsylvania
$1.98M -$2.09M -80,244 -51%
HA
304
HC Advisors
Georgia
$1.96M +$19.5K +748 +1%
BWL
305
Bogart Wealth LLC
Virginia
$1.95M +$475K +18,248 +32%
PA
306
Parallel Advisors
California
$1.95M +$25.4K +976 +1%
TIM
307
Tortoise Investment Management
New York
$1.94M -$27.1K -1,040 -1%
SWM
308
Spire Wealth Management
Virginia
$1.94M +$155K +5,940 +9%
Lido Advisors
309
Lido Advisors
California
$1.89M +$9.9K +380 +0.5%
BP
310
BCK Partners
New York
$1.88M -$128K -4,900 -6%
BAM
311
Baldrige Asset Management
Pennsylvania
$1.83M -$24.3K -932 -1%
VCM
312
Vivaldi Capital Management
Illinois
$1.8M +$40.6K +1,596 +2%
CFS
313
CRA Financial Services
New Jersey
$1.78M +$158K +6,056 +10%
CMBA
314
C.M. Bidwell & Associates
Hawaii
$1.78M -$2.04M -78,308 -53%
HWMG
315
Hurlow Wealth Management Group
Indiana
$1.76M -$48.1K -1,848 -3%
MWM
316
Meridian Wealth Management
Kentucky
$1.74M -$28.9K -1,108 -2%
AIM
317
Aspen Investment Management
Michigan
$1.73M +$417 +16 +0%
NB
318
NBT Bank
New York
$1.72M -$24.5K -940 -1%
SFG
319
SNS Financial Group
Minnesota
$1.69M -$187K -7,176 -10%
PAM
320
Palisade Asset Management
Minnesota
$1.69M – – –
WCM
321
Wisconsin Capital Management
Wisconsin
$1.67M – – –
NIM
322
Nicollet Investment Management
Minnesota
$1.66M -$439K -16,864 -21%
MS
323
Madden Securities
Texas
$1.66M +$22.8K +876 +1%
MCM
324
Mengis Capital Management
Oregon
$1.65M +$108K +4,132 +7%
EWM
325
Elmwood Wealth Management
California
$1.64M +$4.17K +160 +0.3%
11 12
13
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