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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 %
NB
326
NBT Bank
New York
$1.67M -$197K -7,920 -11%
AIM
327
Aspen Investment Management
Michigan
$1.65M +$123K +4,928 +8%
CWM
328
Cedar Wealth Management
California
$1.65M -$97.2K -3,900 -6%
PAM
329
Palisade Asset Management
Minnesota
$1.61M +$19.5K +784 +1%
ACM
330
Anfield Capital Management
California
$1.61M +$1.61M +64,636 New
WCM
331
Wisconsin Capital Management
Wisconsin
$1.6M – – –
KFS
332
Kaizen Financial Strategies
California
$1.57M +$1.57M +63,156 New
EWM
333
Elmwood Wealth Management
California
$1.57M +$1.57M +62,856 New
MS
334
Madden Securities
Texas
$1.57M -$422K -16,928 -21%
FBB
335
Fulton Breakefield Broenniman
Maryland
$1.56M +$368K +14,764 +31%
BAM
336
Berkshire Asset Management
Pennsylvania
$1.56M -$1.1K -44 -0.1%
PFC
337
Phocas Financial Corp
California
$1.56M +$1.56M +62,508 New
CFS
338
CRA Financial Services
New Jersey
$1.56M +$141K +5,676 +10%
GWM
339
Greenhouse Wealth Management
Connecticut
$1.54M +$3.39K +136 +0.2%
ACP
340
Arcus Capital Partners
Georgia
$1.54M -$28.6K -1,148 -2%
WPA
341
West Paces Advisors
Georgia
$1.52M – – –
SPFA
342
Summit Place Financial Advisors
New Jersey
$1.5M +$881K +35,368 +143%
TFA
343
Trinity Financial Advisors
Ohio
$1.48M +$1.32M +110,664 +786%
MCM
344
Mengis Capital Management
Oregon
$1.48M +$27.9K +1,120 +2%
SAF
345
Smith Anglin Financial
Texas
$1.46M -$8.11M -325,608 -85%
RIM
346
Rockbridge Investment Management
New York
$1.44M -$37.4K -1,500 -3%
CFG
347
Citizens Financial Group
Rhode Island
$1.43M +$2.79K +112 +0.2%
BWL
348
Bogart Wealth LLC
Virginia
$1.41M +$324K +13,016 +30%
OC
349
Oarsman Capital
Wisconsin
$1.41M -$33.9K -1,360 -2%
QCG
350
Quadrant Capital Group
Ohio
$1.4M -$27.3K -1,096 -2%
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