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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 %
CFIA
326
Cantor Fitzgerald Investment Advisors
New York
$1.64M -$2.43M -93,124 -60%
BAM
327
Berkshire Asset Management
Pennsylvania
$1.64M +$6.46K +248 +0.4%
HA
328
Harborview Advisors
Maine
$1.63M -$192K -7,364 -11%
PFC
329
Phocas Financial Corp
California
$1.63M -$1.15K -44 -0.1%
GWM
330
Greenhouse Wealth Management
Connecticut
$1.62M +$3.44K +132 +0.2%
DAS
331
Dynamic Advisor Solutions
Arizona
$1.61M -$330K -12,676 -17%
ACP
332
Arcus Capital Partners
Georgia
$1.6M -$11.1K -428 -0.7%
FBB
333
Fulton Breakefield Broenniman
Maryland
$1.59M -$45.6K -1,752 -3%
CFG
334
Citizens Financial Group
Rhode Island
$1.54M +$43.5K +1,668 +3%
PGFC
335
Peapack-Gladstone Financial Corp
New Jersey
$1.54M +$96.3K +3,696 +7%
WPA
336
West Paces Advisors
Georgia
$1.52M -$60.8K -2,336 -4%
CAM
337
Cresset Asset Management
Illinois
$1.51M +$294K +11,284 +24%
SAF
338
Smith Anglin Financial
Texas
$1.47M -$53.2K -2,044 -3%
OC
339
Oarsman Capital
Wisconsin
$1.47M -$2.61K -100 -0.2%
TFA
340
Trinity Financial Advisors
Ohio
$1.47M -$115K -9,072 -7%
IA
341
IFP Advisors
Florida
$1.47M +$113K +4,356 +8%
WCWM
342
Wooster Corthell Wealth Management
Connecticut
$1.46M -$289K -11,088 -16%
CWM
343
Cedar Wealth Management
California
$1.46M -$262K -10,060 -15%
PFM
344
Phillips Financial Management
Indiana
$1.46M +$1.46M +56,148 New
APA
345
American Portfolios Advisors
New York
$1.46M +$17K +652 +1%
QCG
346
Quadrant Capital Group
Ohio
$1.45M -$16.8K -644 -1%
BCM
347
Brookstone Capital Management
Illinois
$1.44M +$1.44M +56,628 New
PWMAG
348
Pinnacle Wealth Management Advisory Group
New Jersey
$1.42M +$79.2K +3,040 +6%
RIM
349
Rockbridge Investment Management
New York
$1.42M -$81.4K -3,124 -5%
FCA
350
FLC Capital Advisors
California
$1.4M +$235K +9,008 +20%
12 13
14
15 16