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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 %
PAMG
351
Patton Albertson Miller Group
Tennessee
$1.39M -$50.5K -2,028 -4%
CM
352
Columbus Macro
Pennsylvania
$1.39M -$235K -9,440 -14%
PGFC
353
Peapack-Gladstone Financial Corp
New Jersey
$1.38M +$1.38M +55,384 New
APA
354
American Portfolios Advisors
New York
$1.38M +$289K +11,588 +26%
SLT
355
St Louis Trust
Missouri
$1.37M +$1.37M +54,820 New
CG
356
Colony Group
Massachusetts
$1.36M -$49.1K -1,972 -3%
MAS
357
Managed Account Services
Florida
$1.36M -$66.5K -2,668 -5%
DCM
358
DeGreen Capital Management
Arizona
$1.36M -$789K -52,696 -37%
KM
359
Kalos Management
Georgia
$1.34M +$1.34M +53,544 New
PA
360
Planning Alternatives
Michigan
$1.33M -$156K -6,280 -11%
IA
361
IFP Advisors
Florida
$1.3M -$118K -4,728 -8%
HI
362
Hudock Inc
Pennsylvania
$1.3M -$358K -14,376 -22%
JCIA
363
Jackson Creek Investment Advisors
Colorado
$1.29M +$92.9K +3,728 +8%
PWMAG
364
Pinnacle Wealth Management Advisory Group
New Jersey
$1.28M +$31.3K +1,256 +3%
PRS
365
Pinkerton Retirement Specialists
Idaho
$1.27M +$78.9K +3,168 +7%
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$1.27M +$320K +12,824 +34%
Cerity Partners
367
Cerity Partners
New York
$1.26M +$71.9K +2,884 +6%
KWM
368
Kingsview Wealth Management
Oregon
$1.25M -$146K -5,776 -10%
PSIWM
369
Paradigm Strategies in Wealth Management
Minnesota
$1.25M +$1.25M +50,184 New
LGWM
370
Litman Gregory Wealth Management
California
$1.23M – – –
IF
371
Ironwood Financial
Arizona
$1.22M -$20.2K -812 -2%
CWS
372
Cypress Wealth Services
California
$1.21M +$214K +8,592 +21%
APG
373
Abacus Planning Group
South Carolina
$1.2M -$148K -5,956 -11%
CA
374
Cambridge Advisors
Nebraska
$1.2M +$598 +24 +0%
KJWM
375
Kiley Juergens Wealth Management
Washington
$1.2M +$7.97K +320 +0.7%
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