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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 %
PFGIA
351
Patriot Financial Group Insurance Agency
Massachusetts
$1.4M +$278K +10,612 +25%
MAS
352
Managed Account Services
Florida
$1.4M -$23.1K -888 -2%
PRS
353
Pinkerton Retirement Specialists
Idaho
$1.39M +$64.1K +2,460 +5%
CI
354
Cordant Inc
Oregon
$1.38M +$197K +7,548 +17%
IWMA
355
Ironwood Wealth Management (Arizona)
Arizona
$1.38M -$425K -16,336 -24%
Cerity Partners
356
Cerity Partners
New York
$1.36M +$47.2K +1,812 +4%
HI
357
Hudock Inc
Pennsylvania
$1.36M +$2.71K +104 +0.2%
T
358
TRUADVICE
Florida
$1.35M +$388K +15,556 +40%
CM
359
Columbus Macro
Pennsylvania
$1.34M -$114K -4,372 -8%
PA
360
Planning Alternatives
Michigan
$1.31M -$81K -3,108 -6%
KM
361
Kalos Management
Georgia
$1.31M -$51.4K -2,020 -4%
SC
362
Slow Capital
California
$1.3M +$84.8K +3,256 +7%
IF
363
Ironwood Financial
Arizona
$1.29M +$11K +424 +0.9%
GGI
364
GPM Growth Investors
Michigan
$1.26M -$524K -20,128 -29%
JCIA
365
Jackson Creek Investment Advisors
Colorado
$1.26M -$93.9K -3,604 -7%
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$1.26M -$66.4K -2,548 -5%
CA
367
Cambridge Advisors
Nebraska
$1.26M +$4.58K +176 +0.4%
BTWM
368
Baker Tilly Wealth Management
Wisconsin
$1.25M +$617K +23,684 +98%
WP
369
WealthPLAN Partners
Nebraska
$1.24M +$80.3K +3,132 +7%
PAMG
370
Patton Albertson Miller Group
Tennessee
$1.24M -$213K -8,172 -15%
SSWM
371
Sheets Smith Wealth Management
North Carolina
$1.24M +$302K +11,604 +32%
Fidelity Investments
372
Fidelity Investments
Massachusetts
$1.24M +$243K +9,320 +24%
LCM
373
Liberty Capital Management
Michigan
$1.24M -$1.56K -60 -0.1%
KJWM
374
Kiley Juergens Wealth Management
Washington
$1.24M -$12.7K -488 -1%
HIC
375
Holderness Investments Company
North Carolina
$1.23M -$1.35K -52 -0.1%
13 14
15
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