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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 %
LCM
376
Liberty Capital Management
Michigan
$1.19M +$38.1K +1,528 +3%
HIC
377
Holderness Investments Company
North Carolina
$1.18M +$257K +10,328 +28%
CIAS
378
Capital Investment Advisory Services
North Carolina
$1.18M -$138K -5,520 -10%
CAM
379
Cresset Asset Management
Illinois
$1.17M +$33.8K +1,356 +3%
SC
380
Slow Capital
California
$1.16M +$1.16M +46,688 New
WP
381
WealthPLAN Partners
Nebraska
$1.16M -$17.4K -684 -1%
CCWA
382
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.15M +$1.15M +46,204 New
EWM
383
Evermay Wealth Management
Virginia
$1.15M -$4.98K -200 -0.4%
Chevy Chase Trust
384
Chevy Chase Trust
Maryland
$1.14M -$304K -12,208 -21%
CI
385
Cordant Inc
Oregon
$1.13M +$96.5K +3,872 +9%
FG
386
Foster Group
Iowa
$1.13M +$118K +4,748 +12%
OPWM
387
Oakwell Private Wealth Management
Texas
$1.12M -$94.1K -3,776 -8%
FCA
388
FLC Capital Advisors
California
$1.12M +$1.12M +44,816 New
FSWA
389
Financial Synergies Wealth Advisors
Texas
$1.11M -$698 -28 -0.1%
MG
390
MilWealth Group
Wisconsin
$1.08M – – –
WIC
391
Woodmont Investment Counsel
Tennessee
$1.08M – – –
FNBT
392
FineMark National Bank & Trust
Florida
$1.08M +$14.5K +580 +1%
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M +$755K +30,288 +241%
RPG
394
Resource Planning Group
Georgia
$1.07M -$177K -7,092 -14%
RC
395
Roundview Capital
New Jersey
$1.07M -$5.98K -240 -0.6%
CWA
396
Cornerstone Wealth Advisors
Minnesota
$1.05M +$1.05M +42,312 New
NGA
397
Naples Global Advisors
Florida
$1.05M +$40.7K +1,632 +4%
DTIM
398
Danda Trouve Investment Management
Kansas
$1.05M +$1.05M +42,100 +150,357%
NL
399
NWAM LLC
Washington
$1.05M +$659K +26,432 +169%
OCG
400
Opus Capital Group
Ohio
$1.04M +$19.7K +792 +2%
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