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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 %
Wealthfront Advisers
376
Wealthfront Advisers
California
$1.22M +$1.22M +46,908 New
APG
377
Abacus Planning Group
South Carolina
$1.22M -$38.9K -1,492 -3%
EWM
378
Evermay Wealth Management
Virginia
$1.22M +$20.8K +800 +2%
KWM
379
Kingsview Wealth Management
Oregon
$1.21M -$94.8K -3,616 -7%
CCWA
380
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.2M – – –
NGA
381
Naples Global Advisors
Florida
$1.2M +$95K +3,648 +9%
PSIWM
382
Paradigm Strategies in Wealth Management
Minnesota
$1.19M -$116K -4,460 -9%
Chevy Chase Trust
383
Chevy Chase Trust
Maryland
$1.19M -$7.71K -296 -0.6%
FG
384
Foster Group
Iowa
$1.19M +$1.46K +56 +0.1%
BCP
385
Blackhawk Capital Partners
Wisconsin
$1.19M +$1.19M +47,564 New
CBFP
386
Cedar Brook Financial Partners
Ohio
$1.18M +$1.18M +45,212 New
OPWM
387
Oakwell Private Wealth Management
Texas
$1.15M -$22K -844 -2%
FSWA
388
Financial Synergies Wealth Advisors
Texas
$1.15M -$13.8K -528 -1%
BI
389
Blooom Inc
Kansas
$1.14M +$466K +17,844 +69%
FWP
390
FAS Wealth Partners
Kansas
$1.14M +$91.6K +3,520 +9%
PCWA
391
Pacific Capital Wealth Advisors
California
$1.14M +$481K +18,476 +74%
MG
392
MilWealth Group
Wisconsin
$1.13M – – –
WIC
393
Woodmont Investment Counsel
Tennessee
$1.13M – – –
FNBT
394
FineMark National Bank & Trust
Florida
$1.13M +$1.67K +64 +0.1%
SG
395
StoneX Group
New York
$1.12M +$163K +6,260 +17%
FWP
396
Firethorn Wealth Partners
Georgia
$1.12M +$155K +5,940 +16%
RC
397
Roundview Capital
New Jersey
$1.12M +$1.15K +44 +0.1%
DTIM
398
Danda Trouve Investment Management
Kansas
$1.1M -$2.4K -92 -0.2%
KAS
399
Kestra Advisory Services
Texas
$1.09M +$27.6K +1,060 +3%
OCG
400
Opus Capital Group
Ohio
$1.08M -$313 -12 -0%
14 15
16
17 18