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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 %
TCM
401
Twele Capital Management
Minnesota
$1.03M -$63.3K -2,540 -6%
CAM
402
Cozad Asset Management
Illinois
$1.03M – – –
BlackRock
403
BlackRock
New York
$1.02M -$96.1K -3,860 -9%
KAS
404
Kestra Advisory Services
Texas
$1.02M -$16M -641,764 -94%
CAL
405
Capital Analysts LLC
Pennsylvania
$1.01M +$175K +7,040 +21%
T
406
TRUADVICE
Florida
$1M -$1.17M -45,236 -54%
FWP
407
FAS Wealth Partners
Kansas
$999K +$14K +560 +1%
PWW
408
Pettyjohn Wood & White
Virginia
$997K +$88.2K +3,540 +10%
CAS
409
Cascadia Advisory Services
Oregon
$997K +$997K +40,008 New
WCFA
410
Walkner Condon Financial Advisors
Wisconsin
$996K +$26.4K +1,060 +3%
HWA
411
Heritage Way Advisors
Illinois
$983K +$7.78K +312 +0.8%
OCM
412
One Capital Management
California
$968K -$6.47K -260 -0.7%
GCA
413
Gradient Capital Advisors
California
$967K -$254K -10,176 -21%
IFS
414
Ifrah Financial Services
Arkansas
$961K -$105K -4,232 -10%
Fidelity Investments
415
Fidelity Investments
Massachusetts
$953K +$342K +13,728 +56%
CFO
416
CVA Family Office
Colorado
$927K +$10.8K +432 +1%
FWP
417
Firethorn Wealth Partners
Georgia
$922K +$922K +36,984 New
BI
418
Blooom Inc
Kansas
$920K -$464K -13,080 -34%
WT
419
Whittier Trust
California
$919K – – –
ACG
420
Allen Capital Group
Nebraska
$915K +$60.1K +2,412 +7%
SG
421
StoneX Group
New York
$914K +$30.1K +1,208 +3%
LFA
422
Landmark Financial Advisors
Kentucky
$904K -$13.2K -528 -1%
CP
423
Camelot Portfolios
Ohio
$901K -$110K -4,396 -11%
SSWM
424
Sheets Smith Wealth Management
North Carolina
$897K +$137K +5,508 +18%
CC
425
Copperleaf Capital
North Carolina
$888K +$888K +35,644 New
15 16
17
18 19