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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 %
HWMA
401
Heritage Wealth Management (Arizona)
Arizona
$1.08M +$1.08M +41,568 New
CAM
402
Cozad Asset Management
Illinois
$1.08M – – –
MMHP
403
Murphy Middleton Hinkle & Parker
Georgia
$1.07M +$290K +11,148 +37%
HWA
404
Heritage Way Advisors
Illinois
$1.07M +$43.3K +1,664 +4%
PWW
405
Pettyjohn Wood & White
Virginia
$1.06M +$19.8K +760 +2%
CAS
406
Cascadia Advisory Services
Oregon
$1.06M +$13.8K +528 +1%
CAL
407
Capital Analysts LLC
Pennsylvania
$1.06M +$4.27K +164 +0.4%
RPG
408
Resource Planning Group
Georgia
$1.05M -$64.7K -2,484 -6%
TCM
409
Twele Capital Management
Minnesota
$1.02M -$56.2K -2,160 -5%
AFAS
410
Acorn Financial Advisory Services
Virginia
$1.02M +$1.02M +39,172 New
BlackRock
411
BlackRock
New York
$1.01M -$58.2K -2,236 -5%
NL
412
NWAM LLC
Washington
$1M -$92.3K -3,544 -8%
OCM
413
One Capital Management
California
$995K -$17.3K -664 -2%
AIC
414
Ameritas Investment Company
Nebraska
$990K -$481K -6,244 -33%
IFS
415
Ifrah Financial Services
Arkansas
$984K -$21K -808 -2%
GTAM
416
Global Trust Asset Management
Florida
$978K +$165K +6,332 +20%
CWA
417
Cornerstone Wealth Advisors
Minnesota
$969K -$141K -5,360 -13%
CFO
418
CVA Family Office
Colorado
$969K +$104 +4 +0%
FCM
419
Fortis Capital Management
Washington
$965K +$124K +4,780 +15%
CG
420
Colony Group
Massachusetts
$959K -$463K -17,800 -33%
ACG
421
Allen Capital Group
Nebraska
$953K -$3.54K -136 -0.4%
CP
422
Camelot Portfolios
Ohio
$939K -$3.23K -124 -0.3%
CPIG
423
Chicago Partners Investment Group
Illinois
$936K +$80.2K +3,184 +9%
BO
424
BRR OpCo
Ohio
$936K +$726K +27,864 +346%
CC
425
Copperleaf Capital
North Carolina
$932K +$3.34K +128 +0.4%
15 16
17
18 19