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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 %
CPIG
426
Chicago Partners Investment Group
Illinois
$881K +$152K +5,848 +21%
DBRC
427
D.B. Root & Company
Pennsylvania
$869K -$41.6K -1,672 -5%
APSI
428
Asset Planning Services Inc
Louisiana
$851K -$82.3K -3,300 -9%
BBA
429
BLB&B Advisors
Pennsylvania
$850K -$83.2K -3,340 -9%
SAM
430
S.A. Mason
Michigan
$849K +$14.7K +592 +2%
PAM
431
Pegasus Asset Management
New York
$836K +$7.48K +300 +0.9%
BAM
432
Barrett Asset Management
New York
$834K +$437K +17,520 +110%
ASW
433
Astoria Strategic Wealth
Texas
$831K -$58.7K -2,356 -7%
FCM
434
Firestone Capital Management
Florida
$830K +$17K +684 +2%
FAIM
435
Financial Advocates Investment Management
Washington
$829K -$146K -5,880 -15%
RDWM
436
Red Door Wealth Management
Tennessee
$819K +$819K +32,748 New
BF
437
BOK Financial
Oklahoma
$808K -$31.8K -1,276 -4%
FCM
438
Fortis Capital Management
Washington
$804K +$158K +6,324 +24%
MAG
439
Mayfair Advisory Group
Alabama
$795K -$108K -4,296 -12%
AIM
440
Avity Investment Management
Connecticut
$787K +$30.9K +1,240 +4%
EK
441
Evensky & Katz
Florida
$786K -$160K -6,440 -17%
GTAM
442
Global Trust Asset Management
Florida
$778K -$73.6K -2,952 -9%
MCM
443
Manchester Capital Management
Vermont
$776K – – –
BW
444
Bison Wealth
Georgia
$776K +$22.3K +896 +3%
JAG
445
Journey Advisory Group
Kentucky
$776K +$68.3K +2,740 +10%
WIA
446
Wealthstreet Investment Advisors
Texas
$769K +$2.49K +100 +0.3%
KPWS
447
Kestra Private Wealth Services
Texas
$749K +$399 +16 +0.1%
MMHP
448
Murphy Middleton Hinkle & Parker
Georgia
$748K +$228K +9,148 +44%
FANJ
449
Financial Architects (New Jersey)
New Jersey
$734K -$7.38K -296 -1%
ACI
450
Alpha Cubed Investments
California
$734K – – –
16 17
18
19 20