SCHA icon

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
Charles Schwab Investment Advisory
California
$4.33B
2
PFG
Piershale Financial Group
Illinois
$30.4M
3
Bank of America
Bank of America
North Carolina
$943M
4
PCA
Personal Capital Advisors
California
$386M
5
Charles Schwab
Charles Schwab
California
$297M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$30.1M
2
SEI Investments
SEI Investments
Pennsylvania
$336M
3
SPA
Sentinel Pension Advisors
Massachusetts
$366K
4
TCM
Tradewinds Capital Management
Washington
$6.82M
5
TI
Tidal Investments
Wisconsin
$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
426
Cetera Advisors
Colorado
$927K +$329K +12,628 +55%
DBRC
427
D.B. Root & Company
Pennsylvania
$920K +$11.7K +448 +1%
WT
428
Whittier Trust
California
$917K -$44.3K -1,700 -5%
SAM
429
S.A. Mason
Michigan
$909K +$20.7K +796 +2%
BA
430
Bridgewater Advisors
New York
$897K +$292K +11,204 +48%
LFA
431
Landmark Financial Advisors
Kentucky
$894K -$50.4K -1,936 -5%
TRCT
432
Tower Research Capital (TRC)
New York
$894K +$892K +34,252 +37,230%
APSI
433
Asset Planning Services Inc
Louisiana
$893K +$4.17K +160 +0.5%
BBA
434
BLB&B Advisors
Pennsylvania
$888K -$1.36K -52 -0.2%
FCM
435
Firestone Capital Management
Florida
$886K +$18.5K +712 +2%
BAM
436
Barrett Asset Management
New York
$875K +$3.75K +144 +0.4%
MAG
437
Mayfair Advisory Group
Alabama
$874K +$54.3K +2,084 +7%
PAM
438
Pegasus Asset Management
New York
$866K -$7.19K -276 -0.8%
American Century Companies
439
American Century Companies
Missouri
$861K -$1.9M -73,012 -69%
ASW
440
Astoria Strategic Wealth
Texas
$845K +$16.6K +668 +2%
BA
441
Bristlecone Advisors
Washington
$833K +$68.3K +2,624 +9%
GCA
442
Gradient Capital Advisors
California
$832K -$179K -6,856 -18%
BJL
443
Brighton Jones LLC
Washington
$831K +$558K +21,432 +205%
KPWS
444
Kestra Private Wealth Services
Texas
$820K +$37.5K +1,440 +5%
BW
445
Bison Wealth
Georgia
$815K +$4.17K +160 +0.5%
AIM
446
Avity Investment Management
Connecticut
$812K -$10.4K -400 -1%
MCM
447
Manchester Capital Management
Vermont
$811K – – –
RPGK
448
Retirement Planning Group (Kansas)
Kansas
$808K +$808K +31,016 New
LWAC
449
Laurel Wealth Advisors (California)
California
$803K +$138K +5,296 +21%
EK
450
Evensky & Katz
Florida
$802K -$19.5K -748 -2%
16 17
18
19 20