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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 %
BA
451
Bristlecone Advisors
Washington
$732K -$35.3K -1,416 -5%
NCM
452
Northwest Capital Management
Oregon
$732K +$123K +4,940 +20%
VFA
453
Valeo Financial Advisors
Indiana
$731K +$3.39K +136 +0.5%
BJ
454
Brouwer & Janachowski
California
$730K -$30.6K -1,228 -4%
AWA
455
Acorn Wealth Advisors
Michigan
$730K +$1.99K +80 +0.3%
AAS
456
Avantax Advisory Services
Texas
$728K +$22.9K +924 +3%
FA
457
FDx Advisors
Illinois
$723K +$25.8K +1,036 +4%
OFS
458
Oldfather Financial Services
Nebraska
$723K +$235K +9,336 +48%
WCM
459
Wealthcare Capital Management
Virginia
$722K -$9.47K -380 -1%
SIC
460
Sigma Investment Counselors
Michigan
$713K -$86.2K -3,460 -11%
MCC
461
Money Concepts Capital
Florida
$713K -$85.4K -3,428 -11%
CAMG
462
CWA Asset Management Group
Florida
$710K – – –
AL
463
ACAS LLC
California
$710K +$710K +28,508 New
BDFN
464
Bond & Devick Financial Network
Minnesota
$708K +$9.97K +400 +1%
BPM
465
Bowling Portfolio Management
Ohio
$703K -$64.6K -2,592 -8%
PNC Financial Services Group
466
PNC Financial Services Group
Pennsylvania
$698K -$5.58K -224 -0.8%
FLPIM
467
F.L. Putnam Investment Management
Massachusetts
$697K +$269K +10,808 +63%
SFG
468
Sunburst Financial Group
Alabama
$695K -$14.9K -596 -2%
EAM
469
Evanson Asset Management
California
$694K +$220K +8,840 +47%
DTC
470
Davidson Trust Company
Washington
$689K – – –
CHJWM
471
Carlton Hofferkamp & Jenks Wealth Management
Texas
$686K -$1.66K -64 -0.2%
MMA
472
Miracle Mile Advisors
California
$678K -$45.8K -1,836 -6%
CCM
473
Condor Capital Management
New Jersey
$677K -$69.1K -2,776 -9%
BIA
474
Bigelow Investment Advisors
Maine
$676K -$164K -6,592 -20%
TFA
475
Teamwork Financial Advisors
Texas
$673K -$359K -14,420 -35%
17 18
19
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