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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 %
EGWAG
476
Elwood & Goetz Wealth Advisory Group
Georgia
$666K -$20.9K -840 -3%
CA
477
Capital Advantage
California
$666K +$25.5K +1,024 +4%
NFG
478
Northeast Financial Group
Pennsylvania
$664K +$14K +560 +2%
GIA
479
GHP Investment Advisors
Colorado
$664K +$21.3K +856 +3%
AA
480
Alesco Advisors
New York
$663K -$124K -4,992 -16%
JC
481
Jentner Corp
Ohio
$661K -$82.7K -3,320 -11%
AO
482
Advisor OS
Illinois
$655K -$1.31M -52,636 -67%
WWM
483
Windsor Wealth Management
Indiana
$641K +$499 +20 +0.1%
LWAC
484
Laurel Wealth Advisors (California)
California
$637K -$1.28M -51,192 -67%
DWT
485
Dorsey & Whitney Trust
South Dakota
$635K – – –
VHAM
486
Van Hulzen Asset Management
California
$628K -$24.2K -972 -4%
AFS
487
Access Financial Services
Minnesota
$627K +$30.2K +1,212 +5%
PCWA
488
Pacific Capital Wealth Advisors
California
$625K +$115K +4,628 +23%
AFS
489
Annapolis Financial Services
Maryland
$608K -$5.78K -232 -0.9%
CIR
490
Clear Investment Research
Georgia
$606K -$997 -40 -0.2%
BTWM
491
Baker Tilly Wealth Management
Wisconsin
$603K +$603K +24,200 New
MCM
492
Mitchell Capital Management
Kansas
$596K -$81.2K -3,260 -12%
NFG
493
Next Financial Group
Texas
$592K -$51.2K -2,052 -8%
IA
494
IFG Advisory
Georgia
$591K +$119K +4,788 +25%
PD
495
Planning Directions
Pennsylvania
$577K +$998 +40 +0.2%
OPS
496
Orion Portfolio Solutions
Nebraska
$574K +$19.6K +788 +4%
CA
497
Cetera Advisors
Colorado
$572K +$228K +9,168 +67%
CWM
498
Campbell Wealth Management
Virginia
$569K +$11.5K +460 +2%
BA
499
Bridgewater Advisors
New York
$562K +$562K +23,236 New
WSTAM
500
Wilbanks Smith & Thomas Asset Management
Virginia
$553K -$8.27K -332 -1%
18 19
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