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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
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 %
CCM
476
Condor Capital Management
New Jersey
$695K -$12.8K -492 -2%
AO
477
Advisor OS
Illinois
$684K – – –
GRP
478
Global Retirement Partners
California
$681K +$193K +7,416 +40%
AAS
479
Avantax Advisory Services
Texas
$670K -$96.5K -3,692 -13%
WWM
480
Windsor Wealth Management
Indiana
$670K +$625 +24 +0.1%
ARC
481
Advisor Resource Council
Texas
$668K +$668K +25,664 New
MMA
482
Miracle Mile Advisors
California
$663K -$45.1K -1,732 -6%
EGWAG
483
Elwood & Goetz Wealth Advisory Group
Georgia
$663K -$33K -1,268 -5%
DWT
484
Dorsey & Whitney Trust
South Dakota
$659K -$5.73K -220 -0.9%
IWS
485
Insight Wealth Strategies
California
$659K +$86.7K +3,332 +15%
MPM
486
Meritage Portfolio Management
Kansas
$655K +$116K +4,460 +22%
NFG
487
Northeast Financial Group
Pennsylvania
$648K -$46.3K -1,776 -7%
VHAM
488
Van Hulzen Asset Management
California
$646K -$9.9K -380 -2%
CIR
489
Clear Investment Research
Georgia
$633K -$208 -8 -0%
WP
490
WealthSource Partners
California
$633K +$188K +7,220 +42%
AFS
491
Annapolis Financial Services
Maryland
$627K -$8.86K -340 -1%
MCM
492
Mitchell Capital Management
Kansas
$627K +$4.37K +168 +0.7%
CAG
493
Curtis Advisory Group
California
$625K +$50.9K +1,956 +9%
GDP
494
Great Diamond Partners
Maine
$624K +$53.4K +2,052 +9%
NFG
495
Next Financial Group
Texas
$616K -$1.77K -68 -0.3%
IA
496
IFG Advisory
Georgia
$613K -$4.69K -180 -0.8%
APW
497
Aurora Private Wealth
New Jersey
$610K +$76.2K +2,928 +14%
OPS
498
Orion Portfolio Solutions
Nebraska
$599K -$1.15K -44 -0.2%
CWM
499
Campbell Wealth Management
Virginia
$593K -$1.77K -68 -0.3%
WSTAM
500
Wilbanks Smith & Thomas Asset Management
Virginia
$588K +$9.69K +372 +2%
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