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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 %
ACM
501
Armbruster Capital Management
New York
$553K -$1.5K -60 -0.3%
TAM
502
Townsend Asset Management
North Carolina
$553K +$14.3K +576 +3%
CAG
503
Curtis Advisory Group
California
$549K -$11.9K -476 -2%
IWS
504
Insight Wealth Strategies
California
$548K +$548K +21,984 New
VVP
505
Venture Visionary Partners
Ohio
$546K -$87.7K -3,524 -14%
GDP
506
Great Diamond Partners
Maine
$546K +$38.7K +1,552 +8%
MWM
507
Madison Wealth Management
Ohio
$544K +$2.69K +108 +0.5%
CIC
508
Carnegie Investment Counsel
Ohio
$541K +$20K +804 +4%
LB
509
Legacy Bridge
Iowa
$525K – – –
TIA
510
Tiemann Investment Advisors
California
$521K -$12.5K -500 -2%
GWM
511
Gray Wealth Management
Maine
$516K – – –
MPM
512
Meritage Portfolio Management
Kansas
$516K +$516K +20,704 New
APW
513
Aurora Private Wealth
New Jersey
$511K +$511K +20,512 New
LWANC
514
Laurel Wealth Advisors (North Carolina)
North Carolina
$507K -$21.4K -860 -4%
SWM
515
Stockman Wealth Management
Montana
$505K -$139K -5,580 -22%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$503K +$1.49K +60 +0.3%
RPA
517
Rock Point Advisors
Vermont
$501K -$15.4K -620 -3%
APP
518
Avantax Planning Partners
Iowa
$499K -$7.28K -292 -1%
VCP
519
Vista Capital Partners
Oregon
$496K +$3.59K +144 +0.7%
SBIA
520
Sheaff Brock Investment Advisors
Indiana
$493K -$18.1K -728 -4%
AFA
521
American Financial Advisors
Georgia
$490K +$698 +28 +0.1%
FC
522
Forte Capital
New York
$488K +$7.67K +308 +2%
BL
523
BCWM LLC
Kansas
$484K -$12.7K -508 -3%
CCM
524
Crew Capital Management
Ohio
$482K +$482K +19,360 New
AIC
525
Ameritas Investment Company
Nebraska
$476K +$166K +6,664 +54%
19 20
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