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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 %
GRP
526
Global Retirement Partners
California
$467K +$191K +7,648 +69%
DP
527
DDD Partners
Washington
$466K -$154K -6,180 -25%
WW
528
Waterfront Wealth
Kansas
$464K +$908 +36 +0.2%
DWP
529
Destiny Wealth Partners
Florida
$464K +$23.1K +928 +5%
LA
530
LexAurum Advisors
Kansas
$464K +$464K +18,620 New
EH
531
Equitable Holdings
New York
$456K +$41.3K +1,656 +10%
SAM
532
Secure Asset Management
Michigan
$453K -$82.1K -3,296 -15%
BFPW
533
BOK Financial Private Wealth
Colorado
$453K -$40.1K -1,608 -8%
WOC
534
West Oak Capital
California
$449K -$38.4K -1,544 -8%
CCM
535
Carlson Capital Management
Minnesota
$448K -$14.5K -580 -3%
SMG
536
Spectrum Management Group
Indiana
$445K -$46.7K -1,872 -9%
BWM
537
Blossom Wealth Management
California
$444K +$119K +4,792 +37%
PCM
538
Parsons Capital Management
Rhode Island
$443K -$3.89K -156 -0.9%
LJAC
539
L.J. Altfest & Co
New York
$439K -$4.38K -176 -1%
HI
540
Hendershot Investments
Virginia
$437K +$8.57K +344 +2%
HHRDM
541
H&H Retirement Design & Management
Nevada
$436K +$436K +17,280 New
PFBT
542
Parkside Financial Bank & Trust
Missouri
$426K +$100 +4 +0%
WP
543
WealthSource Partners
California
$426K +$46.4K +1,860 +12%
PIM
544
Penobscot Investment Management
Massachusetts
$424K – – –
SRC
545
Sage Rhino Capital
California
$424K – – –
FM
546
Family Management
New York
$424K +$46.7K +1,872 +12%
HTC
547
Haverford Trust Company
Pennsylvania
$420K +$420K +16,852 New
LIA
548
LBMC Investment Advisors
Tennessee
$419K +$55.3K +2,216 +15%
Bank of New York Mellon
549
Bank of New York Mellon
New York
$411K – – –
BCM
550
Boltwood Capital Management
California
$409K +$2.49K +100 +0.6%
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