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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 %
HHRDM
551
H&H Retirement Design & Management
Nevada
$437K – – –
FM
552
Family Management
New York
$433K -$10K -384 -2%
CWS
553
Cypress Wealth Services
California
$431K -$835K -32,028 -66%
CA
554
Calton & Associates
Florida
$431K +$4.41K +168 +1%
AWM
555
Apollon Wealth Management
South Carolina
$425K +$36.9K +1,416 +9%
LJAC
556
L.J. Altfest & Co
New York
$424K -$34.8K -1,336 -8%
Northern Trust
557
Northern Trust
Illinois
$423K +$7.82K +300 +2%
CAM
558
Carret Asset Management
New York
$420K – – –
MA
559
MJP Associates
Connecticut
$418K +$1.04K +40 +0.2%
FPCG
560
Fort Pitt Capital Group
Pennsylvania
$418K +$418K +16,032 New
WCM
561
Weik Capital Management
Pennsylvania
$417K – – –
PFBT
562
Parkside Financial Bank & Trust
Missouri
$415K -$29.7K -1,140 -7%
MA
563
Modus Advisors
Minnesota
$413K +$32.6K +1,252 +9%
WIC
564
Whitegate Investment Counselors
New Hampshire
$411K -$3.75K -144 -0.9%
AIM
565
Acropolis Investment Management
Missouri
$404K +$14K +536 +4%
PG
566
Proffitt & Goodson
Tennessee
$403K – – –
AF
567
Allworth Financial
California
$400K +$332K +12,756 +491%
LIA
568
LBMC Investment Advisors
Tennessee
$398K -$39.9K -1,532 -9%
FNBOMD
569
First National Bank of Mount Dora
Florida
$396K – – –
SAM
570
Secure Asset Management
Michigan
$395K -$78.4K -3,012 -17%
TWM
571
Triton Wealth Management
Arizona
$388K -$17.2K -676 -4%
FM
572
Foster & Motley
Ohio
$386K -$21.3K -820 -5%
F
573
F3Logic
Minnesota
$383K – – –
SG
574
Somerset Group
Minnesota
$380K -$2.5K -96 -0.7%
G
575
Gainplan
Michigan
$377K -$22.3K -856 -6%
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