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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 %
MA
576
Modus Advisors
Minnesota
$364K +$60.5K +2,424 +20%
FG
577
Fiduciary Group
Georgia
$363K -$3.49K -136 -1%
BFC
578
Bedel Financial Consulting
Indiana
$361K +$149K +5,976 +70%
Rockefeller Capital Management
579
Rockefeller Capital Management
New York
$341K +$123K +4,972 +57%
PAM
580
Premier Asset Management
Illinois
$333K -$54.8K -2,200 -14%
SAM
581
Sawgrass Asset Management
Florida
$331K – – –
FCA
582
FinTrust Capital Advisors
South Carolina
$321K -$3.89K -156 -1%
CW
583
CreativeOne Wealth
Kansas
$321K +$18.3K +736 +6%
LNB
584
Ledyard National Bank
$319K -$33.6K -1,348 -10%
LF
585
LifeSteps Financial
California
$315K -$4.69K -188 -1%
NA
586
Nottingham Advisors
New York
$314K – – –
SF
587
Summit Financial
New Jersey
$313K -$11K -440 -3%
SW
588
SVB Wealth
Massachusetts
$313K +$313K +12,580 New
NCM
589
Novare Capital Management
North Carolina
$308K +$34.1K +1,368 +12%
JWS
590
Juncture Wealth Strategies
Arizona
$306K -$101K -4,096 -25%
SWA
591
SFMG Wealth Advisors
Texas
$305K +$698 +28 +0.2%
PFM
592
Peak Financial Management
Massachusetts
$304K -$15.6K -628 -5%
AL
593
Aspiriant LLC
California
$296K – – –
MAS
594
Madden Advisory Services
Florida
$291K -$92.7K -3,716 -24%
M&T Bank
595
M&T Bank
New York
$286K -$191K -7,664 -40%
PFA
596
Pure Financial Advisors
California
$284K -$6.18K -248 -2%
NCMW
597
Northern Capital Management (Washington)
Washington
$284K -$100 -4 -0%
RG
598
Retirement Group
California
$281K +$69.7K +2,800 +33%
WWM
599
Western Wealth Management
Colorado
$280K +$24.8K +996 +10%
Wolverine Trading
600
Wolverine Trading
Illinois
$279K +$279K +11,288 New
22 23
24
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