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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 %
FC
576
Fusion Capital
South Carolina
$373K -$15.7K -604 -4%
SFG
577
Sovereign Financial Group
Connecticut
$372K – – –
CW
578
CreativeOne Wealth
Kansas
$372K +$36.9K +1,416 +11%
FRA
579
Front Row Advisors
California
$368K +$1.37K +56 +0.4%
WWM
580
Western Wealth Management
Colorado
$367K +$74.5K +2,868 +25%
SPA
581
Sentinel Pension Advisors
Massachusetts
$366K -$31.5M -1,209,988 -99%
BFC
582
Bedel Financial Consulting
Indiana
$365K -$11.8K -452 -3%
CA
583
Continuum Advisory
Idaho
$364K +$364K +13,968 New
PPA
584
Parametric Portfolio Associates
Washington
$360K +$360K +13,828 New
PAM
585
Premier Asset Management
Illinois
$356K +$7.3K +280 +2%
FG
586
Fiduciary Group
Georgia
$352K -$2.1K -84 -0.6%
KFA
587
Kelleher Financial Advisors
New York
$350K +$350K +13,448 New
SW
588
SVB Wealth
Massachusetts
$343K +$15.4K +592 +5%
SAM
589
Sawgrass Asset Management
Florida
$342K -$4.17K -160 -1%
PCM
590
Pennsylvania Capital Management
Pennsylvania
$342K +$342K +13,240 New
YIH
591
Y-Intercept (HK)
Hong Kong
$336K +$336K +12,884 New
LNB
592
Ledyard National Bank
$333K – – –
LF
593
LifeSteps Financial
California
$331K +$2.19K +84 +0.7%
William Blair & Company
594
William Blair & Company
Illinois
$330K +$195K +7,492 +144%
NA
595
Nottingham Advisors
New York
$328K – – –
RF
596
RHS Financial
California
$328K +$328K +12,608 New
PP
597
Palladium Partners
Virginia
$327K -$75.3K -2,888 -19%
Qube Research & Technologies (QRT)
598
Qube Research & Technologies (QRT)
United Kingdom
$323K +$323K +12,420 New
NCM
599
Novare Capital Management
North Carolina
$322K +$209 +8 +0.1%
SWA
600
SFMG Wealth Advisors
Texas
$319K +$729 +28 +0.2%
22 23
24
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