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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 %
WI
601
Wedgewood Investors
Pennsylvania
$277K +$597 +24 +0.2%
AA
602
Apriem Advisors
California
$274K -$2.89K -116 -1%
GWCM
603
Godshalk Welsh Capital Management
Pennsylvania
$274K – – –
APWM
604
Atlas Private Wealth Management
New York
$272K -$9.97K -400 -4%
CAG
605
Compass Advisory Group
New York
$265K +$598 +24 +0.2%
MF
606
Manchester Financial
California
$261K -$50.3K -2,016 -16%
FWI
607
Facet Wealth Inc
Maryland
$261K +$261K +10,460 New
BJL
608
Brighton Jones LLC
Washington
$261K +$261K +10,480 New
MA
609
MONECO Advisors
Connecticut
$261K +$261K +10,484 New
SSCA
610
South Shore Capital Advisors
Massachusetts
$259K +$259K +10,392 New
FLA
611
Financial Life Advisors
Texas
$258K – – –
RWA
612
River Wealth Advisors
Pennsylvania
$258K +$258K +10,352 New
SCM
613
SOL Capital Management
Maryland
$251K -$5.78K -232 -2%
SWP
614
Stratos Wealth Partners
Ohio
$248K +$248K +9,964 New
MSR
615
Main Street Research
Connecticut
$247K -$71.6K -2,876 -22%
KP
616
Keel Point
Alabama
$247K +$247K +9,912 New
BFM
617
Broadview Financial Management
Wisconsin
$245K -$38.4K -1,540 -14%
FA
618
Fagan Associates
New York
$245K – – –
CFA
619
Capstone Financial Advisors
Illinois
$245K +$1.1K +44 +0.4%
BIM
620
Baldwin Investment Management
Pennsylvania
$245K +$2.79K +112 +1%
HFA
621
Hoover Financial Advisors
Pennsylvania
$244K -$36.8K -1,472 -13%
HCM
622
Hengehold Capital Management
Ohio
$241K +$241K +9,660 New
FMN
623
Financial Management Network
California
$240K +$412 +16 +0.2%
EVC
624
Eidelman Virant Capital
Missouri
$239K +$239K +9,532 New
EWA
625
Exencial Wealth Advisors
Oklahoma
$239K +$239K +9,576 New
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25
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