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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
1
Charles Schwab Investment Advisory
California
$4.33B
2
PFG
2
Piershale Financial Group
Illinois
$30.4M
3
Bank of America
3
Bank of America
North Carolina
$943M
4
PCA
4
Personal Capital Advisors
California
$386M
5
Charles Schwab
5
Charles Schwab
California
$297M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$30.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$336M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$366K
4
TCM
4
Tradewinds Capital Management
Washington
$6.82M
5
TI
5
Tidal Investments
Wisconsin
$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
601
BSW Wealth Partners
Colorado
$318K +$318K +12,200 New
PI
602
PEAK6 Investments
Illinois
$316K +$316K +12,124 New
BFA
603
Beacon Financial Advisory
Ohio
$313K +$313K +12,012 New
SF
604
Summit Financial
New Jersey
$312K -$15.4K -592 -5%
AL
605
Aspiriant LLC
California
$309K – – –
PFM
606
Peak Financial Management
Massachusetts
$307K -$10.5K -404 -3%
RWA
607
River Wealth Advisors
Pennsylvania
$305K +$35.7K +1,372 +13%
PFA
608
Pure Financial Advisors
California
$304K +$6.99K +268 +2%
M&T Bank
609
M&T Bank
New York
$299K – – –
FWI
610
Facet Wealth Inc
Maryland
$298K +$25.8K +992 +9%
NCMW
611
Northern Capital Management (Washington)
Washington
$294K -$3.02K -116 -1%
JCM
612
Jacobsen Capital Management
Utah
$293K -$115K -4,420 -28%
GLA
613
Great Lakes Advisors
Illinois
$291K +$291K +11,156 New
WI
614
Wedgewood Investors
Pennsylvania
$290K – – –
GWCM
615
Godshalk Welsh Capital Management
Pennsylvania
$290K +$15K +600 +5%
RG
616
Retirement Group
California
$289K -$5.21K -200 -2%
PLFAM
617
Pineno Levin & Ford Asset Management
Virginia
$289K +$289K +11,088 New
SWP
618
Stratos Wealth Partners
Ohio
$288K +$28.1K +1,076 +11%
MAS
619
Madden Advisory Services
Florida
$287K -$17K -652 -6%
APWM
620
Atlas Private Wealth Management
New York
$284K – – –
JWCA
621
J.W. Cole Advisors
Florida
$283K +$283K +10,864 New
CAG
622
Compass Advisory Group
New York
$278K +$522 +20 +0.2%
SSCA
623
South Shore Capital Advisors
Massachusetts
$271K – – –
SCM
624
SOL Capital Management
Maryland
$270K +$7.3K +280 +3%
AA
625
Apriem Advisors
California
$269K -$17.7K -680 -6%
23 24
25
26 27