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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 %
CGFA
626
Colton Groome Financial Advisors
North Carolina
$239K +$239K +9,576 New
RDFA
627
Ritter Daniher Financial Advisory
Ohio
$238K -$63K -2,528 -21%
SCM
628
Stordahl Capital Management
Colorado
$238K -$60.6K -2,432 -20%
GW
629
GW & Wade
Massachusetts
$236K +$236K +9,484 New
PP
630
Patten & Patten
Tennessee
$234K -$3.69K -148 -2%
AIP
631
Almanack Investment Partners
Pennsylvania
$233K -$227K -9,108 -49%
TI
632
Trexquant Investment
Connecticut
$230K +$230K +9,220 New
RIS
633
Retirement Income Solutions
Michigan
$229K – – –
AIM
634
AMI Investment Management
Indiana
$227K -$29.8K -1,200 -12%
Janney Montgomery Scott
635
Janney Montgomery Scott
Pennsylvania
$224K +$224K +9,008 New
Prudential Financial
636
Prudential Financial
New Jersey
$222K +$222K +8,892 New
MG
637
McCutchen Group
Washington
$222K +$222K +8,912 New
HPA
638
High Probability Advisors
New York
$220K +$220K +8,840 New
MCP
639
Mirador Capital Partners
California
$219K +$219K +8,800 New
ECG
640
Edge Capital Group
Georgia
$218K -$29.7K -1,192 -12%
JWM
641
Jeppson Wealth Management
California
$218K +$218K +8,760 New
PFP
642
Pinnacle Financial Partners
Tennessee
$216K +$800 +36 +0.4%
Deutsche Bank
643
Deutsche Bank
Germany
$216K +$126K +5,064 +141%
JLBC
644
J.L. Bainbridge & Co
Florida
$216K +$216K +8,672 New
KL
645
KWMG LLC
Kansas
$216K +$216K +8,680 New
AWM
646
Altium Wealth Management
New York
$216K +$216K +8,680 New
NHC
647
Nicholas Hoffman & Company
Georgia
$215K -$33.7K -1,356 -14%
DADC
648
D.A. Davidson & Co
Montana
$215K -$12.6K -508 -6%
LF
649
Lee Financial
Texas
$214K -$1.13M -45,420 -84%
SFS
650
Sowell Financial Services
Arkansas
$214K -$55.2K -2,176 -21%
24 25
26
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