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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 %
MWP
651
Meridian Wealth Partners
Pennsylvania
$213K -$21.4K -860 -9%
SWM
652
Soundmark Wealth Management
Washington
$213K +$213K +8,620 New
SFS
653
Strategic Financial Services
New York
$212K +$212K +8,512 New
AAS
654
Annex Advisory Services
Wisconsin
$205K +$205K +8,172 New
VPIM
655
Vanguard Personalized Indexing Management
California
$204K +$204K +8,168 New
TCA
656
Transcend Capital Advisors
New Jersey
$204K +$204K +8,284 New
SCA
657
STALEY CAPITAL ADVISERS
Pennsylvania
$203K +$203K +8,160 New
FWM
658
Frontier Wealth Management
Missouri
$202K +$202K +8,116 New
ICG
659
InterOcean Capital Group
Tennessee
$201K -$66.5K -2,664 -25%
BO
660
BRR OpCo
Ohio
$201K +$201K +8,060 New
BWA
661
BDO Wealth Advisors
Florida
$195K – – –
RF
662
Robbins Farley
New Hampshire
$190K +$12.5K +496 +7%
ICM
663
Islay Capital Management
Texas
$184K – – –
RPCA
664
Running Point Capital Advisors
California
$178K +$299 +12 +0.2%
GWM
665
Geneos Wealth Management
Colorado
$172K – – –
SSB
666
Sandy Spring Bank
Maryland
$168K -$4.97K -200 -3%
HR
667
Howe & Rusling
New York
$167K – – –
NSIM
668
North Star Investment Management
Illinois
$166K – – –
FMII
669
Farmers & Merchants Investments Inc
Nebraska
$159K +$52.5K +2,112 +49%
LWA
670
Lenox Wealth Advisors
New York
$155K +$125K +5,040 +421%
CWC
671
Carolinas Wealth Consulting
North Carolina
$133K +$100 +4 +0.1%
William Blair & Company
672
William Blair & Company
Illinois
$130K -$9.81K -392 -7%
LAIC
673
Lederer & Associates Investment Counsel
California
$125K +$125K +5,000 New
SBSB
674
Sullivan, Bruyette, Speros & Blaney
Virginia
$120K – – –
LFG
675
Larson Financial Group
Missouri
$115K +$12.4K +500 +12%
25 26
27
28 29