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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 %
HPA
651
High Probability Advisors
New York
$230K – – –
AAS
652
Annex Advisory Services
Wisconsin
$230K +$16.8K +644 +8%
JWM
653
Jeppson Wealth Management
California
$228K – – –
ECG
654
Edge Capital Group
Georgia
$228K +$209 +8 +0.1%
FMN
655
Financial Management Network
California
$227K -$15.1K -580 -6%
AWM
656
Altium Wealth Management
New York
$226K – – –
JLBC
657
J.L. Bainbridge & Co
Florida
$226K +$104 +4 +0%
MWP
658
Meridian Wealth Partners
Pennsylvania
$226K +$3.44K +132 +2%
DADC
659
D.A. Davidson & Co
Montana
$225K – – –
NHC
660
Nicholas Hoffman & Company
Georgia
$225K +$312 +12 +0.1%
TCA
661
Transcend Capital Advisors
New Jersey
$225K +$9.97K +384 +5%
SWM
662
Soundmark Wealth Management
Washington
$223K -$1.46K -56 -0.6%
FLA
663
Financial Life Advisors
Texas
$220K -$49.4K -1,896 -18%
MCM
664
Maryland Capital Management
Maryland
$220K +$220K +8,448 New
KL
665
KWMG LLC
Kansas
$219K – – –
AIM
666
AMI Investment Management
Indiana
$216K -$21.3K -820 -9%
Prudential Financial
667
Prudential Financial
New Jersey
$214K -$17.5K -672 -8%
SCA
668
STALEY CAPITAL ADVISERS
Pennsylvania
$213K – – –
FWM
669
Frontier Wealth Management
Missouri
$213K +$1.67K +64 +0.8%
TIM
670
Total Investment Management
Arizona
$213K +$213K +8,172 New
RDFA
671
Ritter Daniher Financial Advisory
Ohio
$212K -$36.2K -1,392 -15%
RF
672
Robbins Farley
New Hampshire
$212K +$15.2K +584 +8%
GG
673
Gofen & Glossberg
Illinois
$212K +$212K +8,128 New
ATPW
674
Ashton Thomas Private Wealth
Arizona
$210K +$210K +8,080 New
SFS
675
Strategic Financial Services
New York
$210K -$11.3K -436 -5%
25 26
27
28 29