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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 %
ACA
676
Aptus Capital Advisors
Alabama
$114K -$42.9K -1,724 -27%
Carson Wealth (CWM LLC)
677
Carson Wealth (CWM LLC)
Nebraska
$108K – – –
JPMorgan Chase & Co
678
JPMorgan Chase & Co
New York
$108K +$102K +4,060 +1,586%
OIA
679
Optimum Investment Advisors
Illinois
$106K -$9.33K -376 -8%
S
680
SignatureFD
Georgia
$105K +$49.6K +1,992 +89%
CAL
681
Capital Advisors Ltd
Ohio
$105K +$98.8K +3,956 +1,595%
OFG
682
Oxford Financial Group
Indiana
$103K +$1K +40 +1%
Simplex Trading
683
Simplex Trading
Illinois
$102K +$102K +4,120 New
CAM
684
Costello Asset Management
Pennsylvania
$101K – – –
FPW
685
Flagship Private Wealth
Massachusetts
$98.2K -$102 -4 -0.1%
CFGS
686
Concourse Financial Group Securities
Alabama
$95K +$95K +3,796 New
US Bancorp
687
US Bancorp
Minnesota
$94K +$501 +20 +0.5%
PP
688
PDS Planning
Ohio
$91K +$1.6K +64 +2%
SFSIG
689
San Francisco Sentry Investment Group
California
$90K – – –
CCA
690
Column Capital Advisors
Indiana
$89K – – –
SPIA
691
Steward Partners Investment Advisory
New York
$87.7K +$61.9K +2,484 +240%
TSW
692
Thompson Siegel & Walmsley
Virginia
$85K – – –
FHA
693
First Horizon Advisors
Tennessee
$85K +$12.5K +504 +17%
CPFP
694
Clear Perspectives Financial Planning
Ohio
$81K – – –
FFA
695
Freedman Financial Associates
Massachusetts
$78K – – –
TWA
696
TCI Wealth Advisors
Arizona
$78K +$8.97K +360 +13%
Citigroup
697
Citigroup
New York
$77K +$59.1K +2,380 +331%
GCM
698
Gables Capital Management
Florida
$75K – – –
RFA
699
Reilly Financial Advisors
California
$75K +$8.38K +336 +13%
TFS
700
TrustCore Financial Services
Tennessee
$74K -$118K -4,752 -62%
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