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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
$876M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$99.8M
3
Osaic Holdings
Osaic Holdings
Arizona
$88.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$44.2M
5
H
HoyleCohen
California
$21.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$3.95B
2
PCA
Personal Capital Advisors
California
$344M
3
Financial Engines Advisors
Financial Engines Advisors
California
$144M
4
SKK
Shepherd Kaplan Krochuk
Massachusetts
$6.35M
5
KAS
Kestra Advisory Services
Texas
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
701
Selective Wealth Management
Virginia
$74K +$198 +8 +0.3%
SL
702
Savior LLC
Massachusetts
$72K +$37.5K +1,516 +109%
WAP
703
Wealthcare Advisory Partners
Pennsylvania
$70K +$70K +2,800 New
BC
704
Burleson & Co
California
$70K +$70K +2,808 New
PB
705
Pinnacle Bancorp
Nebraska
$67K -$9.01K -360 -12%
AF
706
Allworth Financial
California
$65K +$64.5K +2,580 +12,900%
VCM
707
Vigilant Capital Management
Maine
$65K +$65K +2,592 New
PO
708
Private Ocean
California
$60K – – –
GT
709
Glenmede Trust
Pennsylvania
$57K +$8.2K +332 +17%
SIM
710
Sonora Investment Management
Arizona
$57K +$35.8K +1,440 +169%
PMFA
711
Plante Moran Financial Advisors
Michigan
$57K +$42.8K +1,724 +301%
CAC
712
Certified Advisory Corp
Florida
$57K +$57K +2,276 New
SQA
713
Simon Quick Advisors
New Jersey
$56K +$98 +4 +0.2%
EW
714
Evoke Wealth
California
$55K +$42.3K +1,700 +335%
BSG
715
Black Swift Group
Colorado
$52K +$52K +2,076 New
BCM
716
Blume Capital Management
California
$51K – – –
PK
717
Pflug Koory
Nebraska
$51K – – –
AWG
718
Altus Wealth Group
Colorado
$50K – – –
BCA
719
Berman Capital Advisors
Georgia
$50K +$1.48K +60 +3%
FP
720
Financial Perspectives
Minnesota
$49K +$48.5K +19,340 +9,867%
EVM
721
Eaton Vance Management
Massachusetts
$48K -$255K -10,332 -84%
CFA
722
Carroll Financial Associates
North Carolina
$44K -$2.73K -112 -6%
AA
723
Ancora Advisors
Ohio
$39K +$3.55K +144 +10%
TCOV
724
Trust Company of Vermont
Vermont
$38K – – –
CAAS
725
Capital Asset Advisory Services
Michigan
$38K +$8.41K +340 +28%
27 28
29
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