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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 %
RDWM
701
Red Door Wealth Management
Tennessee
$111K -$735K -28,452 -87%
LFG
702
Larson Financial Group
Missouri
$111K -$8.93K -344 -7%
US Bancorp
703
US Bancorp
Minnesota
$111K +$12.7K +484 +13%
CAL
704
Capital Advisors Ltd
Ohio
$110K +$105 +4 +0.1%
VCM
705
Vigilant Capital Management
Maine
$110K +$42.6K +1,636 +63%
AWA
706
Arkadios Wealth Advisors
Georgia
$110K +$78.3K +3,008 +247%
Carson Wealth (CWM LLC)
707
Carson Wealth (CWM LLC)
Nebraska
$108K – – –
CFGS
708
Concourse Financial Group Securities
Alabama
$107K +$8.22K +316 +8%
CAM
709
Costello Asset Management
Pennsylvania
$102K -$3.76K -144 -4%
AC
710
Arjuna Capital
North Carolina
$102K +$102K +3,920 New
FPW
711
Flagship Private Wealth
Massachusetts
$98.6K – – –
SFSIG
712
San Francisco Sentry Investment Group
California
$94K – – –
CCA
713
Column Capital Advisors
Indiana
$93K – – –
TSW
714
Thompson Siegel & Walmsley
Virginia
$89K – – –
FHA
715
First Horizon Advisors
Tennessee
$89K – – –
LF
716
Lee Financial
Texas
$85K -$139K -5,320 -62%
CPFP
717
Clear Perspectives Financial Planning
Ohio
$85K – – –
SL
718
Savior LLC
Massachusetts
$85K +$8.99K +344 +12%
FFA
719
Freedman Financial Associates
Massachusetts
$84K +$3.12K +120 +4%
FCA
720
FinTrust Capital Advisors
South Carolina
$83K -$253K -9,696 -75%
GCM
721
Gables Capital Management
Florida
$79K – – –
CP
722
Castleview Partners
Texas
$79K +$79K +3,036 New
PP
723
PDS Planning
Ohio
$76K -$18.8K -724 -20%
RFA
724
Reilly Financial Advisors
California
$76K -$2.51K -96 -3%
BC
725
Burleson & Co
California
$72K -$935 -36 -1%
27 28
29
30 31