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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
1
Bank of America
North Carolina
$876M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$99.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$88.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.2M
5
H
5
HoyleCohen
California
$21.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.95B
2
PCA
2
Personal Capital Advisors
California
$344M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$144M
4
SKK
4
Shepherd Kaplan Krochuk
Massachusetts
$6.35M
5
KAS
5
Kestra Advisory Services
Texas
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$16M +$1.58M +63,548 +11%
1832 Asset Management
52
1832 Asset Management
Ontario, Canada
$15.9M +$15.9M +640,000 New
JWM
53
Janiczek Wealth Management
Colorado
$15.6M +$1.74M +69,636 +13%
PMG
54
ProVise Management Group
Florida
$15.1M -$209K -8,404 -1%
BFG
55
Bouchey Financial Group
New York
$14.8M +$317K +12,724 +2%
EHPM
56
Emery Howard Portfolio Management
California
$14.8M -$685K -27,500 -4%
MM
57
Meridian Management
Arkansas
$14.8M +$333K +13,356 +2%
SFA
58
Sequoia Financial Advisors
Ohio
$14.7M -$3.43M -137,552 -19%
BSB
59
Bangor Savings Bank
Maine
$14.6M -$551K -22,104 -4%
BWA
60
Burt Wealth Advisors
Maryland
$14.6M -$238K -9,536 -2%
SFS
61
Summit Financial Strategies
Ohio
$14.1M -$897K -36,244 -6%
SPA
62
Sentinel Pension Advisors
Massachusetts
$14M +$13.3M +1,164,364 +1,951%
NIC
63
Northwest Investment Counselors
Oregon
$13.8M -$123K -4,920 -0.9%
PEA
64
Pacific Edge Advisors
California
$13.7M +$1.06M +42,360 +8%
AG
65
Appleton Group
Wisconsin
$13.5M +$1.13M +45,444 +9%
AWM
66
Adams Wealth Management
Utah
$13.4M +$2.93M +117,424 +28%
NSAM
67
North Star Asset Management
Wisconsin
$13.1M +$637K +25,548 +5%
MA
68
MUFG Americas
New York
$12.8M +$173K +6,928 +1%
Truist Financial
69
Truist Financial
North Carolina
$12.6M +$1.76M +70,540 +16%
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$12.4M +$130K +5,212 +1%
CCA
71
Clearwater Capital Advisors
Illinois
$11.7M -$1.02M -40,832 -8%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$11.5M +$143K +5,740 +1%
SFG
73
Sage Financial Group
Pennsylvania
$11.3M -$219K -8,776 -2%
TWM
74
Tradition Wealth Management
Minnesota
$11.3M -$867K -34,804 -7%
QI
75
QS Investors
New York
$11.2M -$5.33M -213,992 -32%
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