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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 %
EPM
751
Elm Partners Management
Pennsylvania
$20K – – –
BWM
752
Baystate Wealth Management
Massachusetts
$20K +$100 +4 +0.5%
APWA
753
Atlas Private Wealth Advisors
New Jersey
$20K +$12.5K +504 +168%
BC
754
Barnett & Company
Tennessee
$20K +$20K +800 New
NG
755
NWK Group
California
$19K – – –
SIS
756
Sound Income Strategies
Florida
$18.2K +$18.2K +732 New
MA
757
MCF Advisors
Kentucky
$18K – – –
PSB
758
Piscataqua Savings Bank
New Hampshire
$18K +$18K +724 New
CA
759
Clearstead Advisors
Ohio
$17K -$1.48K -60 -8%
AWM
760
Accel Wealth Management
Iowa
$17K – – –
TCM
761
TD Capital Management
Tennessee
$17K – – –
HFS
762
Hantz Financial Services
Michigan
$16K +$1.5K +60 +10%
CTC
763
Central Trust Company
Missouri
$16K +$16K +628 New
PWM
764
Prentice Wealth Management
New York
$16K +$16K +636 New
JFGIW
765
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$16K +640 New
SWA
766
SOA Wealth Advisors
New York
$15K – – –
WP
767
WealthShield Partners
North Carolina
$15K +$15K +592 New
CMA
768
Cedar Mountain Advisors
Oregon
$14K -$1.2K -48 -8%
HI
769
Hoey Investments
Pennsylvania
$14K – – –
CCM
770
Covington Capital Management
California
$13K – – –
APW
771
Acima Private Wealth
Virginia
$13K – – –
ATC
772
Adirondack Trust Company
New York
$13K +$13K +524 New
GFPC
773
Global Financial Private Client
Florida
$12.5K – – –
HNB
774
Huntington National Bank
Ohio
$12K -$11K – –
EI
775
Ellevest Inc
New York
$12K – – –
29 30
31
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