SCHA icon

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 %
AWM
776
Aberdeen Wealth Management
Illinois
$10K – – –
WWM
777
Wagner Wealth Management
South Carolina
$10K – – –
SCA
778
Stonebridge Capital Advisors
Minnesota
$10K +$10K +400 New
FPS
779
Fieldpoint Private Securities
Connecticut
$10K +$10K +400 New
ME
780
McIlrath & Eck
Washington
$9K – – –
HCM
781
Horrell Capital Management
Arkansas
$9K – – –
GI
782
Gradient Investments
Minnesota
$8K -$9.04K -384 -53%
BAM
783
Bellevue Asset Management
Washington
$7K – – –
CCP
784
Clarkston Capital Partners
Michigan
$7K +$7K +300 New
RE
785
RBC Europe
United Kingdom
$6.58K +$6.58K +264 New
FA
786
Financial Advantage
Maryland
$6K – – –
JCM
787
Jacobi Capital Management
Pennsylvania
$6K – – –
OSAM
788
O'Shaughnessy Asset Management
Connecticut
$6K +$6K +248 New
GWS
789
Glassman Wealth Services
Virginia
$5K +$5K +220 New
HF
790
Halpern Financial
Virginia
$4.78K +$4.78K +192 New
FWM
791
Focused Wealth Management
New York
$4K – – –
CIM
792
Contravisory Investment Management
Massachusetts
$4K – – –
AC
793
AlphaCore Capital
California
$4K – – –
ACA
794
Atlas Capital Advisors
Wyoming
$3.99K – – –
WFA
795
West Financial Advisors
Iowa
$3K – – –
TLFA
796
True Link Financial Advisors
California
$3K – – –
TRCT
797
Tower Research Capital (TRC)
New York
$2K -$766K -35,232 -100%
1IA
798
1834 Investment Advisors
Wisconsin
$2K -$2K -76 -50%
MSFP
799
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
OAJ
800
Ogorek Anthony Joseph
New York
$2K – – –
30 31
32
33 34