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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 %
FFA
801
Founders Financial Alliance
North Carolina
$2K +$2K +64 New
PFA
802
Professional Financial Advisors
Nebraska
$2K +$2K +68 New
FCFS
803
First Command Financial Services
Texas
$2K +$2K +92 New
FCB
804
First Command Bank
Texas
$2K +$2K +92 New
TFM
805
TFC Financial Management
Massachusetts
$1K – – –
FP
806
Fiduciary Planning
Florida
$1K – – –
BCMIO
807
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
LDFR
808
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
MIM
809
Macroview Investment Management
Maryland
$1K +$571 +16 +133%
PCA
810
Providence Capital Advisors
North Carolina
$1K +$1K +40 New
DOA
811
D'Orazio & Associates
Virginia
$1K +$1K +60 New
BMD
812
Better Money Decisions
New Mexico
$1K +$1K +60 New
KFS
813
Kelly Financial Services
Massachusetts
$307 – – –
SWM
814
Sugarloaf Wealth Management
Georgia
$46 -$1 -20 -1%
WIM
815
Westside Investment Management
California
$6 +$3 +152 +131%
FFN
816
Focus Financial Network
Minnesota
– -$10M -450,456 Closed
AAM
817
Ascension Asset Management
New York
– -$9.56M -429,700 Closed
ABC
818
Associated Banc-Corp
Wisconsin
– -$3.58M -161,096 Closed
AI
819
Atria Investments
North Carolina
– -$3.07M -138,132 Closed
PPA
820
Parametric Portfolio Associates
Washington
– -$2.15M -96,524 Closed
FTUS
821
Flow Traders U.S.
New York
– -$1.6M -72,112 Closed
FI
822
FormulaFolio Investments
Michigan
– -$1.55M -69,612 Closed
PFM
823
Phillips Financial Management
Indiana
– -$1.27M -57,004 Closed
LWM
824
Laidlaw Wealth Management
New York
– -$1.21M -54,404 Closed
HT
825
HAP Trading
New York
– -$1.16M -52,072 Closed
31 32
33
34 35