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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 %
Citadel Advisors
826
Citadel Advisors
Florida
– -$988K -44,388 Closed
AFAS
827
Acorn Financial Advisory Services
Virginia
– -$807K -36,280 Closed
SS
828
Simplicity Solutions
Minnesota
– -$802K -36,044 Closed
TSS
829
Two Sigma Securities
New York
– -$656K -29,464 Closed
PWS
830
Peloton Wealth Strategists
Indiana
– -$473K -21,280 Closed
SF
831
Synovus Financial
Georgia
– -$436K -19,580 Closed
GSC
832
Ground Swell Capital
South Carolina
– -$392K -17,604 Closed
SP
833
SWS Partners
Ohio
– -$294K -13,200 Closed
Calamos Advisors
834
Calamos Advisors
Illinois
– -$291K -13,092 Closed
FWCM
835
Ferguson Wellman Capital Management
Oregon
– -$273K -12,248 Closed
FPCG
836
Fort Pitt Capital Group
Pennsylvania
– -$268K -12,032 Closed
KCM
837
Kathmere Capital Management
Pennsylvania
– -$252K -11,308 Closed
PWM
838
Praetorian Wealth Management
California
– -$224K -10,072 Closed
LNWWM
839
Laird Norton Wetherby Wealth Management
California
– -$213K -9,564 Closed
Fisher Asset Management
840
Fisher Asset Management
Washington
– -$209K -9,408 Closed
OPA
841
Old Port Advisors
Maine
– -$203K -9,260 Closed
Millennium Management
842
Millennium Management
New York
– -$205K -9,228 Closed
D
843
Diversified
Delaware
– -$143K -6,192 Closed
CDIA
844
Capital Directions Investment Advisors
Georgia
– -$117K -5,272 Closed
PFO
845
Pathstone Family Office
New Jersey
– -$89K -4,000 Closed
FCH
846
Freestone Capital Holdings
Washington
– -$77.1K -3,464 Closed
PWPS
847
Pinnacle Wealth Planning Services
Ohio
– -$62K -2,768 Closed
HWA
848
HCR Wealth Advisors
California
– -$61K -2,732 Closed
TPWA
849
TRUE Private Wealth Advisors
Oregon
– -$42K -1,912 Closed
IA
850
Inspire Advisors
Idaho
– -$35K -1,572 Closed
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