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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 %
MAM
76
Marquette Asset Management
Minnesota
$11.1M -$758K -30,400 -6%
TWP
77
Treybourne Wealth Planners
Indiana
$11M -$8.47K -340 -0.1%
FNC
78
First National Corp
Massachusetts
$10.8M -$1.63M -65,272 -13%
ACA
79
Ascension Capital Advisors
Texas
$10.8M +$110K +4,428 +1%
AF
80
Advisornet Financial
Minnesota
$10.6M +$2.18M +87,468 +26%
OWM
81
Orgel Wealth Management
Wisconsin
$10.6M +$344K +13,792 +3%
PIMG
82
Patriot Investment Management Group
Tennessee
$10.6M +$5.18M +207,768 +96%
WANY
83
Wealthspire Advisors (New York)
New York
$10.5M -$1.46M -58,608 -12%
BCMO
84
Buckingham Capital Management (Ohio)
Ohio
$9.78M -$489K -19,616 -5%
AWMG
85
Alliance Wealth Management Group
New Jersey
$9.6M -$57.7K -2,316 -0.6%
TCM
86
Towercrest Capital Management
Pennsylvania
$9.6M -$57.7K -2,316 -0.6%
CFMC
87
Curbstone Financial Management Corp
New Hampshire
$9.48M +$199K +8,000 +2%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$9.3M +$196K +7,860 +2%
HI
89
Harbour Investments
Wisconsin
$9.25M +$9.25M +371,240 New
MTC
90
Matrix Trust Company
Colorado
$9.23M -$130K -5,212 -1%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$9.08M -$226K -9,060 -2%
MGIA
92
Moneta Group Investment Advisors
Missouri
$9.06M +$2.14M +85,724 +31%
RA
93
Riversedge Advisors
Delaware
$8.87M -$805K -32,288 -8%
SJIM
94
St. Johns Investment Management
Florida
$8.85M -$402K -16,132 -4%
SBL
95
Sargent Bickham Lagudis
Colorado
$8.56M +$1.01M +40,364 +13%
PAG
96
Pinnacle Advisory Group
Maryland
$8.47M -$95.8K -3,844 -1%
BSW
97
Buckingham Strategic Wealth
Missouri
$8.46M -$740K -29,712 -8%
CFG
98
Cooper Financial Group
California
$8.38M +$8.38M +336,368 New
SIC
99
Salem Investment Counselors
North Carolina
$8.33M +$416K +16,696 +5%
ADL
100
Asset Dedication LLC
California
$8.32M -$288K -11,552 -3%
2 3
4
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