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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

837 hedge funds and large institutions have $10.1B invested in Schwab U.S Small- Cap ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 371 increasing their positions, 280 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
+20
Holders Change %
+2.45%
% of All Funds
14.61%
Holding in Top 10
72
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.25%
% of All Funds
1.26%
New
71
Increased
371
Reduced
280
Closed
44
Calls
$3.75M
Puts
$1.03M
Net Calls
+$2.72M
Net Calls Change
+$1.91M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.33B
2
PFG
2
Piershale Financial Group
Illinois
$30.4M
3
Bank of America
3
Bank of America
North Carolina
$943M
4
PCA
4
Personal Capital Advisors
California
$386M
5
Charles Schwab
5
Charles Schwab
California
$297M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$30.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$336M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$366K
4
TCM
4
Tradewinds Capital Management
Washington
$6.82M
5
TI
5
Tidal Investments
Wisconsin
$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
76
Orgel Wealth Management
Wisconsin
$11.5M +$391K +15,020 +4%
AF
77
Advisornet Financial
Minnesota
$11.3M +$269K +10,324 +2%
MAM
78
Marquette Asset Management
Minnesota
$11.3M -$362K -13,900 -3%
SFG
79
Sage Financial Group
Pennsylvania
$11.1M -$675K -25,916 -6%
PIMG
80
Patriot Investment Management Group
Tennessee
$10.9M -$148K -5,668 -1%
AWMG
81
Alliance Wealth Management Group
New Jersey
$10.5M +$489K +18,768 +5%
TCM
82
Towercrest Capital Management
Pennsylvania
$10.5M +$489K +18,768 +5%
BCMO
83
Buckingham Capital Management (Ohio)
Ohio
$10M -$172K -6,596 -2%
CFMC
84
Curbstone Financial Management Corp
New Hampshire
$10M +$107K +4,120 +1%
JIC
85
Johnson Investment Counsel
Ohio
$9.76M +$1.1M +42,360 +13%
CFG
86
Cooper Financial Group
California
$9.6M +$837K +32,148 +10%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$9.5M -$223K -8,560 -2%
MGIA
88
Moneta Group Investment Advisors
Missouri
$9.48M +$8.13K +312 +0.1%
MTC
89
Matrix Trust Company
Colorado
$9.37M -$278K -10,692 -3%
RA
90
Riversedge Advisors
Delaware
$9.33M +$60.8K +2,336 +0.7%
EWM
91
Empirical Wealth Management
Washington
$9.31M +$6.66M +255,716 +251%
SJIM
92
St. Johns Investment Management
Florida
$9.28M +$27.1K +1,040 +0.3%
BSW
93
Buckingham Strategic Wealth
Missouri
$9.24M +$403K +15,456 +5%
WANY
94
Wealthspire Advisors (New York)
New York
$9.21M -$1.75M -67,292 -16%
AWM
95
AE Wealth Management
Kansas
$9.11M +$5.07M +194,512 +125%
MML Investors Services
96
MML Investors Services
Massachusetts
$9.07M +$732K +28,088 +9%
Jones Financial Companies
97
Jones Financial Companies
Missouri
$8.97M -$523K -20,064 -6%
PAG
98
Private Advisor Group
New Jersey
$8.94M +$699K +26,828 +8%
SIC
99
Salem Investment Counselors
North Carolina
$8.78M +$74.5K +2,860 +0.9%
HWA
100
HHM Wealth Advisors
Tennessee
$8.78M +$954K +36,644 +12%
2 3
4
5 6