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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.

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 %
JIC
101
Johnson Investment Counsel
Ohio
$8.28M +$1.32M +53,112 +19%
KBFS
102
Kohmann Bosshard Financial Services
Ohio
$8.08M -$1.16M -46,708 -13%
SWRP
103
Summit Wealth & Retirement Planning
California
$8.04M -$104K -4,160 -1%
HGWM
104
Horst & Graben Wealth Management
Oregon
$7.99M +$4.18M +167,804 +110%
MML Investors Services
105
MML Investors Services
Massachusetts
$7.98M +$4.44M +178,036 +125%
AP
106
Appleton Partners
Massachusetts
$7.93M +$1.25M +50,172 +19%
PAG
107
Private Advisor Group
New Jersey
$7.88M -$54.5K -2,188 -0.7%
BDF
108
Black Diamond Financial
Maryland
$7.77M +$232K +9,324 +3%
GC
109
Garde Capital
Washington
$7.77M -$93.7K -3,760 -1%
LFS
110
Lutz Financial Services
Nebraska
$7.58M -$366K -14,684 -5%
RJA
111
Raymond James & Associates
Florida
$7.52M +$559K +22,440 +8%
HWA
112
HHM Wealth Advisors
Tennessee
$7.49M +$2.65M +106,356 +55%
HFP
113
Holistic Financial Partners
Indiana
$7.46M -$285K -11,456 -4%
LA
114
LVW Advisors
New York
$7.42M +$1.52M +60,828 +26%
IAS
115
IMA Advisory Services
Colorado
$7.41M -$430K -17,244 -5%
PS
116
Portfolio Solutions
Michigan
$7.39M -$18.9K -760 -0.3%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$7.34M +$1.01M +40,716 +16%
SFA
118
Souders Financial Advisors
Ohio
$7.31M +$15.6K +628 +0.2%
GC
119
Grimes & Company
Massachusetts
$6.99M -$58.1K -2,332 -0.8%
WAM
120
WNY Asset Management
New York
$6.92M +$6.92M +278,024 New
SWA
121
Sightline Wealth Advisors
Connecticut
$6.8M +$110K +4,396 +2%
CP
122
Capital Planning
Washington
$6.56M +$2.25M +90,340 +52%
AIA
123
Arcadia Investment Advisors
Idaho
$6.51M -$1.1M -44,332 -15%
CMP
124
Courage Miller Partners
Virginia
$6.49M +$3.69K +148 +0.1%
SFA
125
Seneca Financial Advisors
New York
$6.47M +$142K +5,692 +2%
3 4
5
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