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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 %
AP
101
Appleton Partners
Massachusetts
$8.73M +$442K +16,972 +5%
SBL
102
Sargent Bickham Lagudis
Colorado
$8.53M -$414K -15,884 -5%
WAM
103
WNY Asset Management
New York
$8.49M +$1.23M +47,196 +17%
KBFS
104
Kohmann Bosshard Financial Services
Ohio
$8.43M -$19.9K -764 -0.2%
SWRP
105
Summit Wealth & Retirement Planning
California
$8.38M -$15.1K -580 -0.2%
ADL
106
Asset Dedication LLC
California
$8.33M -$388K -14,884 -4%
BFG
107
Berger Financial Group
Minnesota
$8.22M +$1.87M +71,960 +30%
NYLIM
108
New York Life Investment Management
New York
$8.21M +$3.6M +138,052 +78%
BDF
109
Black Diamond Financial
Maryland
$8.19M +$76.6K +2,940 +0.9%
FNC
110
First National Corp
Massachusetts
$8.17M +$1.08M +66,048 +15%
GC
111
Garde Capital
Washington
$8.16M +$39.3K +1,508 +0.5%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$7.91M +$234K +8,972 +3%
LA
113
LVW Advisors
New York
$7.89M +$132K +5,060 +2%
HFP
114
Holistic Financial Partners
Indiana
$7.84M +$37.1K +1,424 +0.5%
LFS
115
Lutz Financial Services
Nebraska
$7.77M -$161K -6,192 -2%
IAS
116
IMA Advisory Services
Colorado
$7.68M -$68.5K -2,632 -0.9%
GC
117
Grimes & Company
Massachusetts
$7.55M +$243K +9,320 +3%
SFWC
118
Strategic Family Wealth Counselors
New Jersey
$7.38M +$621K +23,840 +9%
PS
119
Portfolio Solutions
Michigan
$7.17M -$408K -15,948 -5%
DP
120
Denver PWM
Colorado
$7.15M -$265K -10,128 -4%
MSFS
121
Main Street Financial Solutions
Pennsylvania
$7.07M +$563K +21,608 +9%
AG
122
Appleton Group
Wisconsin
$7.03M -$7.08M -271,880 -50%
MCM
123
MAI Capital Management
Ohio
$6.88M +$4.69M +179,948 +214%
CMP
124
Courage Miller Partners
Virginia
$6.85M +$63.2K +2,428 +0.9%
TCM
125
Tradewinds Capital Management
Washington
$6.82M -$24M -922,804 -78%
3 4
5
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