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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 %
SFWC
126
Strategic Family Wealth Counselors
New Jersey
$6.47M +$205K +8,208 +3%
SKK
127
Shepherd Kaplan Krochuk
Massachusetts
$6.35M -$18.7M -751,192 -75%
KF
128
Krilogy Financial
Missouri
$6.3M -$47.7K -1,916 -0.8%
MFT
129
Moisand Fitzgerald Tamayo
Florida
$6.26M -$1.4M -56,004 -18%
MSFS
130
Main Street Financial Solutions
Pennsylvania
$6.23M +$571K +22,900 +10%
BPA
131
Beacon Pointe Advisors
California
$6.14M +$1.03M +41,420 +20%
BBPWM
132
Blue Bell Private Wealth Management
Pennsylvania
$6.1M +$525K +21,056 +9%
BFG
133
Berger Financial Group
Minnesota
$6.07M +$6.07M +243,544 New
FCI
134
Financial Counselors Inc
Kansas
$5.97M -$1.89K -76 -0%
SWA
135
Sutton Wealth Advisors
Florida
$5.87M +$38.3K +1,536 +0.7%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$5.85M +$1.69M +67,720 +41%
ECM
137
Exchange Capital Management
Michigan
$5.82M -$83.3K -3,344 -1%
CFA
138
Cahill Financial Advisors
Minnesota
$5.8M -$607K -24,376 -9%
Baird Financial Group
139
Baird Financial Group
Wisconsin
$5.58M +$732K +29,364 +15%
SWM
140
Sculati Wealth Management
Michigan
$5.44M -$18.2K -732 -0.3%
IA
141
IFS Advisors
Kansas
$5.42M +$5.42M +217,388 New
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$5.38M -$4.33M – –
IWC
143
Integrated Wealth Concepts
Massachusetts
$5.33M +$1.62M +64,860 +44%
SWM
144
Southern Wealth Management
Texas
$5.29M -$228K -9,140 -4%
Stifel Financial
145
Stifel Financial
Missouri
$5.26M +$647K +25,976 +14%
CWA
146
Carolina Wealth Advisors
South Carolina
$5.22M -$227K -9,124 -4%
TYCC
147
Texas Yale Capital Corp
Florida
$5.22M -$173K -6,940 -3%
LFA
148
Lighthouse Financial Advisors
Maryland
$5.12M -$128K -5,124 -2%
KCPG
149
Kavar Capital Partners Group
Kansas
$5.11M +$446K +17,900 +10%
BWM
150
BCS Wealth Management
Tennessee
$5.03M +$31.1K +1,248 +0.6%
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