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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 %
SFA
126
Seneca Financial Advisors
New York
$6.7M -$64.4K -2,472 -1%
SKK
127
Shepherd Kaplan Krochuk
Massachusetts
$6.69M +$56.4K +2,164 +0.8%
BPA
128
Beacon Pointe Advisors
California
$6.63M +$199K +7,640 +3%
MFT
129
Moisand Fitzgerald Tamayo
Florida
$6.58M +$36.9K +1,416 +0.6%
KF
130
Krilogy Financial
Missouri
$6.5M -$78.2K -3,004 -1%
SFA
131
Souders Financial Advisors
Ohio
$6.49M -$1.15M -44,184 -15%
IWC
132
Integrated Wealth Concepts
Massachusetts
$6.49M +$917K +35,220 +16%
SWA
133
Sightline Wealth Advisors
Connecticut
$6.39M -$699K -26,844 -10%
FCI
134
Financial Counselors Inc
Kansas
$6.24M – – –
AMG
135
Asset Management Group
Connecticut
$6.21M +$1.29M +49,392 +26%
CFA
136
Cahill Financial Advisors
Minnesota
$6.17M +$102K +3,928 +2%
VFM
137
Vivid Financial Management
California
$6.15M +$988K +37,916 +19%
SWA
138
Sutton Wealth Advisors
Florida
$6.12M -$22.1K -848 -0.4%
ECM
139
Exchange Capital Management
Michigan
$6.09M +$14.4K +552 +0.2%
IA
140
IFS Advisors
Kansas
$6.06M +$402K +15,444 +7%
BBPWM
141
Blue Bell Private Wealth Management
Pennsylvania
$6.06M -$317K -12,172 -5%
CWM
142
Curi Wealth Management
North Carolina
$5.96M +$783K +30,052 +15%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$5.83M +$625 +24 +0%
CP
144
Capital Planning
Washington
$5.72M -$1.14M -43,628 -17%
SWM
145
Sculati Wealth Management
Michigan
$5.67M -$13.4K -516 -0.2%
KCPG
146
Kavar Capital Partners Group
Kansas
$5.67M +$329K +12,624 +6%
TYCC
147
Texas Yale Capital Corp
Florida
$5.49M +$37.7K +1,448 +0.7%
SWM
148
Southern Wealth Management
Texas
$5.48M +$58.4K +2,284 +1%
CAN
149
Cetera Advisor Networks
California
$5.34M +$183K +7,044 +4%
Stifel Financial
150
Stifel Financial
Missouri
$5.26M -$238K -9,136 -4%
4 5
6
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