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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 %
FHB
151
First Hawaiian Bank
Hawaii
$5.01M -$254K -10,176 -5%
CWM
152
Curi Wealth Management
North Carolina
$4.96M +$550K +22,072 +12%
VFM
153
Vivid Financial Management
California
$4.94M +$4.94M +198,060 New
CAN
154
Cetera Advisor Networks
California
$4.93M +$2.5M +100,444 +103%
DP
155
Denver PWM
Colorado
$4.84M +$249K +14,588 +5%
PP
156
PrairieView Partners
Minnesota
$4.83M -$355K -14,260 -7%
NDSI
157
Newman Dignan & Sheerar Inc
Rhode Island
$4.74M -$139K -5,596 -3%
OFG
158
Omega Financial Group
California
$4.72M -$138K -5,556 -3%
WTC
159
WhitTier Trust Company
Nevada
$4.71M +$97.2K +3,900 +2%
AMG
160
Asset Management Group
Connecticut
$4.71M +$499K +20,020 +12%
BAMG
161
Brand Asset Management Group
Missouri
$4.67M -$597K -23,948 -11%
MWA
162
Martel Wealth Advisors
Washington
$4.63M -$660K -25,852 -12%
GCP
163
Gill Capital Partners
Colorado
$4.61M +$60.4K +2,424 +1%
RRC
164
Relaxing Retirement Coach
Massachusetts
$4.6M +$4.6M +184,668 New
SS
165
Sunbelt Securities
Texas
$4.6M +$259K +10,412 +6%
BA
166
Ballast Advisors
Minnesota
$4.56M -$312K -12,532 -6%
FF
167
Friedenthal Financial
New Jersey
$4.55M -$685K -27,496 -13%
GIA
168
Gladstone Institutional Advisory
Florida
$4.54M +$807K +32,380 +22%
SHJ
169
Sharkey, Howes & Javer
Colorado
$4.51M -$3.79M -152,228 -46%
AFP
170
Ausdal Financial Partners
Iowa
$4.51M +$835K +33,508 +23%
YIA
171
YHB Investment Advisors
Connecticut
$4.49M +$478K +18,716 +12%
VA
172
Valmark Advisers
Ohio
$4.47M +$222K +8,912 +5%
NYLIM
173
New York Life Investment Management
New York
$4.42M +$4.42M +177,256 New
MWM
174
Mission Wealth Management
California
$4.38M -$224K -8,972 -5%
ATWA
175
Arbor Trust Wealth Advisors
Michigan
$4.35M +$477K +19,264 +12%
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