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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 %
WTC
151
WhitTier Trust Company
Nevada
$5.25M +$328K +12,576 +7%
FF
152
Friedenthal Financial
New Jersey
$5.18M +$423K +16,248 +9%
CWA
153
Carolina Wealth Advisors
South Carolina
$5.15M -$304K -11,660 -6%
AFP
154
Ausdal Financial Partners
Iowa
$5.14M +$429K +16,484 +9%
BWM
155
BCS Wealth Management
Tennessee
$5.13M -$127K -4,888 -2%
SHJ
156
Sharkey, Howes & Javer
Colorado
$5.11M +$395K +15,180 +8%
VA
157
Valmark Advisers
Ohio
$4.99M +$321K +12,332 +7%
NDSI
158
Newman Dignan & Sheerar Inc
Rhode Island
$4.94M -$10.6K -408 -0.2%
Koshinski Asset Management
159
Koshinski Asset Management
Illinois
$4.94M -$1.17M -45,056 -19%
VFIC
160
Valley Forge Investment Consultants
Pennsylvania
$4.94M +$1.63M +62,708 +49%
YIA
161
YHB Investment Advisors
Connecticut
$4.9M +$322K +12,348 +7%
PP
162
PrairieView Partners
Minnesota
$4.88M -$166K -6,388 -3%
GCP
163
Gill Capital Partners
Colorado
$4.87M +$50.1K +1,924 +1%
SS
164
Sunbelt Securities
Texas
$4.84M +$316K +12,884 +7%
BAMG
165
Brand Asset Management Group
Missouri
$4.83M -$51.7K -1,984 -1%
BA
166
Ballast Advisors
Minnesota
$4.78M +$13.3K +512 +0.3%
OMC
167
Old Mission Capital
Illinois
$4.78M +$784K +30,096 +20%
ATWA
168
Arbor Trust Wealth Advisors
Michigan
$4.72M +$142K +5,468 +3%
RRC
169
Relaxing Retirement Coach
Massachusetts
$4.68M -$129K -4,936 -3%
MWA
170
Martel Wealth Advisors
Washington
$4.66M -$51.6K -1,980 -1%
C1AG
171
Client 1st Advisory Group
Florida
$4.66M +$2.87M +110,112 +160%
CCM
172
Chilton Capital Management
Texas
$4.6M +$70.9K +2,724 +2%
SHA
173
Seneca House Advisors
Virginia
$4.58M +$636K +24,404 +16%
PWA
174
Physician Wealth Advisors
Utah
$4.49M +$516K +20,668 +13%
BRWA
175
B. Riley Wealth Advisors
Florida
$4.47M +$92.3K +3,544 +2%
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