SCHA icon

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
+$604M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$44.9M
3
Osaic Holdings
Osaic Holdings
Arizona
+$33.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.7M
5
H
HoyleCohen
California
+$20.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$233M
2
PCA
Personal Capital Advisors
California
-$43.4M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$19.9M
4
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$18.7M
5
KAS
Kestra Advisory Services
Texas
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
176
Chilton Capital Management
Texas
$4.34M -$30.4K -1,220 -0.7%
CWM
177
Chesapeake Wealth Management
Virginia
$4.29M -$77.4K -3,108 -2%
YAL
178
Your Advocates Ltd
Texas
$4.24M -$4.39M -176,236 -51%
MSWMA
179
Market Street Wealth Management Advisors
Indiana
$4.24M -$1.32M -52,928 -24%
QAM
180
QCI Asset Management
New York
$4.2M -$698K -28,024 -14%
PFM
181
Parsec Financial Management
North Carolina
$4.2M -$332K -13,336 -7%
BRWA
182
B. Riley Wealth Advisors
Florida
$4.18M +$3.36M +135,000 +411%
CB
183
Community Bank
New York
$4.11M +$70.3K +2,820 +2%
EF
184
Empowered Funds
Pennsylvania
$4.1M – – –
PWA
185
Physician Wealth Advisors
Utah
$4.04M +$196K +7,728 +5%
EE
186
EWG Elevate
California
$4.01M +$53K +2,128 +1%
LIM
187
Leavell Investment Management
Alabama
$3.96M +$392K +15,748 +11%
SWM
188
SeaCrest Wealth Management
New York
$3.96M -$589K -23,640 -13%
EW
189
Element Wealth
Mississippi
$3.95M -$42.8K -1,716 -1%
AWE
190
Avidian Wealth Enterprises
Texas
$3.93M +$192K +7,708 +5%
LPIC
191
LeJeune Puetz Investment Counsel
Michigan
$3.9M -$218K -8,760 -5%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$3.89M +$3.3M +132,336 +553%
NF
193
Nikulski Financial
Iowa
$3.88M +$114K +4,576 +3%
AWM
194
AE Wealth Management
Kansas
$3.87M +$2.9M +116,564 +302%
OMC
195
Old Mission Capital
Illinois
$3.82M +$3.82M +153,268 New
VC
196
Veery Capital
Delaware
$3.79M -$1.03M -41,188 -21%
SHA
197
Seneca House Advisors
Virginia
$3.77M +$2.97M +119,204 +370%
WA
198
Wealth Architects
California
$3.75M -$83.9K -3,368 -2%
BDWCC
199
B&D White Capital Company
Texas
$3.7M +$942K +38,284 +34%
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$3.68M -$1.18M -47,192 -24%
6 7
8
9 10