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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 %
CWM
176
Chesapeake Wealth Management
Virginia
$4.46M -$20.7K -796 -0.5%
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$4.46M +$621K +23,852 +16%
SB
178
Strategic Blueprint
Georgia
$4.46M +$1.33M +51,076 +43%
PFM
179
Parsec Financial Management
North Carolina
$4.39M +$1.77K +68 +0%
MWM
180
Mission Wealth Management
California
$4.28M -$297K -11,392 -6%
EE
181
EWG Elevate
California
$4.22M +$2.52K +96 +0.1%
CB
182
Community Bank
New York
$4.21M -$77.6K -2,980 -2%
GIA
183
Gladstone Institutional Advisory
Florida
$4.16M -$576K -22,136 -12%
VC
184
Veery Capital
Delaware
$4.11M +$150K +5,760 +4%
EW
185
Element Wealth
Mississippi
$4.07M -$58.2K -2,236 -1%
APW
186
Austin Private Wealth
Texas
$4.07M +$288K +11,056 +8%
OFG
187
Omega Financial Group
California
$4.06M -$875K -33,588 -18%
LPIC
188
LeJeune Puetz Investment Counsel
Michigan
$4.05M -$22.4K -860 -0.6%
QAM
189
QCI Asset Management
New York
$3.99M -$406K -15,604 -9%
FVWA
190
Foster Victor Wealth Advisors
South Carolina
$3.98M +$292K +11,228 +8%
SWM
191
SeaCrest Wealth Management
New York
$3.98M -$161K -6,172 -4%
VNA
192
Valley National Advisers
Pennsylvania
$3.97M +$260K +9,980 +7%
MSWMA
193
Market Street Wealth Management Advisors
Indiana
$3.97M -$465K -17,840 -10%
LIM
194
Leavell Investment Management
Alabama
$3.96M – – –
BDWCC
195
B&D White Capital Company
Texas
$3.92M – – –
WA
196
Wealth Architects
California
$3.91M -$4.79K -184 -0.1%
PWA
197
Providence Wealth Advisors
Illinois
$3.89M +$81.2K +3,128 +2%
BI
198
Berkeley Inc
Idaho
$3.87M +$58.1K +2,232 +2%
PS
199
Planned Solutions
California
$3.86M +$140K +5,356 +4%
HB
200
Homrich & Berg
Georgia
$3.85M +$69.6K +2,672 +2%
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