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
$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 %
TFF
201
The Family Firm
Maryland
$3.67M -$68.5K -2,748 -2%
PWA
202
Providence Wealth Advisors
Illinois
$3.66M +$189K +7,588 +5%
CMBA
203
C.M. Bidwell & Associates
Hawaii
$3.65M -$9.17K -368 -0.3%
BI
204
Berkeley Inc
Idaho
$3.64M +$598K +24,000 +20%
GPFA
205
Game Plan Financial Advisors
Ohio
$3.64M -$111K -4,424 -3%
APW
206
Austin Private Wealth
Texas
$3.62M +$3.62M +145,376 New
HB
207
Homrich & Berg
Georgia
$3.62M +$197K +7,888 +6%
CCM
208
Coldstream Capital Management
Washington
$3.59M +$15.3K +616 +0.4%
CCA
209
Cobblestone Capital Advisors
New York
$3.56M -$832K -33,400 -19%
PS
210
Planned Solutions
California
$3.56M -$1.54M -61,656 -30%
FVWA
211
Foster Victor Wealth Advisors
South Carolina
$3.56M -$61.2K -2,432 -2%
CCM
212
Ciovacco Capital Management
Georgia
$3.55M -$2.15M -85,812 -38%
VNA
213
Valley National Advisers
Pennsylvania
$3.55M +$156K +6,248 +5%
HSA
214
HBK Sorce Advisory
Pennsylvania
$3.54M +$16.4K +660 +0.5%
CHA
215
Cooper/Haims Advisors
New York
$3.52M -$125K -5,016 -3%
VCM
216
Vision Capital Management
Oregon
$3.51M -$1.3K -52 -0%
EFG
217
Everhart Financial Group
Ohio
$3.49M -$338K -13,552 -9%
ECM
218
Evergreen Capital Management
Washington
$3.49M +$411K +16,496 +13%
CFIA
219
Cantor Fitzgerald Investment Advisors
New York
$3.47M +$4.09K +184 +0.1%
PFWA
220
Paces Ferry Wealth Advisors
Georgia
$3.45M +$355K +14,244 +11%
PAI
221
Pittenger & Anderson Inc
Nebraska
$3.43M +$52.3K +2,100 +2%
JWBC
222
John W. Brooker & Co
California
$3.4M -$674K -27,060 -17%
SFMG
223
Sage Financial Management Group
Virginia
$3.39M -$553K -22,204 -14%
DWM
224
Destination Wealth Management
California
$3.37M -$750K -30,108 -18%
Renaissance Technologies
225
Renaissance Technologies
New York
$3.28M +$3.28M +131,600 New
7 8
9
10 11