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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 %
TFF
201
The Family Firm
Maryland
$3.84M +$2.71K +104 +0.1%
AAIM
202
Asset Advisors Investment Management
Georgia
$3.84M +$749K +28,776 +24%
NF
203
Nikulski Financial
Iowa
$3.77M -$172K -6,784 -4%
Thrivent Financial for Lutherans
204
Thrivent Financial for Lutherans
Minnesota
$3.77M -$5.38M – –
CFO
205
Collective Family Office
Pennsylvania
$3.76M +$591K +22,692 +19%
PFWA
206
Paces Ferry Wealth Advisors
Georgia
$3.71M +$97.3K +3,736 +3%
VCM
207
Vision Capital Management
Oregon
$3.67M -$938 -36 -0%
NRI
208
NFP Retirement Inc
California
$3.67M +$1.03M +39,456 +39%
ECM
209
Evergreen Capital Management
Washington
$3.66M +$20.9K +804 +0.6%
RJA
210
Raymond James & Associates
Florida
$3.65M -$4.21M -161,600 -54%
PAI
211
Pittenger & Anderson Inc
Nebraska
$3.64M +$52.2K +2,004 +1%
IAN
212
Integrated Advisors Network
Texas
$3.63M +$539K +20,688 +17%
CIAS
213
CFS Investment Advisory Services
New Jersey
$3.61M +$3.61M +138,672 New
SFMG
214
Sage Financial Management Group
Virginia
$3.61M +$65.9K +2,532 +2%
HSA
215
HBK Sorce Advisory
Pennsylvania
$3.58M -$124K -4,748 -3%
CCA
216
Cobblestone Capital Advisors
New York
$3.57M -$155K -5,956 -4%
CHA
217
Cooper/Haims Advisors
New York
$3.55M -$134K -5,148 -4%
GPFA
218
Game Plan Financial Advisors
Ohio
$3.49M -$294K -11,284 -8%
RCA
219
Reitz Capital Advisors
Michigan
$3.43M +$110K +4,208 +3%
DWM
220
Destination Wealth Management
California
$3.39M -$134K -5,164 -4%
CWM
221
Cabot Wealth Management
Massachusetts
$3.39M +$41.7K +1,600 +1%
EFG
222
Everhart Financial Group
Ohio
$3.37M -$285K -10,952 -8%
CCM
223
Coldstream Capital Management
Washington
$3.3M -$452K -17,352 -12%
HFS
224
Horizon Financial Services
North Carolina
$3.29M +$3.29M +126,244 New
APA
225
Allegiant Private Advisors
Florida
$3.28M +$1.02M +39,344 +45%
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9
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