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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

636 hedge funds and large institutions have $5.81B invested in Schwab U.S Small- Cap ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 215 increasing their positions, 286 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
12.87%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
1.05%
New
47
Increased
215
Reduced
286
Closed
32
Calls
$621K
Puts
$945K
Net Calls
-$324K
Net Calls Change
-$1.03M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.86B
2
FMP
2
Financial Management Professionals
Texas
$22.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$35.5M
4
Creative Planning
4
Creative Planning
Kansas
$39.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$36.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$184M
2
SEI Investments
2
SEI Investments
Pennsylvania
$268M
3
AG
3
Appleton Group
Wisconsin
$573K
4
FNC
4
First National Corp
Massachusetts
$0
5
KFC
5
Klingenstein Fields & Co
New York
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
226
DeGreen Capital Management
Arizona
$1.58M -$42.1K -2,468 -3%
MG
227
Mather Group
Illinois
$1.58M +$1.58M +92,396 New
B
228
Brightworth
Georgia
$1.58M -$153K -8,984 -9%
FSWA
229
Financial Synergies Wealth Advisors
Texas
$1.56M -$1.44M -84,060 -48%
PA
230
Planning Alternatives
Michigan
$1.55M -$2.93M -171,508 -65%
IAN
231
Integrated Advisors Network
Texas
$1.55M +$52.9K +3,096 +4%
DAS
232
Dynamic Advisor Solutions
Arizona
$1.51M +$40.1K +2,348 +3%
SAM
233
Smithbridge Asset Management
Pennsylvania
$1.48M -$1.01M -59,328 -41%
SDWMA
234
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.48M -$6.9K -404 -0.5%
TSWM
235
Triangle Securities Wealth Management
North Carolina
$1.48M -$1.71K -100 -0.1%
WA
236
WBH Advisory
Maryland
$1.44M +$193K +11,308 +15%
PWM
237
Perigon Wealth Management
California
$1.44M -$113K -6,636 -7%
NIM
238
Nicollet Investment Management
Minnesota
$1.43M -$38.9K -2,280 -3%
CAN
239
Cetera Advisor Networks
California
$1.42M +$5.4K +316 +0.4%
CNFG
240
Creegan & Nassoura Financial Group
New Hampshire
$1.41M -$6.83K -400 -0.5%
MS
241
Madden Securities
Texas
$1.4M -$7.99K -468 -0.6%
FC
242
FCA Corp
Texas
$1.4M -$18.9K -1,104 -1%
FI
243
FormulaFolio Investments
Michigan
$1.4M +$368K +21,516 +36%
MCM
244
Mainstay Capital Management
Michigan
$1.37M +$7.59K +444 +0.6%
LWAC
245
Laurel Wealth Advisors (California)
California
$1.35M -$92.5K -5,416 -6%
HWMG
246
Hurlow Wealth Management Group
Indiana
$1.35M -$156K -9,136 -10%
AWM
247
Avior Wealth Management
Nebraska
$1.34M -$69.1K -4,048 -5%
CIP
248
Capital Insight Partners
Arizona
$1.33M +$1.23K +72 +0.1%
VCM
249
Vivaldi Capital Management
Illinois
$1.32M -$13.4K -680 -1%
NB
250
NBT Bank
New York
$1.31M +$859K +50,280 +191%
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