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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

747 hedge funds and large institutions have $7.93B invested in Schwab U.S Small- Cap ETF in 2020 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 257 increasing their positions, 257 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+111
Holders Change %
+17.45%
% of All Funds
13.25%
Holding in Top 10
75
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+44.23%
% of All Funds
1.33%
New
144
Increased
257
Reduced
257
Closed
21
Calls
$966K
Puts
$675K
Net Calls
+$291K
Net Calls Change
+$615K

Top Buyers

1
TI
Tidal Investments
Wisconsin
+$75.2M
2
FMP
Financial Management Professionals
Texas
+$38.5M
3
HighTower Advisors
HighTower Advisors
Illinois
+$28.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.9M
5
KAS
Kestra Advisory Services
Texas
+$15.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$34.1M
2
Charles Schwab
Charles Schwab
California
-$14.7M
3
FMT
First Mercantile Trust
Tennessee
-$12.6M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$10.6M
5
KBFS
Kohmann Bosshard Financial Services
Ohio
-$9.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
226
Joseph P. Lucia & Associates
New York
$2.56M -$72.8K -3,272 -3%
PCMC
227
Private Capital Management (Colorado)
Colorado
$2.51M +$13.7K +616 +0.5%
IRC
228
Investors Research Corp
Georgia
$2.51M -$15.1K -680 -0.6%
BDWCC
229
B&D White Capital Company
Texas
$2.5M +$2.5M +112,156 New
DFA
230
DHJJ Financial Advisors
Illinois
$2.48M +$2.48M +111,420 New
DCM
231
DeGreen Capital Management
Arizona
$2.44M +$868K +50,900 +55%
GSIS
232
Global Strategic Investment Solutions
Arizona
$2.39M -$11.2K -504 -0.5%
CFO
233
Collective Family Office
Pennsylvania
$2.38M +$2.38M +106,968 New
OF
234
Outfitter Financial
Maine
$2.37M +$2.37M +106,420 New
AOWM
235
Alpha Omega Wealth Management
Virginia
$2.35M +$62.8K +2,824 +3%
AFA
236
Atlanta Financial Associates
Georgia
$2.34M +$21.7K +976 +0.9%
MWP
237
Moller Wealth Partners
$2.34M -$583K -26,208 -20%
DI
238
Diligent Investors
California
$2.34M +$56.9K +2,556 +2%
BCWM
239
Bartlett & Co Wealth Management
Ohio
$2.31M -$112K -5,032 -5%
BC
240
Bartlett & Co
Ohio
$2.31M -$112K -5,032 -5%
IAN
241
Integrated Advisors Network
Texas
$2.3M +$285K +12,828 +14%
SBH
242
Segall Bryant & Hamill
Illinois
$2.3M +$164K +7,352 +8%
LCM
243
Leisure Capital Management
California
$2.28M +$187K +8,388 +9%
B
244
Bailard
California
$2.26M +$18.2K +816 +0.8%
IWMA
245
Ironwood Wealth Management (Arizona)
Arizona
$2.23M -$392K -17,612 -15%
CCMW
246
Cypress Capital Management (Wyoming)
Wyoming
$2.21M +$2.21M +99,388 +99,388%
YWP
247
YorkBridge Wealth Partners
New York
$2.18M +$95.6K +4,296 +5%
NRI
248
NFP Retirement Inc
California
$2.17M -$39.7K -1,784 -2%
CAN
249
Cetera Advisor Networks
California
$2.17M +$317K +14,240 +17%
MCM
250
MAI Capital Management
Ohio
$2.17M +$989K +44,420 +84%
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