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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 %
BAM
251
Baldrige Asset Management
Pennsylvania
$1.26M -$16.1K -940 -1%
DSC
252
Duncker Streett & Co
Missouri
$1.26M +$1.3K +76 +0.1%
HA
253
HC Advisors
Georgia
$1.25M -$117K -6,852 -9%
PA
254
Pinnacle Associates
New York
$1.25M +$52.5K +3,076 +4%
TIM
255
Tortoise Investment Management
New York
$1.25M +$105K +6,164 +9%
BAM
256
Belpointe Asset Management
Nevada
$1.24M -$18.9K -1,104 -2%
ECM
257
Evergreen Capital Management
Washington
$1.24M +$182K +10,676 +17%
HA
258
Harborview Advisors
Maine
$1.2M +$80.4K +4,704 +7%
CWM
259
Cedar Wealth Management
California
$1.19M -$59.4K -3,476 -5%
SFG
260
SNS Financial Group
Minnesota
$1.17M +$86.5K +5,064 +8%
MWM
261
Meridian Wealth Management
Kentucky
$1.16M -$121K -7,100 -9%
MAS
262
Managed Account Services
Florida
$1.16M -$71.8K -3,856 -6%
AIA
263
Armor Investment Advisors
North Carolina
$1.14M +$118K +6,928 +12%
HI
264
Hudock Inc
Pennsylvania
$1.13M -$13.5K -788 -1%
GCA
265
Gradient Capital Advisors
California
$1.13M -$255K -14,916 -18%
FBB
266
Fulton Breakefield Broenniman
Maryland
$1.13M -$32.4K -1,900 -3%
ACP
267
Arcus Capital Partners
Georgia
$1.11M -$11.5K -672 -1%
NFG
268
NewFocus Financial Group
Washington
$1.1M -$83.7K -4,900 -7%
Renaissance Technologies
269
Renaissance Technologies
New York
$1.08M +$1.08M +63,200 New
PAM
270
Palisade Asset Management
Minnesota
$1.08M – – –
PA
271
Parallel Advisors
California
$1.07M – – –
AIM
272
Aspen Investment Management
Michigan
$1.06M +$68.6K +4,016 +7%
WPA
273
West Paces Advisors
Georgia
$1.04M -$31K -1,816 -3%
GGI
274
GPM Growth Investors
Michigan
$1.03M -$28.6K -1,676 -3%
PAMG
275
Patton Albertson Miller Group
Tennessee
$1.02M -$80.2K -4,700 -7%
9 10
11
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