SCHA icon

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 %
WA
251
WBH Advisory
Maryland
$2.15M +$102K +4,204 +5%
AIM
252
Anchor Investment Management
South Carolina
$2.15M +$35.2K +1,580 +2%
PWM
253
Provident Wealth Management
Tennessee
$2.15M -$149K -6,680 -6%
PPA
254
Parametric Portfolio Associates
Washington
$2.15M +$2.15M +96,524 New
ISG
255
Investment Security Group
Colorado
$2.14M -$106K -4,780 -5%
BP
256
Broadleaf Partners
Ohio
$2.13M +$8.19K +368 +0.4%
NCM
257
Next Capital Management
New York
$2.12M -$448K -20,112 -17%
DAS
258
Dynamic Advisor Solutions
Arizona
$2.06M +$97.9K +4,400 +5%
MG
259
Mather Group
Illinois
$2.06M – – –
PA
260
Pinnacle Associates
New York
$2.04M +$403K +18,132 +25%
ML
261
McAdam LLC
Pennsylvania
$2.03M -$147K -6,240 -7%
B
262
Brightworth
Georgia
$2.03M -$25.5K -1,144 -1%
SAM
263
Smithbridge Asset Management
Pennsylvania
$2.01M +$71.6K +3,216 +4%
Bank of Montreal
264
Bank of Montreal
Ontario, Canada
$2M -$201K -8,556 -9%
T
265
TRUADVICE
Florida
$1.98M +$1.98M +83,844 New
WCWM
266
Wooster Corthell Wealth Management
Connecticut
$1.94M -$248K -11,132 -11%
SDWMA
267
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.94M +$4.72K +212 +0.2%
TSWM
268
Triangle Securities Wealth Management
North Carolina
$1.93M – – –
BP
269
BCK Partners
New York
$1.85M +$1.85M +82,908 New
CNFG
270
Creegan & Nassoura Financial Group
New Hampshire
$1.84M -$2.23K -100 -0.1%
CF
271
Centaurus Financial
California
$1.84M +$1.59M +71,496 +649%
NIM
272
Nicollet Investment Management
Minnesota
$1.79M -$65K -2,920 -3%
FC
273
FCA Corp
Texas
$1.78M -$34.2K -1,536 -2%
ASN
274
Advisory Services Network
Georgia
$1.78M -$1.42M -63,676 -44%
DSC
275
Duncker Streett & Co
Missouri
$1.78M +$133K +5,984 +8%
9 10
11
12 13