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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 %
QCG
276
Quadrant Capital Group
Ohio
$1.02M -$64K -3,744 -6%
CFG
277
Citizens Financial Group
Rhode Island
$1.01M +$476K +27,284 +89%
CCM
278
Condor Capital Management
New Jersey
$1M -$354K -20,740 -26%
SWA
279
Stratos Wealth Advisors
Ohio
$1M -$25.2K -1,476 -2%
MCM
280
Mengis Capital Management
Oregon
$989K -$12.4K -728 -1%
Chevy Chase Trust
281
Chevy Chase Trust
Maryland
$987K -$25.5K -1,492 -3%
PFM
282
Phillips Financial Management
Indiana
$987K +$49.3K +2,884 +5%
OC
283
Oarsman Capital
Wisconsin
$981K +$62.8K +3,676 +7%
SPA
284
Sentinel Pension Advisors
Massachusetts
$980K +$91.8K +5,376 +10%
BAM
285
Berkshire Asset Management
Pennsylvania
$973K +$4.58K +268 +0.5%
APG
286
Abacus Planning Group
South Carolina
$959K -$10.5K -616 -1%
VFP
287
Verus Financial Partners
Virginia
$959K +$959K +56,136 New
WCM
288
Wisconsin Capital Management
Wisconsin
$956K – – –
CA
289
Cambridge Advisors
Nebraska
$952K -$41.2K -2,412 -4%
AAIM
290
Asset Advisors Investment Management
Georgia
$951K -$115K -6,728 -11%
KWM
291
Kingsview Wealth Management
Oregon
$948K -$51.9K -3,040 -5%
EWM
292
Elmwood Wealth Management
California
$947K – – –
PFT
293
Providence First Trust
Arizona
$943K -$970K -56,804 -51%
CFS
294
CRA Financial Services
New Jersey
$937K +$18.7K +1,096 +2%
SLT
295
St Louis Trust
Missouri
$936K – – –
Lido Advisors
296
Lido Advisors
California
$933K -$547 -32 -0.1%
CG
297
Colony Group
Massachusetts
$918K -$70.5K -4,132 -7%
CIAS
298
Capital Investment Advisory Services
North Carolina
$911K -$42.7K -2,500 -4%
IF
299
Ironwood Financial
Arizona
$909K -$8.75K -512 -1%
MCM
300
MAI Capital Management
Ohio
$903K -$210K -12,316 -19%
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12
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