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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 %
MS
276
Madden Securities
Texas
$1.77M -$55.7K -2,504 -3%
MCM
277
Mainstay Capital Management
Michigan
$1.77M -$7.57K -340 -0.4%
ISWM
278
Independent Solutions Wealth Management
New York
$1.77M -$331K -14,868 -16%
LWAC
279
Laurel Wealth Advisors (California)
California
$1.71M -$53.5K -2,404 -3%
AWM
280
Avior Wealth Management
Nebraska
$1.71M -$36K -1,620 -2%
RCA
281
Reitz Capital Advisors
Michigan
$1.69M +$777K +34,912 +85%
AAIM
282
Asset Advisors Investment Management
Georgia
$1.69M +$452K +20,292 +36%
BAM
283
Belpointe Asset Management
Nevada
$1.68M +$71.9K +3,232 +4%
PWM
284
Perigon Wealth Management
California
$1.67M -$205K -9,220 -11%
NB
285
NBT Bank
New York
$1.67M -$40.1K -1,800 -2%
HA
286
HC Advisors
Georgia
$1.63M +$801 +36 +0%
TIM
287
Tortoise Investment Management
New York
$1.63M +$4.54K +204 +0.3%
BAM
288
Baldrige Asset Management
Pennsylvania
$1.63M -$15.8K -708 -1%
AIA
289
Armor Investment Advisors
North Carolina
$1.61M +$122K +5,492 +8%
HWMG
290
Hurlow Wealth Management Group
Indiana
$1.61M -$151K -6,764 -9%
FTUS
291
Flow Traders U.S.
New York
$1.6M +$1.6M +72,112 New
Lido Advisors
292
Lido Advisors
California
$1.59M +$377K +16,952 +31%
SFG
293
SNS Financial Group
Minnesota
$1.59M +$64.5K +2,900 +4%
MWM
294
Meridian Wealth Management
Kentucky
$1.58M +$65.9K +2,964 +4%
CIP
295
Capital Insight Partners
Arizona
$1.57M -$170K -7,640 -10%
CWM
296
Cedar Wealth Management
California
$1.56M +$8.99K +404 +0.6%
FI
297
FormulaFolio Investments
Michigan
$1.55M -$270K -12,112 -15%
HA
298
Harborview Advisors
Maine
$1.53M -$31.4K -1,412 -2%
VCM
299
Vivaldi Capital Management
Illinois
$1.52M +$29.7K +1,336 +2%
DWMG
300
DB Wealth Management Group
California
$1.49M +$1.49M +66,796 New
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