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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
Charles Schwab Investment Advisory
California
$2.86B
2
FMP
Financial Management Professionals
Texas
$22.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$35.5M
4
Creative Planning
Creative Planning
Kansas
$39.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$36.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$184M
2
SEI Investments
SEI Investments
Pennsylvania
$268M
3
AG
Appleton Group
Wisconsin
$573K
4
FNC
First National Corp
Massachusetts
$0
5
KFC
Klingenstein Fields & Co
New York
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
301
Rockbridge Investment Management
New York
$899K -$196K -11,452 -18%
RPG
302
Resource Planning Group
Georgia
$884K +$2.05K +120 +0.2%
Citadel Advisors
303
Citadel Advisors
Florida
$854K +$553K +32,380 +183%
TFA
304
Teamwork Financial Advisors
Texas
$846K +$60.1K +3,520 +8%
LGWM
305
Litman Gregory Wealth Management
California
$841K – – –
VAS
306
Valicenti Advisory Services
New York
$824K -$21.6K -1,264 -3%
EWM
307
Evermay Wealth Management
Virginia
$815K -$143K -8,396 -15%
BlackRock
308
BlackRock
New York
$807K -$37.8K -2,216 -4%
TCM
309
Twele Capital Management
Minnesota
$804K – – –
MAG
310
Mayfair Advisory Group
Alabama
$784K -$37.2K -2,180 -5%
MG
311
MilWealth Group
Wisconsin
$777K +$615 +36 +0.1%
AA
312
Alesco Advisors
New York
$767K -$138K -8,060 -15%
WIC
313
Woodmont Investment Counsel
Tennessee
$759K – – –
IFS
314
Ifrah Financial Services
Arkansas
$751K -$53.2K -3,116 -7%
CWM
315
Centric Wealth Management
Illinois
$747K +$747K +44,140 New
RC
316
Roundview Capital
New Jersey
$735K -$38.8K -2,272 -5%
JCIA
317
Jackson Creek Investment Advisors
Colorado
$730K +$730K +42,720 New
FNBT
318
FineMark National Bank & Trust
Florida
$728K +$137 +8 +0%
PA
319
PFG Advisors
Arizona
$725K +$452K +24,812 +165%
LFA
320
Landmark Financial Advisors
Kentucky
$722K -$151K -8,444 -17%
CP
321
Camelot Portfolios
Ohio
$708K +$30K +1,756 +4%
CAM
322
Cozad Asset Management
Illinois
$706K -$33.5K -1,960 -5%
RCA
323
Reitz Capital Advisors
Michigan
$702K +$418K +24,464 +147%
WP
324
WealthPLAN Partners
Nebraska
$700K -$72.8K -3,772 -9%
EK
325
Evensky & Katz
Florida
$696K +$181K +10,624 +35%
11 12
13
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