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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 %
HI
301
Hudock Inc
Pennsylvania
$1.48M +$1.42K +64 +0.1%
PAMG
302
Patton Albertson Miller Group
Tennessee
$1.47M -$55.3K -2,180 -4%
AO
303
Advisor OS
Illinois
$1.47M +$1.47M +78,924 New
CM
304
Columbus Macro
Pennsylvania
$1.45M -$823K -36,992 -36%
GGI
305
GPM Growth Investors
Michigan
$1.43M +$83.5K +3,752 +6%
NFG
306
NewFocus Financial Group
Washington
$1.43M – – –
WCM
307
Wisconsin Capital Management
Wisconsin
$1.42M +$178K +8,000 +14%
PAM
308
Palisade Asset Management
Minnesota
$1.42M +$17.7K +796 +1%
ACP
309
Arcus Capital Partners
Georgia
$1.4M -$41.9K -1,884 -3%
PA
310
Parallel Advisors
California
$1.4M +$2.4K +108 +0.2%
BAM
311
Berkshire Asset Management
Pennsylvania
$1.39M +$126K +5,660 +10%
MAS
312
Managed Account Services
Florida
$1.39M -$120K -4,948 -8%
GWM
313
Greenhouse Wealth Management
Connecticut
$1.37M +$1.37M +61,764 New
AIM
314
Aspen Investment Management
Michigan
$1.36M -$18.5K -832 -1%
WPA
315
West Paces Advisors
Georgia
$1.35M – – –
PA
316
Planning Alternatives
Michigan
$1.33M -$684K -30,764 -34%
SPA
317
Sentinel Pension Advisors
Massachusetts
$1.33M +$51.6K +2,320 +4%
RIM
318
Rockbridge Investment Management
New York
$1.32M +$144K +6,480 +12%
MCM
319
Mengis Capital Management
Oregon
$1.29M +$4.89K +220 +0.4%
Chevy Chase Trust
320
Chevy Chase Trust
Maryland
$1.29M +$6.59K +296 +0.5%
OC
321
Oarsman Capital
Wisconsin
$1.29M +$10.4K +468 +0.8%
CFG
322
Citizens Financial Group
Rhode Island
$1.28M -$11.6K -520 -0.9%
QCG
323
Quadrant Capital Group
Ohio
$1.27M -$56.6K -2,544 -4%
PFM
324
Phillips Financial Management
Indiana
$1.27M -$17.3K -776 -1%
IA
325
IFP Advisors
Florida
$1.26M +$594K +26,784 +89%
11 12
13
14 15