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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 %
CFS
326
CRA Financial Services
New Jersey
$1.26M +$40.8K +1,832 +3%
CG
327
Colony Group
Massachusetts
$1.26M +$63.2K +2,840 +5%
EWA
328
EP Wealth Advisors
California
$1.26M +$369K +16,584 +42%
KWM
329
Kingsview Wealth Management
Oregon
$1.23M -$1.42K -64 -0.1%
SWA
330
Stratos Wealth Advisors
Ohio
$1.22M -$87.6K -3,936 -7%
LWM
331
Laidlaw Wealth Management
New York
$1.21M +$1.21M +54,404 New
APG
332
Abacus Planning Group
South Carolina
$1.21M -$42.1K -1,892 -3%
LF
333
Lee Financial
Texas
$1.2M -$1.48M -66,508 -55%
PA
334
PFG Advisors
Arizona
$1.18M +$291K +13,084 +33%
CIAS
335
Capital Investment Advisory Services
North Carolina
$1.17M -$13.9K -624 -1%
HT
336
HAP Trading
New York
$1.16M +$1.16M +52,072 New
WP
337
WealthPLAN Partners
Nebraska
$1.13M +$239K +9,740 +27%
PWMAG
338
Pinnacle Wealth Management Advisory Group
New Jersey
$1.12M +$237K +10,660 +27%
RPG
339
Resource Planning Group
Georgia
$1.11M -$41.5K -1,868 -4%
IF
340
Ironwood Financial
Arizona
$1.11M -$74.9K -3,368 -6%
LGWM
341
Litman Gregory Wealth Management
California
$1.1M – – –
GCA
342
Gradient Capital Advisors
California
$1.09M -$384K -17,256 -26%
OPWM
343
Oakwell Private Wealth Management
Texas
$1.08M +$1.08M +48,700 New
VAS
344
Valicenti Advisory Services
New York
$1.08M +$2.49K +112 +0.2%
JCIA
345
Jackson Creek Investment Advisors
Colorado
$1.07M +$122K +5,492 +13%
CA
346
Cambridge Advisors
Nebraska
$1.07M -$168K -7,560 -14%
FBB
347
Fulton Breakefield Broenniman
Maryland
$1.07M -$402K -18,052 -27%
PRS
348
Pinkerton Retirement Specialists
Idaho
$1.06M +$165K +7,436 +18%
Cerity Partners
349
Cerity Partners
New York
$1.06M +$731K +32,832 +222%
KJWM
350
Kiley Juergens Wealth Management
Washington
$1.06M +$1.06M +47,656 New
12 13
14
15 16