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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 %
AAS
351
Avantax Advisory Services
Texas
$579K -$868K -51,124 -60%
MA
352
Mutual Advisors
Nebraska
$578K +$40.6K +2,376 +8%
BIA
353
Bigelow Investment Advisors
Maine
$575K -$77.8K -4,556 -12%
SS
354
Simplicity Solutions
Minnesota
$575K +$18.9K +1,104 +3%
AG
355
Appleton Group
Wisconsin
$573K -$8.89M -520,580 -94%
PAM
356
Pegasus Asset Management
New York
$568K -$29.5K -1,724 -5%
SCM
357
Southport Capital Management
Tennessee
$565K +$46.5K +2,720 +9%
BRWA
358
B. Riley Wealth Advisors
Florida
$562K +$214K +12,552 +62%
AWM
359
AE Wealth Management
Kansas
$557K +$155K +9,060 +38%
FAIM
360
Financial Advocates Investment Management
Washington
$556K +$4.93K +288 +0.9%
KPWS
361
Kestra Private Wealth Services
Texas
$554K +$554K +32,464 New
CAL
362
Capital Analysts LLC
Pennsylvania
$549K +$487K +28,512 +788%
HIC
363
Holderness Investments Company
North Carolina
$546K +$7.51K +440 +1%
MMA
364
Miracle Mile Advisors
California
$546K +$546K +31,980 New
NWS
365
Newport Wealth Strategies
California
$545K +$251K +14,488 +85%
BW
366
Bison Wealth
Georgia
$539K +$4.1K +240 +0.8%
BA
367
Bristlecone Advisors
Washington
$534K +$7.51K +440 +1%
FA
368
FDx Advisors
Illinois
$528K +$2.8K +164 +0.5%
WIA
369
Wealthstreet Investment Advisors
Texas
$526K – – –
FCM
370
Firestone Capital Management
Florida
$525K +$18.2K +1,064 +4%
VFA
371
Valeo Financial Advisors
Indiana
$525K +$410K +24,000 +358%
JC
372
Jentner Corp
Ohio
$524K +$5.88K +344 +1%
BJ
373
Brouwer & Janachowski
California
$523K -$44.8K -2,620 -8%
AWA
374
Acorn Wealth Advisors
Michigan
$520K +$2.94K +172 +0.6%
FANJ
375
Financial Architects (New Jersey)
New Jersey
$518K -$97.7K -5,716 -16%
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