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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 %
EWM
351
Evermay Wealth Management
Virginia
$1.03M -$33.8K -1,520 -3%
LCM
352
Liberty Capital Management
Michigan
$1.02M +$1.02M +46,028 New
CAM
353
Cresset Asset Management
Illinois
$1.01M +$1.01M +45,440 New
BlackRock
354
BlackRock
New York
$1M -$51K -2,292 -5%
FSWA
355
Financial Synergies Wealth Advisors
Texas
$993K -$1.04M -46,536 -51%
Citadel Advisors
356
Citadel Advisors
Florida
$988K -$126K -5,640 -11%
TCM
357
Twele Capital Management
Minnesota
$976K -$71.1K -3,196 -7%
APA
358
American Portfolios Advisors
New York
$974K +$126K +5,676 +15%
BWL
359
Bogart Wealth LLC
Virginia
$970K +$339K +15,240 +54%
MG
360
MilWealth Group
Wisconsin
$968K -$44.2K -1,988 -4%
WIC
361
Woodmont Investment Counsel
Tennessee
$967K -$21.8K -980 -2%
AWA
362
Arete Wealth Advisors
Illinois
$967K +$611K +27,520 +172%
RC
363
Roundview Capital
New Jersey
$958K – – –
IFS
364
Ifrah Financial Services
Arkansas
$953K -$26.4K -1,184 -3%
FNBT
365
FineMark National Bank & Trust
Florida
$951K +$2.4K +108 +0.3%
CI
366
Cordant Inc
Oregon
$925K +$68.2K +3,064 +8%
TFA
367
Teamwork Financial Advisors
Texas
$922K -$180K -8,076 -16%
CAM
368
Cozad Asset Management
Illinois
$919K – – –
FG
369
Foster Group
Iowa
$914K +$914K +40,692 New
OCG
370
Opus Capital Group
Ohio
$908K +$31K +1,392 +4%
CP
371
Camelot Portfolios
Ohio
$903K -$19.4K -872 -2%
NGA
372
Naples Global Advisors
Florida
$903K +$12.1K +544 +1%
CWS
373
Cypress Wealth Services
California
$889K +$889K +39,968 New
FWP
374
FAS Wealth Partners
Kansas
$879K -$1.72M -77,404 -66%
BI
375
Blooom Inc
Kansas
$872K +$872K +39,012 New
13 14
15
16 17