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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 %
CHJWM
376
Carlton Hofferkamp & Jenks Wealth Management
Texas
$518K -$20.6K -1,052 -4%
IA
377
IFP Advisors
Florida
$518K +$28.3K +1,644 +6%
WP
378
WealthSource Partners
California
$516K -$3.21K -188 -0.6%
SFSG
379
Stearns Financial Services Group
North Carolina
$514K -$14.4K -840 -3%
BPM
380
Bowling Portfolio Management
Ohio
$512K -$43K -2,520 -8%
PSF
381
Pacific Sun Financial
California
$511K – – –
SAM
382
S.A. Mason
Michigan
$508K -$6.5K -380 -1%
SWM
383
Stockman Wealth Management
Montana
$503K -$66.6K -3,900 -12%
ACI
384
Alpha Cubed Investments
California
$503K +$546 +32 +0.1%
PNC Financial Services Group
385
PNC Financial Services Group
Pennsylvania
$499K +$176K +10,308 +55%
SIAS
386
Shine Investment Advisory Services
Colorado
$497K -$663K -38,780 -57%
DWM
387
Destination Wealth Management
California
$496K -$6.77K -396 -1%
PWA
388
Physician Wealth Advisors
Utah
$493K – – –
CPIG
389
Chicago Partners Investment Group
Illinois
$488K +$137K +7,532 +39%
CAMG
390
CWA Asset Management Group
Florida
$487K -$15.9K -932 -3%
BWL
391
Bogart Wealth LLC
Virginia
$484K +$17.9K +1,048 +4%
WWM
392
Windsor Wealth Management
Indiana
$482K -$38.4K -2,112 -7%
CA
393
Capital Advantage
California
$482K -$25.7K -1,412 -5%
SMG
394
Spectrum Management Group
Indiana
$477K -$103K -6,016 -18%
SSWM
395
Sheets Smith Wealth Management
North Carolina
$477K +$21.4K +1,252 +5%
WCFA
396
Walkner Condon Financial Advisors
Wisconsin
$475K +$475K +27,804 New
EGWAG
397
Elwood & Goetz Wealth Advisory Group
Georgia
$474K -$19K -1,112 -4%
PD
398
Planning Directions
Pennsylvania
$473K -$94.1K -5,516 -17%
KAS
399
Kestra Advisory Services
Texas
$472K +$472K +404 New
DTC
400
Davidson Trust Company
Washington
$472K +$24.3K +1,428 +5%
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16
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