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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 %
OCM
376
One Capital Management
California
$871K -$178 -8 -0%
H
377
HoyleCohen
California
$871K +$41.4K +1,860 +5%
HWA
378
Heritage Way Advisors
Illinois
$870K +$323K +14,508 +59%
WCFA
379
Walkner Condon Financial Advisors
Wisconsin
$866K +$247K +11,108 +40%
LFA
380
Landmark Financial Advisors
Kentucky
$865K -$82.7K -3,520 -9%
AWM
381
AE Wealth Management
Kansas
$860K +$134K +6,016 +18%
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$847K -$20.7K -932 -2%
EK
383
Evensky & Katz
Florida
$845K -$62.2K -2,796 -7%
APA
384
Allegiant Private Advisors
Florida
$839K +$839K +37,724 New
BBA
385
BLB&B Advisors
Pennsylvania
$834K -$71.2K -3,200 -8%
APSI
386
Asset Planning Services Inc
Louisiana
$833K -$4.45K -200 -0.5%
HIC
387
Holderness Investments Company
North Carolina
$822K +$110K +4,956 +16%
WT
388
Whittier Trust
California
$821K – – –
CFO
389
CVA Family Office
Colorado
$818K +$178 +8 +0%
DBRC
390
D.B. Root & Company
Pennsylvania
$813K -$1.32M -59,300 -62%
PWW
391
Pettyjohn Wood & White
Virginia
$812K +$506K +22,752 +166%
AFAS
392
Acorn Financial Advisory Services
Virginia
$807K +$50.4K +2,268 +7%
SS
393
Simplicity Solutions
Minnesota
$802K +$52.7K +2,368 +7%
MAG
394
Mayfair Advisory Group
Alabama
$796K -$225K -10,112 -22%
ASW
395
Astoria Strategic Wealth
Texas
$795K -$20.4K -916 -3%
SG
396
StoneX Group
New York
$789K -$7.12K -320 -0.9%
FAIM
397
Financial Advocates Investment Management
Washington
$788K +$134K +6,664 +20%
TRCT
398
Tower Research Capital (TRC)
New York
$786K -$100K -4,512 -11%
ACG
399
Allen Capital Group
Nebraska
$763K -$5.34K -240 -0.7%
GTAM
400
Global Trust Asset Management
Florida
$760K +$760K +34,176 New
14 15
16
17 18