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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
+$77.7M
2
FMP
Financial Management Professionals
Texas
+$22.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.86M
4
Creative Planning
Creative Planning
Kansas
+$7.46M
5
Osaic Holdings
Osaic Holdings
Arizona
+$7.43M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$23M
2
SEI Investments
SEI Investments
Pennsylvania
-$18M
3
AG
Appleton Group
Wisconsin
-$8.89M
4
FNC
First National Corp
Massachusetts
-$8.17M
5
KFC
Klingenstein Fields & Co
New York
-$7.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
401
Van Hulzen Asset Management
California
$461K -$47.9K -2,804 -9%
SFG
402
Sunburst Financial Group
Alabama
$460K +$18K +1,056 +4%
AIM
403
Avity Investment Management
Connecticut
$457K – – –
MCM
404
Mitchell Capital Management
Kansas
$447K -$105K -6,128 -19%
APP
405
Avantax Planning Partners
Iowa
$435K -$21.9K -1,280 -5%
Cetera Investment Advisers
406
Cetera Investment Advisers
Illinois
$433K +$13.1K +768 +3%
HWA
407
Heritage Way Advisors
Illinois
$420K -$11.1K -648 -3%
CIR
408
Clear Investment Research
Georgia
$419K -$12.4K -724 -3%
HHRDM
409
H&H Retirement Design & Management
Nevada
$417K -$2.7M -157,760 -87%
VCP
410
Vista Capital Partners
Oregon
$416K -$8.2K -480 -2%
CAG
411
Curtis Advisory Group
California
$410K -$32K -1,876 -7%
AFS
412
Access Financial Services
Minnesota
$409K -$74.4K -4,360 -15%
BFPW
413
BOK Financial Private Wealth
Colorado
$398K -$58K -3,400 -13%
SAM
414
Secure Asset Management
Michigan
$397K -$218K -12,748 -35%
CWM
415
Campbell Wealth Management
Virginia
$397K +$22.4K +1,312 +6%
LWANC
416
Laurel Wealth Advisors (North Carolina)
North Carolina
$392K -$16.7K -980 -4%
FCM
417
Fortis Capital Management
Washington
$392K +$7.86K +460 +2%
BSW
418
Buckingham Strategic Wealth
Missouri
$390K -$13.6K -796 -3%
Thrivent Financial for Lutherans
419
Thrivent Financial for Lutherans
Minnesota
$389K -$746K – –
ACM
420
Armbruster Capital Management
New York
$383K -$48.3K -2,824 -11%
CA
421
Calton & Associates
Florida
$383K -$23.7K -1,388 -6%
SIC
422
Sigma Investment Counselors
Michigan
$376K -$240K -14,056 -39%
MWM
423
Madison Wealth Management
Ohio
$370K – – –
OPS
424
Orion Portfolio Solutions
Nebraska
$367K +$2.32K +136 +0.6%
TIA
425
Tiemann Investment Advisors
California
$366K – – –
15 16
17
18 19