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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 %
BIA
401
Bigelow Investment Advisors
Maine
$751K +$1.51K +68 +0.2%
BF
402
BOK Financial
Oklahoma
$750K -$10.5K -472 -1%
PFC
403
Phocas Financial Corp
California
$750K -$658K – –
SAM
404
S.A. Mason
Michigan
$745K +$84.1K +3,780 +13%
CAL
405
Capital Analysts LLC
Pennsylvania
$741K +$25.8K +1,160 +4%
PAM
406
Pegasus Asset Management
New York
$740K – – –
BRWA
407
B. Riley Wealth Advisors
Florida
$731K -$1.96K -88 -0.3%
FCM
408
Firestone Capital Management
Florida
$726K +$42.5K +1,908 +6%
SHA
409
Seneca House Advisors
Virginia
$717K +$717K +32,228 New
SIC
410
Sigma Investment Counselors
Michigan
$714K +$224K +10,052 +46%
MCC
411
Money Concepts Capital
Florida
$713K +$713K +32,040 New
AA
412
Alesco Advisors
New York
$703K -$296K -13,300 -30%
MCM
413
Manchester Capital Management
Vermont
$693K +$693K +31,124 New
BA
414
Bristlecone Advisors
Washington
$685K -$10.7K -480 -2%
WIA
415
Wealthstreet Investment Advisors
Texas
$685K – – –
BPM
416
Bowling Portfolio Management
Ohio
$685K +$18K +808 +3%
CPIG
417
Chicago Partners Investment Group
Illinois
$682K +$33.5K +1,380 +5%
BJ
418
Brouwer & Janachowski
California
$680K -$1.78K -80 -0.3%
SSWM
419
Sheets Smith Wealth Management
North Carolina
$679K +$57.4K +2,580 +9%
AIM
420
Avity Investment Management
Connecticut
$675K +$79.2K +3,560 +13%
BW
421
Bison Wealth
Georgia
$673K -$29.4K -1,320 -4%
KPWS
422
Kestra Private Wealth Services
Texas
$670K -$54.1K -2,424 -7%
CCM
423
Condor Capital Management
New Jersey
$667K -$636K -28,588 -49%
JC
424
Jentner Corp
Ohio
$664K -$18.1K -816 -3%
FANJ
425
Financial Architects (New Jersey)
New Jersey
$662K -$12.5K -560 -2%
15 16
17
18 19