SCHA icon

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 %
TAM
426
Townsend Asset Management
North Carolina
$363K -$129K -7,532 -26%
PWS
427
Peloton Wealth Strategists
Indiana
$363K -$40.9K -2,396 -10%
SF
428
Synovus Financial
Georgia
$362K +$362K +21,276 New
DWT
429
Dorsey & Whitney Trust
South Dakota
$361K -$30K -1,756 -8%
LB
430
Legacy Bridge
Iowa
$360K – – –
NFG
431
Next Financial Group
Texas
$359K -$163K -9,552 -31%
GIA
432
GHP Investment Advisors
Colorado
$358K -$29.5K -1,724 -8%
BL
433
BCWM LLC
Kansas
$355K -$27.3K -1,600 -7%
AIP
434
Almanack Investment Partners
Pennsylvania
$354K -$1.21M -61,460 -77%
OFS
435
Oldfather Financial Services
Nebraska
$354K +$16.1K +876 +5%
RPA
436
Rock Point Advisors
Vermont
$354K +$29.1K +1,704 +9%
PCWA
437
Pacific Capital Wealth Advisors
California
$350K – – –
FWM
438
Frontier Wealth Management
Missouri
$349K -$29.5K -1,728 -8%
GWM
439
Gray Wealth Management
Maine
$349K – – –
SF
440
Summit Financial
New Jersey
$349K -$205K -12,020 -37%
NCM
441
Northwest Capital Management
Oregon
$346K – – –
MMHP
442
Murphy Middleton Hinkle & Parker
Georgia
$344K -$8.75K -512 -2%
WSTAM
443
Wilbanks Smith & Thomas Asset Management
Virginia
$344K +$18K +1,052 +6%
AFA
444
American Financial Advisors
Georgia
$343K -$5.26K -308 -2%
FRA
445
Front Row Advisors
California
$342K +$838 +40 +0.2%
BFEC
446
Benjamin F. Edwards & Company
Missouri
$342K +$114K +6,664 +50%
CIC
447
Carnegie Investment Counsel
Ohio
$337K -$80.7K -4,728 -19%
DP
448
DDD Partners
Washington
$336K +$1.71K +100 +0.5%
WOC
449
West Oak Capital
California
$335K -$19.8K -1,160 -6%
GDP
450
Great Diamond Partners
Maine
$334K -$11.4K -668 -3%
16 17
18
19 20