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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 %
ACI
426
Alpha Cubed Investments
California
$656K – – –
TSS
427
Two Sigma Securities
New York
$656K +$656K +29,464 New
WCM
428
Wealthcare Capital Management
Virginia
$653K -$149K -6,692 -19%
VFA
429
Valeo Financial Advisors
Indiana
$650K -$33.8K -1,516 -5%
AWA
430
Acorn Wealth Advisors
Michigan
$650K -$27K -1,216 -4%
MMA
431
Miracle Mile Advisors
California
$646K -$65.3K -2,936 -9%
CHJWM
432
Carlton Hofferkamp & Jenks Wealth Management
Texas
$640K +$1.45K +60 +0.2%
CAMG
433
CWA Asset Management Group
Florida
$634K – – –
SFG
434
Sunburst Financial Group
Alabama
$634K +$33.9K +1,524 +6%
JAG
435
Journey Advisory Group
Kentucky
$632K +$632K +28,392 New
AAS
436
Avantax Advisory Services
Texas
$630K -$127K -5,704 -17%
PNC Financial Services Group
437
PNC Financial Services Group
Pennsylvania
$630K -$20.3K -912 -3%
BDFN
438
Bond & Devick Financial Network
Minnesota
$623K +$623K +28,020 New
FA
439
FDx Advisors
Illinois
$622K -$65.1K -2,928 -9%
DTC
440
Davidson Trust Company
Washington
$616K – – –
EGWAG
441
Elwood & Goetz Wealth Advisory Group
Georgia
$614K -$4.01K -180 -0.6%
MCM
442
Mitchell Capital Management
Kansas
$605K +$22.2K +996 +4%
MA
443
Mutual Advisors
Nebraska
$589K -$165K -7,400 -22%
VHAM
444
Van Hulzen Asset Management
California
$582K -$18.2K -820 -3%
NFG
445
Northeast Financial Group
Pennsylvania
$581K +$581K +26,100 New
FCM
446
Fortis Capital Management
Washington
$578K +$66.8K +3,000 +13%
SWM
447
Stockman Wealth Management
Montana
$575K -$80K -3,600 -12%
NFG
448
Next Financial Group
Texas
$574K +$106K +4,776 +23%
CA
449
Capital Advantage
California
$573K -$16.7K -748 -3%
GIA
450
GHP Investment Advisors
Colorado
$573K +$107K +4,828 +23%
16 17
18
19 20