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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 %
MAS
451
Madden Advisory Services
Florida
$330K -$135K -7,912 -29%
FC
452
Fusion Capital
South Carolina
$328K -$56.5K -3,312 -15%
PIM
453
Penobscot Investment Management
Massachusetts
$325K – – –
EAM
454
Evanson Asset Management
California
$324K +$1.3K +76 +0.4%
G
455
Gainplan
Michigan
$321K -$10.4K -608 -3%
Fidelity Investments
456
Fidelity Investments
Massachusetts
$320K +$41.2K +2,412 +15%
SWP
457
Stratos Wealth Partners
Ohio
$318K -$13.1K -768 -4%
HI
458
Human Investing
Oregon
$317K -$210K -12,336 -40%
CCM
459
Carlson Capital Management
Minnesota
$314K -$4.72K -276 -1%
PCM
460
Parsons Capital Management
Rhode Island
$308K – – –
WIC
461
Whitegate Investment Counselors
New Hampshire
$301K +$14.1K +824 +5%
SP
462
SWS Partners
Ohio
$301K +$301K +17,640 New
SAM
463
Shone Asset Management
California
$292K -$14.5K -780 -5%
PFBT
464
Parkside Financial Bank & Trust
Missouri
$292K -$6.77K -396 -2%
SRC
465
Sage Rhino Capital
California
$291K -$19.9K -1,164 -6%
HI
466
Hendershot Investments
Virginia
$291K +$22K +1,288 +8%
TWM
467
Triton Wealth Management
Arizona
$290K -$570 -32 -0.2%
FM
468
Foster & Motley
Ohio
$289K -$40.3K -2,360 -12%
LJAC
469
L.J. Altfest & Co
New York
$288K +$1.92K +112 +0.7%
EH
470
Equitable Holdings
New York
$282K -$34.2K -2,000 -11%
AWA
471
Arete Wealth Advisors
Illinois
$279K -$1.05K -60 -0.4%
CAM
472
Carret Asset Management
New York
$275K – – –
HB
473
Homrich & Berg
Georgia
$270K -$12.8K -748 -5%
PAM
474
Premier Asset Management
Illinois
$266K -$14K -820 -5%
BCM
475
Boltwood Capital Management
California
$265K +$3.42K +200 +1%
17 18
19
20 21