SCHA icon

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 %
WWM
451
Windsor Wealth Management
Indiana
$572K -$17.8K -800 -3%
DWT
452
Dorsey & Whitney Trust
South Dakota
$568K +$97.3K +4,372 +21%
VVP
453
Venture Visionary Partners
Ohio
$566K +$566K +25,468 New
DP
454
DDD Partners
Washington
$553K +$115K +5,180 +26%
SPFA
455
Summit Place Financial Advisors
New Jersey
$551K +$551K +24,756 New
AFS
456
Annapolis Financial Services
Maryland
$548K +$548K +24,632 New
Fidelity Investments
457
Fidelity Investments
Massachusetts
$545K +$128K +5,760 +31%
NCM
458
Northwest Capital Management
Oregon
$544K +$93.6K +4,204 +21%
CIR
459
Clear Investment Research
Georgia
$542K -$4.45K -200 -0.8%
NWS
460
Newport Wealth Strategies
California
$538K – – –
AFS
461
Access Financial Services
Minnesota
$533K – – –
Susquehanna International Group
462
Susquehanna International Group
Pennsylvania
$532K -$280K -12,604 -35%
PD
463
Planning Directions
Pennsylvania
$514K -$103K -4,616 -17%
CAG
464
Curtis Advisory Group
California
$501K -$33.4K -1,500 -6%
WSTAM
465
Wilbanks Smith & Thomas Asset Management
Virginia
$501K +$53.3K +2,396 +12%
American Century Companies
466
American Century Companies
Missouri
$499K +$167K +7,524 +50%
CWM
467
Campbell Wealth Management
Virginia
$498K -$19.6K -880 -4%
ACM
468
Armbruster Capital Management
New York
$495K -$3.11K -140 -0.6%
OPS
469
Orion Portfolio Solutions
Nebraska
$495K +$16.9K +760 +4%
MWM
470
Madison Wealth Management
Ohio
$484K +$2.23K +100 +0.5%
TAM
471
Townsend Asset Management
North Carolina
$481K +$8.89K +400 +2%
OFS
472
Oldfather Financial Services
Nebraska
$480K +$2.48K +100 +0.5%
SAM
473
Secure Asset Management
Michigan
$478K -$38.9K -1,748 -8%
TIA
474
Tiemann Investment Advisors
California
$476K -$889 -40 -0.2%
PWS
475
Peloton Wealth Strategists
Indiana
$473K – – –
17 18
19
20 21