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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
1
Tidal Investments
Wisconsin
$75.2M
2
FMP
2
Financial Management Professionals
Texas
$67.9M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$49.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$49M
5
KAS
5
Kestra Advisory Services
Texas
$15.2M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$314M
2
Charles Schwab
2
Charles Schwab
California
$250M
3
FMT
3
First Mercantile Trust
Tennessee
$39.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$147M
5
KBFS
5
Kohmann Bosshard Financial Services
Ohio
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$31.2M +$759K +34,096 +2%
KFC
27
Klingenstein Fields & Co
New York
$29.8M -$368K -16,560 -1%
LWMT
28
Legacy Wealth Management (Tennessee)
Tennessee
$29.1M -$1.45M -65,016 -5%
Morgan Stanley
29
Morgan Stanley
New York
$28.9M +$2.59M +116,228 +10%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$26.6M +$258K +11,616 +1%
RWM
31
RKL Wealth Management
Pennsylvania
$25.4M -$554K -24,908 -2%
FA
32
Financial Advisors
Massachusetts
$23.4M +$884K +39,724 +4%
EFSCE
33
Enterprise Financial Services Corp (EFSC)
Missouri
$22.7M -$632K -28,424 -3%
BWM
34
BerganKDV Wealth Management
Minnesota
$22.3M -$317K -14,228 -1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$21.1M +$14.9M +671,372 +244%
BWA
36
BlueSky Wealth Advisors
North Carolina
$19.3M -$739K -33,228 -4%
MI
37
Moneywise Inc
Virginia
$19M -$280K -12,572 -1%
MAG
38
Mokosak Advisory Group
Iowa
$18.5M +$247K +11,124 +1%
OIA
39
OneDigital Investment Advisors
Kansas
$17.7M -$823K -36,948 -4%
Wells Fargo
40
Wells Fargo
California
$16.5M +$609K +27,392 +4%
CST
41
Charles Schwab Trust
Nevada
$16.4M +$964K +43,304 +6%
SFA
42
Sequoia Financial Advisors
Ohio
$16.2M -$341K -15,316 -2%
RRWA
43
Rainey & Randall Wealth Advisors
Florida
$15.8M +$463K +20,816 +3%
VWA
44
Visionary Wealth Advisors
Illinois
$15.7M -$214K -9,616 -1%
KAS
45
Kestra Advisory Services
Texas
$15.2M +$15.2M +682,248 +168,873%
QI
46
QS Investors
New York
$14.7M -$1.16M -52,172 -7%
RA
47
Reby Advisors
Connecticut
$14.6M +$14.6M +658,352 New
SFP
48
Strategic Financial Planning
Texas
$14.5M -$670K -30,108 -4%
SC
49
Savant Capital
Illinois
$14.4M +$95.1K +4,272 +0.7%
MFGP
50
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.4M +$394K +17,720 +3%
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