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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 %
PG
476
Proffitt & Goodson
Tennessee
$264K – – –
HFA
477
Hoover Financial Advisors
Pennsylvania
$261K -$53K -3,104 -17%
FG
478
Fiduciary Group
Georgia
$258K -$2.59K -152 -1%
AIM
479
Acropolis Investment Management
Missouri
$256K -$9.5K -556 -4%
SG
480
Somerset Group
Minnesota
$256K – – –
BFM
481
Broadview Financial Management
Wisconsin
$255K -$5.74K -336 -2%
American Century Companies
482
American Century Companies
Missouri
$255K +$255K +14,904 New
Cerity Partners
483
Cerity Partners
New York
$253K +$31.5K +1,844 +14%
BCWM
484
Blue Chip Wealth Management
Florida
$248K -$4.71K -276 -2%
LNB
485
Ledyard National Bank
$242K -$36.4K -2,128 -13%
APWM
486
Atlas Private Wealth Management
New York
$242K -$32.5K -1,900 -12%
KCM
487
Kathmere Capital Management
Pennsylvania
$235K – – –
PWW
488
Pettyjohn Wood & White
Virginia
$235K +$235K +13,740 New
RCA
489
Rowland Carmichael Advisors
Arizona
$234K +$30.7K +1,796 +15%
FLPIM
490
F.L. Putnam Investment Management
Massachusetts
$231K -$132K -7,720 -36%
William Blair & Company
491
William Blair & Company
Illinois
$231K +$184K +10,804 +393%
PFA
492
Pure Financial Advisors
California
$229K +$14.2K +832 +7%
SAM
493
Sawgrass Asset Management
Florida
$227K -$2.05K -120 -0.9%
MF
494
Manchester Financial
California
$226K -$278K -16,260 -55%
FC
495
Forte Capital
New York
$226K -$30.9K -1,808 -12%
LF
496
LifeSteps Financial
California
$226K -$6.29K -368 -3%
MA
497
Modus Advisors
Minnesota
$225K -$615K -36,072 -73%
LIA
498
LBMC Investment Advisors
Tennessee
$225K – – –
SBIA
499
Sheaff Brock Investment Advisors
Indiana
$221K +$221K +12,928 New
Northern Trust
500
Northern Trust
Illinois
$217K +$217K +12,704 New
18 19
20
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