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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 %
LWANC
476
Laurel Wealth Advisors (North Carolina)
North Carolina
$472K -$38.3K -1,720 -7%
LB
477
Legacy Bridge
Iowa
$469K – – –
CIC
478
Carnegie Investment Counsel
Ohio
$466K +$26.7K +1,200 +6%
MMHP
479
Murphy Middleton Hinkle & Parker
Georgia
$464K +$16.1K +724 +4%
RPA
480
Rock Point Advisors
Vermont
$461K – – –
GWM
481
Gray Wealth Management
Maine
$461K +$5.79K +260 +1%
SBIA
482
Sheaff Brock Investment Advisors
Indiana
$457K +$169K +7,600 +59%
PCWA
483
Pacific Capital Wealth Advisors
California
$455K – – –
GDP
484
Great Diamond Partners
Maine
$453K +$17.3K +776 +4%
APP
485
Avantax Planning Partners
Iowa
$452K -$114K -5,136 -20%
BFEC
486
Benjamin F. Edwards & Company
Missouri
$448K +$2.23K +100 +0.5%
BL
487
BCWM LLC
Kansas
$444K -$18.5K -832 -4%
VCP
488
Vista Capital Partners
Oregon
$440K -$102K -4,572 -19%
BFPW
489
BOK Financial Private Wealth
Colorado
$440K -$78.9K -3,544 -15%
SMG
490
Spectrum Management Group
Indiana
$439K -$183K -8,228 -29%
SF
491
Synovus Financial
Georgia
$436K -$37.8K -1,696 -8%
AFA
492
American Financial Advisors
Georgia
$436K -$10.8K -484 -2%
WOC
493
West Oak Capital
California
$436K -$1.34K -60 -0.3%
CCM
494
Carlson Capital Management
Minnesota
$436K +$4.51K +192 +1%
FC
495
Forte Capital
New York
$429K +$135K +6,052 +46%
M&T Bank
496
M&T Bank
New York
$426K +$426K +19,136 New
EAM
497
Evanson Asset Management
California
$423K +$1.42K +64 +0.3%
CA
498
Calton & Associates
Florida
$422K -$77.9K -3,496 -16%
IA
499
IFG Advisory
Georgia
$421K +$421K +18,936 New
GB
500
Goepper Burkhardt
South Carolina
$418K +$418K +18,784 New
18 19
20
21 22