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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
$2.86B
2
FMP
Financial Management Professionals
Texas
$22.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$35.5M
4
Creative Planning
Creative Planning
Kansas
$39.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$36.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$184M
2
SEI Investments
SEI Investments
Pennsylvania
$268M
3
AG
Appleton Group
Wisconsin
$573K
4
FNC
First National Corp
Massachusetts
$0
5
KFC
Klingenstein Fields & Co
New York
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
501
Calamos Advisors
Illinois
$215K +$215K +12,580 New
NA
502
Nottingham Advisors
New York
$215K +$215K +12,600 New
AA
503
Apriem Advisors
California
$214K +$214K +12,512 New
FWCM
504
Ferguson Wellman Capital Management
Oregon
$209K +$209K +12,248 New
WIA
505
World Investment Advisors
California
$208K -$4.71K -276 -2%
SWA
506
SFMG Wealth Advisors
Texas
$208K +$208K +12,160 New
SCM
507
Stordahl Capital Management
Colorado
$205K -$25.9K -1,512 -11%
FNBOMD
508
First National Bank of Mount Dora
Florida
$205K +$205K +12,000 New
JCM
509
Jacobsen Capital Management
Utah
$204K -$13K -764 -6%
AL
510
Aspiriant LLC
California
$203K +$203K +11,856 New
PFGIA
511
Patriot Financial Group Insurance Agency
Massachusetts
$195K -$97.6K -5,716 -33%
CF
512
Centaurus Financial
California
$188K -$25.9K -1,520 -12%
SFS
513
Sowell Financial Services
Arkansas
$183K +$6.34K +372 +4%
MWP
514
Meridian Wealth Partners
Pennsylvania
$167K -$115K -6,704 -41%
PFP
515
Pinnacle Financial Partners
Tennessee
$165K +$682 +40 +0.4%
TFS
516
TrustCore Financial Services
Tennessee
$151K -$44.8K -2,632 -23%
ACA
517
Aptus Capital Advisors
Alabama
$151K +$30.4K +1,788 +25%
JWM
518
Jeppson Wealth Management
California
$150K +$150K +8,760 New
Rockefeller Capital Management
519
Rockefeller Capital Management
New York
$148K +$1.16K +68 +0.8%
BFC
520
Bedel Financial Consulting
Indiana
$145K +$68 +4 +0%
LFG
521
Larson Financial Group
Missouri
$135K -$37.5K -2,196 -22%
BWA
522
BDO Wealth Advisors
Florida
$134K – – –
SSB
523
Sandy Spring Bank
Maryland
$119K -$13.8K -808 -10%
ICM
524
Islay Capital Management
Texas
$111K -$6.23K -364 -5%
GRP
525
Global Retirement Partners
California
$109K -$73.4K -4,312 -40%
19 20
21
22 23