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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 %
AIP
501
Almanack Investment Partners
Pennsylvania
$411K +$9.44K +424 +2%
WW
502
Waterfront Wealth
Kansas
$408K +$408K +18,356 New
PCM
503
Parsons Capital Management
Rhode Island
$399K -$1.33K -60 -0.3%
LJAC
504
L.J. Altfest & Co
New York
$396K +$21.3K +956 +6%
DWP
505
Destiny Wealth Partners
Florida
$394K +$394K +17,700 New
GSC
506
Ground Swell Capital
South Carolina
$392K +$392K +17,604 New
WIC
507
Whitegate Investment Counselors
New Hampshire
$391K -$891 -40 -0.2%
HI
508
Human Investing
Oregon
$385K -$28.4K -1,276 -7%
HI
509
Hendershot Investments
Virginia
$383K +$3.39K +152 +0.9%
FLPIM
510
F.L. Putnam Investment Management
Massachusetts
$382K +$81.2K +3,648 +27%
PFBT
511
Parkside Financial Bank & Trust
Missouri
$380K +$89 +4 +0%
SRC
512
Sage Rhino Capital
California
$379K – – –
PIM
513
Penobscot Investment Management
Massachusetts
$378K -$44.5K -2,000 -11%
G
514
Gainplan
Michigan
$375K -$43.2K -1,940 -10%
EH
515
Equitable Holdings
New York
$370K +$2.94K +132 +0.8%
Bank of New York Mellon
516
Bank of New York Mellon
New York
$367K -$409K -18,372 -53%
JWS
517
Juncture Wealth Strategies
Arizona
$367K +$367K +16,492 New
FM
518
Foster & Motley
Ohio
$365K -$11.8K -532 -3%
FG
519
Fiduciary Group
Georgia
$363K -$20.8K -820 -5%
BCM
520
Boltwood Capital Management
California
$363K +$17.8K +800 +5%
TWM
521
Triton Wealth Management
Arizona
$360K -$3.48K -156 -1%
CAM
522
Carret Asset Management
New York
$359K – – –
MA
523
MJP Associates
Connecticut
$357K +$357K +16,044 New
BAM
524
Barrett Asset Management
New York
$355K +$315K +14,144 +782%
FRA
525
Front Row Advisors
California
$349K -$14.1K -632 -4%
19 20
21
22 23