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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 %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$108K – – –
KPCM
527
Kings Point Capital Management
New York
$108K +$478 +28 +0.4%
RG
528
Retirement Group
California
$106K – – –
CWC
529
Carolinas Wealth Consulting
North Carolina
$91K -$3.96K -232 -4%
CDIA
530
Capital Directions Investment Advisors
Georgia
$90K +$13.7K +800 +18%
TI
531
tru Independence
Oregon
$87K +$87K +5,060 New
OIA
532
Optimum Investment Advisors
Illinois
$83K +$61.5K +3,584 +286%
CAM
533
Costello Asset Management
Pennsylvania
$73K -$1.95K -112 -3%
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$73K – – –
OFG
535
Oxford Financial Group
Indiana
$69K -$257K -15,036 -79%
PFO
536
Pathstone Family Office
New Jersey
$68K +$68K +4,000 New
US Bancorp
537
US Bancorp
Minnesota
$64K -$51K -2,996 -44%
SWM
538
Selective Wealth Management
Virginia
$64K +$272 +16 +0.4%
GWM
539
Geneos Wealth Management
Colorado
$64K +$5.08K +304 +9%
CFA
540
Carroll Financial Associates
North Carolina
$64K +$49.2K +2,908 +332%
CCA
541
Column Capital Advisors
Indiana
$61K -$17.7K -1,044 -23%
SFSIG
542
San Francisco Sentry Investment Group
California
$61K – – –
HR
543
Howe & Rusling
New York
$60K +$9.33K +544 +18%
GCM
544
Gables Capital Management
Florida
$52K – – –
CIAS
545
CBIZ Investment Advisory Services
Ohio
$52K -$51K – –
PB
546
Pinnacle Bancorp
Nebraska
$48K +$48K +2,796 New
TWA
547
TCI Wealth Advisors
Arizona
$47K – – –
RFA
548
Reilly Financial Advisors
California
$46K -$74K -4,296 -62%
IA
549
Independence Advisors
Pennsylvania
$45K – – –
HWA
550
HCR Wealth Advisors
California
$44K -$7.7K -452 -15%
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22
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