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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 %
NL
526
NWAM LLC
Washington
$348K +$348K +15,624 New
PAM
527
Premier Asset Management
Illinois
$347K – – –
PG
528
Proffitt & Goodson
Tennessee
$344K – – –
MAS
529
Madden Advisory Services
Florida
$342K -$88.9K -3,996 -21%
FC
530
Fusion Capital
South Carolina
$341K -$87.3K -3,920 -20%
WP
531
WealthSource Partners
California
$339K -$334K -14,992 -50%
SAM
532
Shone Asset Management
California
$338K -$8.08K -368 -2%
FM
533
Family Management
New York
$337K +$337K +15,132 New
AIM
534
Acropolis Investment Management
Missouri
$333K – – –
RCA
535
Rowland Carmichael Advisors
Arizona
$329K +$24K +1,080 +8%
SG
536
Somerset Group
Minnesota
$327K -$6.94K -312 -2%
F
537
F3Logic
Minnesota
$326K -$10.8K -488 -3%
LIA
538
LBMC Investment Advisors
Tennessee
$324K +$32K +1,440 +11%
LNB
539
Ledyard National Bank
$315K – – –
TFA
540
Trinity Financial Advisors
Ohio
$313K +$313K +14,076 New
WIA
541
World Investment Advisors
California
$311K +$204 +8 +0.1%
CA
542
Cetera Advisors
Colorado
$307K +$307K +13,784 New
SAM
543
Sawgrass Asset Management
Florida
$296K – – –
SP
544
SWS Partners
Ohio
$294K -$98.9K -4,440 -25%
SFG
545
Sovereign Financial Group
Connecticut
$293K +$293K +13,152 New
Calamos Advisors
546
Calamos Advisors
Illinois
$291K +$11.4K +512 +4%
FCA
547
FinTrust Capital Advisors
South Carolina
$290K -$445 -20 -0.2%
SF
548
Summit Financial
New Jersey
$289K -$165K -7,404 -36%
BWM
549
Blossom Wealth Management
California
$289K +$289K +13,032 New
LF
550
LifeSteps Financial
California
$285K -$9.07K -408 -3%
20 21
22
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