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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 %
BCA
551
Berman Capital Advisors
Georgia
$44K +$135 +8 +0.3%
VCM
552
Vigilant Capital Management
Maine
$44K +$44K +2,592 New
Deutsche Bank
553
Deutsche Bank
Germany
$41K -$54K -3,160 -57%
AIP
554
Ameritas Investment Partners
Nebraska
$39K – – –
AAP
555
Arax Advisory Partners
Colorado
$36K +$69 +4 +0.2%
BCM
556
Blume Capital Management
California
$35K – – –
PK
557
Pflug Koory
Nebraska
$35K – – –
S
558
SignatureFD
Georgia
$34K -$2.18K -128 -6%
CSPIA
559
Cary Street Partners Investment Advisory
Virginia
$34K +$34K +2,016 New
SWM
560
Sugarloaf Wealth Management
Georgia
$32K – – –
TPWA
561
TRUE Private Wealth Advisors
Oregon
$32K – – –
BAM
562
Barrett Asset Management
New York
$31K +$69 +4 +0.2%
PO
563
Private Ocean
California
$24K – – –
AA
564
Ancora Advisors
Ohio
$24K +$67 +4 +0.3%
DI
565
Disciplined Investments
Oklahoma
$23K -$202 -12 -0.9%
FHA
566
First Horizon Advisors
Tennessee
$23K – – –
AssetMark Inc
567
AssetMark Inc
California
$23K – – –
KTC
568
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
LFG
569
LifePlan Financial Group
Ohio
$21K – – –
Franklin Resources
570
Franklin Resources
California
$20K -$133K -8,000 -87%
LWA
571
Lenox Wealth Advisors
New York
$20K -$9.83K -588 -33%
Fifth Third Bancorp
572
Fifth Third Bancorp
Ohio
$20K -$9.06K -520 -31%
CAAS
573
Capital Asset Advisory Services
Michigan
$20K – – –
WC
574
Westwind Capital
New Mexico
$20K – – –
VRM
575
Vectors Research Management
New York
$20K – – –
21 22
23
24 25