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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 %
MSR
551
Main Street Research
Connecticut
$285K +$285K +12,800 New
PFM
552
Peak Financial Management
Massachusetts
$285K +$285K +12,828 New
NA
553
Nottingham Advisors
New York
$280K – – –
PFGIA
554
Patriot Financial Group Insurance Agency
Massachusetts
$280K +$25.8K +1,160 +10%
PP
555
Palladium Partners
Virginia
$279K +$279K +12,540 New
MF
556
Manchester Financial
California
$278K -$16.8K -752 -6%
AIC
557
Ameritas Investment Company
Nebraska
$276K +$276K +12,428 New
EVM
558
Eaton Vance Management
Massachusetts
$274K +$274K +12,280 New
FWCM
559
Ferguson Wellman Capital Management
Oregon
$273K – – –
HFA
560
Hoover Financial Advisors
Pennsylvania
$272K -$97.7K -4,036 -26%
SWA
561
SFMG Wealth Advisors
Texas
$272K +$981 +44 +0.4%
MA
562
Modus Advisors
Minnesota
$271K -$22.9K -1,028 -8%
CW
563
CreativeOne Wealth
Kansas
$270K +$270K +12,140 New
RDFA
564
Ritter Daniher Financial Advisory
Ohio
$269K +$269K +12,076 New
FPCG
565
Fort Pitt Capital Group
Pennsylvania
$268K +$268K +12,032 New
FNBOMD
566
First National Bank of Mount Dora
Florida
$267K – – –
SCM
567
Stordahl Capital Management
Colorado
$267K – – –
Northern Trust
568
Northern Trust
Illinois
$265K -$18K -808 -6%
AL
569
Aspiriant LLC
California
$265K – – –
PFA
570
Pure Financial Advisors
California
$259K -$39.5K -1,776 -13%
NCMW
571
Northern Capital Management (Washington)
Washington
$254K +$254K +11,400 New
BFM
572
Broadview Financial Management
Wisconsin
$253K -$79.2K -3,556 -24%
APWM
573
Atlas Private Wealth Management
New York
$252K -$63.1K -2,832 -20%
KCM
574
Kathmere Capital Management
Pennsylvania
$252K -$54.7K -2,456 -18%
JCM
575
Jacobsen Capital Management
Utah
$252K -$13.8K -620 -5%
21 22
23
24 25