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Schwab U.S Small- Cap ETF
SCHA

748 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

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

44% more funds holding in top 10

Funds holding in top 10: 52 → 75 (+23)

43% more call options, than puts

Call options by funds: $966K | Put options by funds: $675K

36% more capital invested

Capital invested by funds: $5.81B → $7.93B (+$2.11B)

17% more funds holding

Funds holding: 637 → 748 (+111)

5.33% more ownership

Funds ownership: 240.87% → 246.2% (+5.3%)

0% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 257

Holders
748
Holders Change
+111
Holders Change %
+17.43%
% of All Funds
13.24%
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

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
+$67.3M
2
FMP
Financial Management Professionals
Texas
+$34.5M
3
HighTower Advisors
HighTower Advisors
Illinois
+$25.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16M
5
KAS
Kestra Advisory Services
Texas
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
-$30.5M
2
Charles Schwab
Charles Schwab
California
-$13.2M
3
FMT
First Mercantile Trust
Tennessee
-$11.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$9.52M
5
KBFS
Kohmann Bosshard Financial Services
Ohio
-$8.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
576
Apriem Advisors
California
$247K -$28K -1,408 -11%
WI
577
Wedgewood Investors
Pennsylvania
$247K +$221K +11,108 New
GRP
578
Global Retirement Partners
California
$246K +$93.1K +4,676 +73%
GWCM
579
Godshalk Welsh Capital Management
Pennsylvania
$245K +$219K +11,000 New
NCM
580
Novare Capital Management
North Carolina
$244K +$219K +10,976 New
ICG
581
InterOcean Capital Group
Tennessee
$238K +$213K +10,712 New
SFS
582
Sowell Financial Services
Arkansas
$236K -$2.39K -120 -1%
CAG
583
Compass Advisory Group
New York
$236K +$211K +10,612 New
AIM
584
AMI Investment Management
Indiana
$230K +$206K +10,328 New
FLA
585
Financial Life Advisors
Texas
$230K +$206K +10,340 New
SCM
586
SOL Capital Management
Maryland
$229K +$205K +10,304 New
WWM
587
Western Wealth Management
Colorado
$228K +$204K +10,260 New
FMN
588
Financial Management Network
California
$226K +$185K +9,308 New
PWM
589
Praetorian Wealth Management
California
$224K +$201K +10,072 New
NHC
590
Nicholas Hoffman & Company
Georgia
$222K +$199K +9,996 New
ECG
591
Edge Capital Group
Georgia
$221K +$198K +9,928 New
FA
592
Fagan Associates
New York
$219K +$196K +9,848 New
CFA
593
Capstone Financial Advisors
Illinois
$218K +$195K +9,780 New
BIM
594
Baldwin Investment Management
Pennsylvania
$216K +$194K +9,728 New
LNWWM
595
Laird Norton Wetherby Wealth Management
California
$213K +$190K +9,564 New
PP
596
Patten & Patten
Tennessee
$212K +$190K +9,532 New
AWM
597
Apollon Wealth Management
South Carolina
$211K +$189K +9,496 New
MWP
598
Meridian Wealth Partners
Pennsylvania
$209K -$7.25K -364 -4%
Fisher Asset Management
599
Fisher Asset Management
Washington
$209K +$187K +9,408 New
SCM
600
Southport Capital Management
Tennessee
$208K -$472K -23,720 -72%
22 23
24
25 26

SCHA Hedge Fund Activity: Q4 2020 in Review

748 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q4 2020, worth a combined $7.93B — up 36% from $5.81B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new SCHA positions and 21 closed out — a net gain of 123 holders — while 257 added to existing stakes and 257 trimmed.

The largest buyer was Tidal Investments, opening a new position worth an estimated $67.3M. The largest seller was SEI Investments, cutting an estimated $30.5M.

  • 748 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q4 2020, up from 637 in Q3 2020.
  • Funds reported $7.93B of Schwab U.S Small- Cap ETF stock for Q4 2020, up 36% quarter-over-quarter.
  • 144 funds opened new Schwab U.S Small- Cap ETF positions in Q4 2020 and 21 closed out, a net change of +123 holders.
  • The largest Schwab U.S Small- Cap ETF buyer in Q4 2020 was Tidal Investments, an estimated $67.3M added.
  • The largest Schwab U.S Small- Cap ETF seller in Q4 2020 was SEI Investments, an estimated $30.5M sold.

Based on aggregated 13F filings for Q4 2020.