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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 %
EW
601
Evoke Wealth
California
$9K – – –
Citigroup
602
Citigroup
New York
$9K +$1.23K +76 +16%
EI
603
Ellevest Inc
New York
$8K -$6.81K -412 -46%
NFSG
604
Newbridge Financial Services Group
Florida
$8K +$8K +448 New
SL
605
Savior LLC
Massachusetts
$8K +$8K +496 New
ME
606
McIlrath & Eck
Washington
$6K -$1.12K -64 -16%
SIM
607
Sonora Investment Management
Arizona
$6K -$383 -24 -6%
HCM
608
Horrell Capital Management
Arkansas
$6K – – –
1IA
609
1834 Investment Advisors
Wisconsin
$5K -$1.14K -60 -19%
BAM
610
Bellevue Asset Management
Washington
$5K – – –
JPMorgan Chase & Co
611
JPMorgan Chase & Co
New York
$5K +$5K +320 New
CAL
612
Capital Advisors Ltd
Ohio
$4K – – –
JCM
613
Jacobi Capital Management
Pennsylvania
$4K – – –
FP
614
Financial Perspectives
Minnesota
$3.35K – – –
FHA
615
Flagship Harbor Advisors
Massachusetts
$3K – – –
AC
616
AlphaCore Capital
California
$3K – – –
CFFP
617
Center for Financial Planning
Michigan
$2K – – –
MSFP
618
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
CCMW
619
Cypress Capital Management (Wyoming)
Wyoming
$2K – – –
CIM
620
Contravisory Investment Management
Massachusetts
$2K +$1.03K +72 +106%
OAJ
621
Ogorek Anthony Joseph
New York
$1K – – –
LDFR
622
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
BCMIO
623
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
TFGT
624
TS Financial Group (TSFG)
Illinois
$1K – – –
WP
625
WealthShield Partners
North Carolina
$1K +$1K +44 New
23 24
25
26 27