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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 %
FP
626
Fiduciary Planning
Florida
$1K +$1K +52 New
TFM
627
TFC Financial Management
Massachusetts
$1K +$1K +68 New
FWM
628
Focused Wealth Management
New York
$1K +$1K +80 New
Millennium Management
629
Millennium Management
New York
$323 -$997 -58,352 -76%
F
630
F3Logic
Minnesota
$259 -$34 -2,004 -12%
FCA
631
FinTrust Capital Advisors
South Carolina
$223 -$15 -852 -6%
KFS
632
Kelly Financial Services
Massachusetts
$209 – – –
WIM
633
Westside Investment Management
California
$1 – – –
FNC
634
First National Corp
Massachusetts
– -$8.17M -500,392 Closed
Jane Street
635
Jane Street
New York
– -$5.52M -337,728 Closed
Koshinski Asset Management
636
Koshinski Asset Management
Illinois
– -$2.73M -167,200 Closed
WDL
637
Well Done LLC
Michigan
– -$1.45M -88,700 Closed
IDA
638
Intelligence Driven Advisers
California
– -$896K -54,856 Closed
CWS
639
Cypress Wealth Services
California
– -$670K -41,000 Closed
BC
640
Burleson & Co
California
– -$724K -40,552 Closed
TSS
641
Two Sigma Securities
New York
– -$661K -40,480 Closed
ACM
642
AlphaStar Capital Management
North Carolina
– -$441K -26,212 Closed
FA
643
Fagan Associates
New York
– -$418K -25,608 Closed
BMM
644
Buffington Mohr McNeal
Idaho
– -$385K -23,596 Closed
Fisher Asset Management
645
Fisher Asset Management
Washington
– -$335K -20,480 Closed
NL
646
NWAM LLC
Washington
– -$303K -18,528 Closed
FPCG
647
Fort Pitt Capital Group
Pennsylvania
– -$293K -17,916 Closed
MFG
648
Merit Financial Group
Georgia
– -$257K -15,740 Closed
MWA
649
MFA Wealth Advisors
Pennsylvania
– -$127K -7,792 Closed
AWM
650
Apollon Wealth Management
South Carolina
– -$112K -6,884 Closed
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