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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 %
OIA
626
Optimum Investment Advisors
Illinois
$103K -$4.17K -188 -4%
FMII
627
Farmers & Merchants Investments Inc
Nebraska
$95K – – –
LFG
628
Larson Financial Group
Missouri
$92K -$84.3K -3,776 -48%
FPW
629
Flagship Private Wealth
Massachusetts
$91.1K +$91.1K +3,868 New
OFG
630
Oxford Financial Group
Indiana
$91K +$1.07K +48 +1%
CAM
631
Costello Asset Management
Pennsylvania
$90K -$3.11K -140 -3%
PFO
632
Pathstone Family Office
New Jersey
$89K – – –
US Bancorp
633
US Bancorp
Minnesota
$83K -$533 -24 -0.6%
SFSIG
634
San Francisco Sentry Investment Group
California
$80K – – –
CCA
635
Column Capital Advisors
Indiana
$80K – – –
Deutsche Bank
636
Deutsche Bank
Germany
$80K +$26.7K +1,200 +50%
PP
637
PDS Planning
Ohio
$80K +$80K +3,584 New
FCH
638
Freestone Capital Holdings
Washington
$77.1K +$77.1K +3,464 New
TSW
639
Thompson Siegel & Walmsley
Virginia
$76K +$59K +2,640 +347%
CPFP
640
Clear Perspectives Financial Planning
Ohio
$72K +$72K +3,256 New
FFA
641
Freedman Financial Associates
Massachusetts
$69K +$69K +3,112 New
PB
642
Pinnacle Bancorp
Nebraska
$68K +$5.38K +240 +9%
GCM
643
Gables Capital Management
Florida
$67K – – –
SWM
644
Selective Wealth Management
Virginia
$66K -$17.5K -788 -21%
FHA
645
First Horizon Advisors
Tennessee
$65K +$34.9K +1,576 +116%
TWA
646
TCI Wealth Advisors
Arizona
$62K – – –
PWPS
647
Pinnacle Wealth Planning Services
Ohio
$62K +$62K +2,768 New
HWA
648
HCR Wealth Advisors
California
$61K +$3.31K +148 +6%
RFA
649
Reilly Financial Advisors
California
$59K – – –
PO
650
Private Ocean
California
$53K +$21.8K +988 +70%
24 25
26
27 28