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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
$67.9M
3
HighTower Advisors
HighTower Advisors
Illinois
$49.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$49M
5
KAS
Kestra Advisory Services
Texas
$15.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$314M
2
Charles Schwab
Charles Schwab
California
$250M
3
FMT
First Mercantile Trust
Tennessee
$39.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
$147M
5
KBFS
Kohmann Bosshard Financial Services
Ohio
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
651
Simon Quick Advisors
New Jersey
$51K +$29.8K +1,332 +141%
S
652
SignatureFD
Georgia
$50K +$5.12K +228 +11%
PK
653
Pflug Koory
Nebraska
$46K – – –
AssetMark Inc
654
AssetMark Inc
California
$46K +$15.7K +700 +52%
BCM
655
Blume Capital Management
California
$45K – – –
AWG
656
Altus Wealth Group
Colorado
$44K +$44K +1,976 New
BCA
657
Berman Capital Advisors
Georgia
$43K -$13.7K -628 -24%
GT
658
Glenmede Trust
Pennsylvania
$43K +$26.1K +1,200 +155%
CFA
659
Carroll Financial Associates
North Carolina
$42K -$40.9K -1,868 -49%
TPWA
660
TRUE Private Wealth Advisors
Oregon
$42K – – –
SWM
661
Sugarloaf Wealth Management
Georgia
$41K – – –
IA
662
Inspire Advisors
Idaho
$35K +$35K +1,572 New
TCOV
663
Trust Company of Vermont
Vermont
$34K +$34K +1,544 New
AAP
664
Arax Advisory Partners
Colorado
$32K -$14.4K -648 -31%
AA
665
Ancora Advisors
Ohio
$32K +$178 +8 +0.6%
SL
666
Savior LLC
Massachusetts
$31K +$20K +896 +181%
DI
667
Disciplined Investments
Oklahoma
$30K – – –
LGA
668
Lebenthal Global Advisors
New York
$29K +$29K +1,320 New
KTC
669
Kistler-Tiffany Companies
Pennsylvania
$28K – – –
AFG
670
Albion Financial Group
Utah
$28K +$28K +1,236 New
LWA
671
Lenox Wealth Advisors
New York
$27K – – –
CAAS
672
Capital Asset Advisory Services
Michigan
$27K +$632 +28 +2%
Fifth Third Bancorp
673
Fifth Third Bancorp
Ohio
$26K – – –
POIA
674
Pin Oak Investment Advisors
Texas
$26K – – –
WC
675
Westwind Capital
New Mexico
$25K -$175 -8 -0.7%
25 26
27
28 29