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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 %
SPIA
676
Steward Partners Investment Advisory
New York
$23K +$355 +16 +2%
MAM
677
McCarthy Asset Management
California
$23K +$23K +1,024 New
VRM
678
Vectors Research Management
New York
$22K -$3.43K -156 -13%
TFGT
679
TS Financial Group (TSFG)
Illinois
$22K +$21.3K +956 +2,988%
FF
680
FourThought Financial
Florida
$22K +$22K +1,000 New
EA
681
Elm Advisors
California
$22K +$22K +1,000 New
CIA
682
Cascade Investment Advisors
Oregon
$20.5K – – –
MAM
683
Meeder Asset Management
Ohio
$20K +$20K +912 New
KPCM
684
Kings Point Capital Management
New York
$19K -$123K -5,484 -87%
Franklin Resources
685
Franklin Resources
California
$19K -$8.14K -360 -30%
HPC
686
HM Payson & Co
Maine
$19K – – –
GG
687
Gleason Group
Kentucky
$19K +$89 +4 +0.5%
SIM
688
Sonora Investment Management
Arizona
$19K +$10.6K +476 +127%
TCWA
689
Ten Capital Wealth Advisors
Washington
$19K +$19K +872 New
EPM
690
Elm Partners Management
Pennsylvania
$18K – – –
BWM
691
Baystate Wealth Management
Massachusetts
$18K – – –
NG
692
NWK Group
California
$17K -$1.1K -48 -6%
CA
693
Clearstead Advisors
Ohio
$17K +$1.09K +48 +7%
MA
694
MCF Advisors
Kentucky
$16K -$711 -32 -4%
Citigroup
695
Citigroup
New York
$16K +$3.64K +164 +29%
SWA
696
SOA Wealth Advisors
New York
$16K +$16K +640 New
GIP
697
Granite Investment Partners
California
$16K +$16K +716 New
TCM
698
TD Capital Management
Tennessee
$15K – – –
AWM
699
Accel Wealth Management
Iowa
$15K +$15K +664 New
CMA
700
Cedar Mountain Advisors
Oregon
$14K – – –
26 27
28
29 30