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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 %
HI
701
Hoey Investments
Pennsylvania
$13K – – –
PMFA
702
Plante Moran Financial Advisors
Michigan
$13K – – –
HFS
703
Hantz Financial Services
Michigan
$13K – – –
GI
704
GS Investments
Minnesota
$13K +$13K +568 New
CCM
705
Covington Capital Management
California
$12K – – –
GI
706
Gradient Investments
Minnesota
$12K – – –
APW
707
Acima Private Wealth
Virginia
$12K +$12K +524 New
GFPC
708
Global Financial Private Client
Florida
$11K +$11K +496 New
HNB
709
Huntington National Bank
Ohio
$11K – – –
EW
710
Evoke Wealth
California
$11K – – –
CIAS
711
CBIZ Investment Advisory Services
Ohio
$11K -$52K – –
EI
712
Ellevest Inc
New York
$11K +$90 +4 +0.8%
NFSG
713
Newbridge Financial Services Group
Florida
$10K – – –
WWM
714
Wagner Wealth Management
South Carolina
$9K +$9K +392 New
AWM
715
Aberdeen Wealth Management
Illinois
$9K +$9K +400 New
HCM
716
Horrell Capital Management
Arkansas
$8K – – –
ME
717
McIlrath & Eck
Washington
$8K – – –
BAM
718
Bellevue Asset Management
Washington
$7K – – –
APWA
719
Atlas Private Wealth Advisors
New Jersey
$7K +$7K +300 New
JPMorgan Chase & Co
720
JPMorgan Chase & Co
New York
$6K -$1.5K -64 -20%
JCM
721
Jacobi Capital Management
Pennsylvania
$6K – – –
CAL
722
Capital Advisors Ltd
Ohio
$6K – – –
KAM
723
Kopion Asset Management
Texas
$5K +$5K +240 New
FA
724
Financial Advantage
Maryland
$5K +$5K +256 New
FP
725
Financial Perspectives
Minnesota
$4.36K – – –
27 28
29
30 31