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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
1
Charles Schwab Investment Advisory
California
$2.86B
2
FMP
2
Financial Management Professionals
Texas
$22.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$35.5M
4
Creative Planning
4
Creative Planning
Kansas
$39.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$36.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$184M
2
SEI Investments
2
SEI Investments
Pennsylvania
$268M
3
AG
3
Appleton Group
Wisconsin
$573K
4
FNC
4
First National Corp
Massachusetts
$0
5
KFC
5
Klingenstein Fields & Co
New York
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFGP
51
Marshall Financial Group (Pennsylvania)
Pennsylvania
$10.7M -$32.5K -1,900 -0.3%
PMG
52
ProVise Management Group
Florida
$10.2M -$76.1K -4,456 -0.7%
BWA
53
Burt Wealth Advisors
Maryland
$10.2M +$120K +7,044 +1%
BSB
54
Bangor Savings Bank
Maine
$10.1M +$110K +6,444 +1%
BFG
55
Bouchey Financial Group
New York
$9.89M +$429K +25,112 +5%
SWM
56
SVA Wealth Management
Wisconsin
$9.81M -$80.3K -4,704 -0.8%
MM
57
Meridian Management
Arkansas
$9.79M +$349K +20,432 +4%
NIC
58
Northwest Investment Counselors
Oregon
$9.06M +$241K +14,088 +3%
JWM
59
Janiczek Wealth Management
Colorado
$9.03M -$56.7K -3,320 -0.6%
MA
60
MUFG Americas
New York
$9.03M -$116K -6,804 -1%
PEA
61
Pacific Edge Advisors
California
$8.95M -$1.14M -66,840 -11%
WAM
62
Wealthspire Advisors (Maryland)
Maryland
$8.89M -$668K -39,084 -7%
MAM
63
Marquette Asset Management
Minnesota
$8.63M -$1.53M -89,704 -15%
NSAM
64
North Star Asset Management
Wisconsin
$8.36M +$26.8K +1,572 +0.3%
CCA
65
Clearwater Capital Advisors
Illinois
$8.34M +$275K +16,124 +3%
SFG
66
Sage Financial Group
Pennsylvania
$8.01M +$53K +3,104 +0.7%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$7.97M +$1.92M +112,408 +32%
PIMG
68
Patriot Investment Management Group
Tennessee
$7.59M -$26.4K -1,548 -0.3%
FFN
69
Focus Financial Network
Minnesota
$7.5M +$1.4M +81,784 +23%
Truist Financial
70
Truist Financial
North Carolina
$7.48M -$64.8K -3,796 -0.9%
BCMO
71
Buckingham Capital Management (Ohio)
Ohio
$7.28M -$956 -56 -0%
ACA
72
Ascension Capital Advisors
Texas
$7.04M +$131K +7,664 +2%
SJIM
73
St. Johns Investment Management
Florida
$6.77M +$192K +11,268 +3%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$6.77M -$673K -39,392 -9%
OWM
75
Orgel Wealth Management
Wisconsin
$6.67M +$431K +25,224 +7%
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