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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 %
NDSI
726
Newman Dignan & Sheerar Inc
Rhode Island
$4.36K +$5 +220 +0.1%
AC
727
AlphaCore Capital
California
$4K – – –
FWM
728
Focused Wealth Management
New York
$4K +$2.05K +84 +105%
WEC
729
Winslow Evans & Crocker
Massachusetts
$4K +$4K +160 New
IPW
730
IronBridge Private Wealth
Texas
$4K +$4K +180 New
ACA
731
Atlas Capital Advisors
Wyoming
$3.56K +$3.56K +160 New
1IA
732
1834 Investment Advisors
Wisconsin
$3K -$2.21K -112 -42%
CIM
733
Contravisory Investment Management
Massachusetts
$3K +$83 +4 +3%
TLFA
734
True Link Financial Advisors
California
$3K +$3K +140 New
OAJ
735
Ogorek Anthony Joseph
New York
$2K – – –
MSFP
736
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
FCAS
737
First Command Advisory Services
Texas
$2K +$2K +76 New
WFA
738
West Financial Advisors
Iowa
$2K +$2K +104 New
TFM
739
TFC Financial Management
Massachusetts
$1K -$308 -16 -24%
DTIM
740
Danda Trouve Investment Management
Kansas
$1K – – –
BCMIO
741
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
FP
742
Fiduciary Planning
Florida
$1K – – –
LDFR
743
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
KFS
744
Kelly Financial Services
Massachusetts
$273 – – –
WIM
745
Westside Investment Management
California
$2 – – –
RRC
746
Relaxing Retirement Coach
Massachusetts
– -$6.16M -361,120 Closed
Goldman Sachs
747
Goldman Sachs
New York
– -$1.61M -94,300 Closed
Renaissance Technologies
748
Renaissance Technologies
New York
– -$1.08M -63,200 Closed
VFP
749
Verus Financial Partners
Virginia
– -$959K -56,136 Closed
SLT
750
St Louis Trust
Missouri
– -$936K -54,820 Closed
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