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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 %
RA
76
Riversedge Advisors
Delaware
$6.52M +$360K +21,072 +6%
MTC
77
Matrix Trust Company
Colorado
$6.49M +$44.6K +2,612 +0.7%
TCM
78
Towercrest Capital Management
Pennsylvania
$6.45M -$563K -32,960 -8%
AWMG
79
Alliance Wealth Management Group
New Jersey
$6.45M -$563K -32,960 -8%
EWM
80
Empirical Wealth Management
Washington
$6.41M +$160K +9,372 +3%
SHJ
81
Sharkey, Howes & Javer
Colorado
$6.26M +$2.06M +120,796 +49%
TCM
82
Tradewinds Capital Management
Washington
$6.25M -$1.29M -75,732 -17%
CWM
83
Confluence Wealth Management
Oregon
$6.25M +$770K +44,196 +14%
RRC
84
Relaxing Retirement Coach
Massachusetts
$6.16M +$2.83M +165,752 +85%
PAG
85
Pinnacle Advisory Group
Maryland
$6.15M +$704K +41,220 +13%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$6.13M -$565K -33,068 -8%
CFMC
87
Curbstone Financial Management Corp
New Hampshire
$6.11M +$64.5K +3,776 +1%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$6.08M -$850K -49,036 -12%
YAL
89
Your Advocates Ltd
Texas
$6.03M +$2.09M +122,444 +53%
SKK
90
Shepherd Kaplan Krochuk
Massachusetts
$6M +$902K +52,828 +18%
ADL
91
Asset Dedication LLC
California
$5.85M -$96.1K -5,624 -2%
AWM
92
Adams Wealth Management
Utah
$5.85M -$31.3K -1,832 -0.5%
MFT
93
Moisand Fitzgerald Tamayo
Florida
$5.84M -$128K -7,484 -2%
LFS
94
Lutz Financial Services
Nebraska
$5.68M -$168K -9,812 -3%
SWRP
95
Summit Wealth & Retirement Planning
California
$5.59M -$3.35K -196 -0.1%
SFA
96
Souders Financial Advisors
Ohio
$5.58M +$696K +35,500 +14%
PS
97
Portfolio Solutions
Michigan
$5.47M -$255K -14,920 -4%
AF
98
Advisornet Financial
Minnesota
$5.44M +$113K +6,632 +2%
GC
99
Garde Capital
Washington
$5.42M +$11.6K +680 +0.2%
IAS
100
IMA Advisory Services
Colorado
$5.39M -$183K -10,704 -3%
2 3
4
5 6