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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 %
SIC
101
Salem Investment Counselors
North Carolina
$5.33M -$289K -16,900 -5%
HFP
102
Holistic Financial Partners
Indiana
$5.27M +$440K +25,720 +9%
KF
103
Krilogy Financial
Missouri
$5.08M -$501K -29,304 -9%
BDF
104
Black Diamond Financial
Maryland
$4.92M +$8.34K +488 +0.2%
PAG
105
Private Advisor Group
New Jersey
$4.84M +$8.54K +508 +0.2%
DP
106
Denver PWM
Colorado
$4.84M +$163K +9,536 +3%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$4.7M -$4.03M -235,796 -46%
GC
108
Grimes & Company
Massachusetts
$4.62M -$1.15M -67,604 -20%
MGIA
109
Moneta Group Investment Advisors
Missouri
$4.53M +$234K +13,684 +5%
QAM
110
QCI Asset Management
New York
$4.52M -$639K -37,380 -12%
FF
111
Friedenthal Financial
New Jersey
$4.51M -$663K -38,844 -13%
CMP
112
Courage Miller Partners
Virginia
$4.35M – – –
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$4.27M -$388K -22,728 -8%
CWA
114
Carolina Wealth Advisors
South Carolina
$4.16M +$165K +9,680 +4%
AP
115
Appleton Partners
Massachusetts
$4.16M +$685K +40,104 +20%
MWA
116
Martel Wealth Advisors
Washington
$4.15M -$258K -15,080 -6%
ECM
117
Exchange Capital Management
Michigan
$4.12M -$62.9K -3,680 -2%
RJA
118
Raymond James & Associates
Florida
$4.12M +$2.12M +124,288 +106%
LA
119
LVW Advisors
New York
$4.08M -$239K -13,984 -6%
SFWC
120
Strategic Family Wealth Counselors
New Jersey
$4.04M +$507K +29,664 +14%
SWA
121
Sutton Wealth Advisors
Florida
$4.02M +$74.1K +4,340 +2%
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$3.87M -$151K -8,860 -4%
LFA
123
Lighthouse Financial Advisors
Maryland
$3.85M -$45.2K -2,648 -1%
BAMG
124
Brand Asset Management Group
Missouri
$3.83M -$38.5K -2,252 -1%
TYCC
125
Texas Yale Capital Corp
Florida
$3.76M +$19.2K +1,124 +0.5%
3 4
5
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