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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
1
Tidal Investments
Wisconsin
$75.2M
2
FMP
2
Financial Management Professionals
Texas
$67.9M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$49.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$49M
5
KAS
5
Kestra Advisory Services
Texas
$15.2M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$314M
2
Charles Schwab
2
Charles Schwab
California
$250M
3
FMT
3
First Mercantile Trust
Tennessee
$39.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$147M
5
KBFS
5
Kohmann Bosshard Financial Services
Ohio
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
101
Sharkey, Howes & Javer
Colorado
$7.41M -$739K -33,208 -9%
SWRP
102
Summit Wealth & Retirement Planning
California
$7.27M -$14.3K -644 -0.2%
LFS
103
Lutz Financial Services
Nebraska
$7.1M -$304K -13,656 -4%
PAG
104
Private Advisor Group
New Jersey
$7.09M +$680K +30,568 +11%
SIC
105
Salem Investment Counselors
North Carolina
$7.07M +$119K +5,360 +2%
GC
106
Garde Capital
Washington
$7.02M -$44.3K -1,992 -0.6%
IAS
107
IMA Advisory Services
Colorado
$7M -$15.8K -712 -0.2%
HFP
108
Holistic Financial Partners
Indiana
$6.92M +$52.3K +2,352 +0.8%
MFT
109
Moisand Fitzgerald Tamayo
Florida
$6.84M -$770K -34,604 -10%
AIA
110
Arcadia Investment Advisors
Idaho
$6.8M +$3.4M +152,748 +100%
SBL
111
Sargent Bickham Lagudis
Colorado
$6.75M +$3.79M +170,128 +128%
BDF
112
Black Diamond Financial
Maryland
$6.73M +$315K +14,168 +5%
PS
113
Portfolio Solutions
Michigan
$6.62M -$504K -22,644 -7%
SFA
114
Souders Financial Advisors
Ohio
$6.51M +$171K +7,664 +3%
GC
115
Grimes & Company
Massachusetts
$6.29M +$277K +12,460 +5%
FSA
116
Financial Services Advisory
Maryland
$6.23M +$6.23M +279,812 New
RJA
117
Raymond James & Associates
Florida
$6.21M +$849K +38,180 +16%
JIC
118
Johnson Investment Counsel
Ohio
$6.21M +$2.16M +97,252 +53%
MGIA
119
Moneta Group Investment Advisors
Missouri
$6.18M +$284K +12,748 +5%
AP
120
Appleton Partners
Massachusetts
$5.96M +$543K +24,404 +10%
SWA
121
Sightline Wealth Advisors
Connecticut
$5.95M +$5.95M +267,584 New
DP
122
Denver PWM
Colorado
$5.89M -$320K -14,588 -5%
CMP
123
Courage Miller Partners
Virginia
$5.8M -$123K -5,508 -2%
CFA
124
Cahill Financial Advisors
Minnesota
$5.72M +$3.43M +154,032 +149%
KF
125
Krilogy Financial
Missouri
$5.66M -$954K -42,884 -14%
3 4
5
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