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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 %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$5.65M +$90.3K +4,060 +2%
SFA
127
Seneca Financial Advisors
New York
$5.65M +$5.65M +253,952 New
SFWC
128
Strategic Family Wealth Counselors
New Jersey
$5.59M +$328K +14,752 +6%
FCI
129
Financial Counselors Inc
Kansas
$5.33M +$5.33M +239,596 New
LA
130
LVW Advisors
New York
$5.27M -$42.5K -1,908 -0.8%
ECM
131
Exchange Capital Management
Michigan
$5.27M -$104K -4,668 -2%
SWA
132
Sutton Wealth Advisors
Florida
$5.21M -$19.8K -892 -0.4%
CCM
133
Ciovacco Capital Management
Georgia
$5.06M +$5.06M +227,520 New
MSFS
134
Main Street Financial Solutions
Pennsylvania
$5.05M +$5.05M +226,940 New
BBPWM
135
Blue Bell Private Wealth Management
Pennsylvania
$4.98M -$63.4K -2,848 -1%
MSWMA
136
Market Street Wealth Management Advisors
Indiana
$4.96M +$107K +4,796 +2%
SWM
137
Southern Wealth Management
Texas
$4.92M +$53.4K +2,400 +1%
SWM
138
Sculati Wealth Management
Michigan
$4.87M -$23.3K -1,048 -0.5%
CWA
139
Carolina Wealth Advisors
South Carolina
$4.86M -$556K -24,996 -10%
PIMG
140
Patriot Investment Management Group
Tennessee
$4.83M -$5.06M -227,460 -51%
TYCC
141
Texas Yale Capital Corp
Florida
$4.81M -$83.4K -3,748 -2%
BAMG
142
Brand Asset Management Group
Missouri
$4.7M -$283K -12,716 -6%
FHB
143
First Hawaiian Bank
Hawaii
$4.7M +$23.1K +1,040 +0.5%
FF
144
Friedenthal Financial
New Jersey
$4.69M -$1.2M -53,776 -20%
LFA
145
Lighthouse Financial Advisors
Maryland
$4.69M -$327K -14,712 -7%
PP
146
PrairieView Partners
Minnesota
$4.63M -$189K -8,496 -4%
BPA
147
Beacon Pointe Advisors
California
$4.57M -$310K -13,920 -6%
PS
148
Planned Solutions
California
$4.55M +$373K +16,752 +9%
BWM
149
BCS Wealth Management
Tennessee
$4.46M -$108K -4,848 -2%
QAM
150
QCI Asset Management
New York
$4.38M -$1.52M -68,216 -26%
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