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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 %
AMG
151
Asset Management Group
Connecticut
$2.88M +$11.5K +672 +0.4%
WTC
152
WhitTier Trust Company
Nevada
$2.86M +$139K +8,124 +5%
EE
153
EWG Elevate
California
$2.85M +$79.5K +4,656 +3%
LPIC
154
LeJeune Puetz Investment Counsel
Michigan
$2.82M +$1.23K +72 +0%
HSA
155
HBK Sorce Advisory
Pennsylvania
$2.82M +$42K +2,460 +2%
HGWM
156
Horst & Graben Wealth Management
Oregon
$2.8M +$2.8M +163,740 New
CFIA
157
Cantor Fitzgerald Investment Advisors
New York
$2.8M -$11.7K -716 -0.4%
SS
158
Sunbelt Securities
Texas
$2.76M +$2.76M +149,184 New
WA
159
Wealth Architects
California
$2.75M -$9.16K -536 -0.3%
TFF
160
The Family Firm
Maryland
$2.7M +$58K +3,396 +2%
CHA
161
Cooper/Haims Advisors
New York
$2.68M -$490K -28,668 -15%
ATWA
162
Arbor Trust Wealth Advisors
Michigan
$2.63M +$44.4K +2,600 +2%
AIA
163
Arcadia Investment Advisors
Idaho
$2.61M +$1.16M +67,908 +80%
NF
164
Nikulski Financial
Iowa
$2.61M +$13.1K +768 +0.5%
CB
165
Community Bank
New York
$2.59M +$246K +14,384 +11%
VA
166
Valmark Advisers
Ohio
$2.57M +$462K +27,068 +22%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$2.56M +$36.5K +2,136 +1%
GPFA
168
Game Plan Financial Advisors
Ohio
$2.55M +$2.55M +149,436 New
YIA
169
YHB Investment Advisors
Connecticut
$2.52M +$2.52M +147,588 New
GAM
170
Garrison Asset Management
Arkansas
$2.5M -$23.4K -1,368 -0.9%
JWA
171
JFS Wealth Advisors
Pennsylvania
$2.5M -$129K -7,568 -5%
CMBA
172
C.M. Bidwell & Associates
Hawaii
$2.48M +$21.7K +1,268 +0.9%
CCM
173
Coldstream Capital Management
Washington
$2.48M -$245K -14,356 -9%
ASN
174
Advisory Services Network
Georgia
$2.45M -$423K -24,788 -15%
LIM
175
Leavell Investment Management
Alabama
$2.41M -$63.3K -3,708 -3%
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