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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 %
BA
151
Ballast Advisors
Minnesota
$4.35M +$1.34M +60,328 +45%
OFG
152
Omega Financial Group
California
$4.34M -$354K -15,896 -8%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$4.33M +$3.77M +169,300 +667%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$4.33M +$994K +44,656 +30%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$4.33M -$389K – –
HWA
156
HHM Wealth Advisors
Tennessee
$4.32M -$3.83K -172 -0.1%
VC
157
Veery Capital
Delaware
$4.3M +$4.3M +193,100 New
KCPG
158
Kavar Capital Partners Group
Kansas
$4.16M +$179K +8,048 +4%
WTC
159
WhitTier Trust Company
Nevada
$4.12M +$403K +18,104 +11%
Stifel Financial
160
Stifel Financial
Missouri
$4.12M +$1.01M +45,316 +32%
MWM
161
Mission Wealth Management
California
$4.11M -$235K -10,564 -5%
EF
162
Empowered Funds
Pennsylvania
$4.1M +$4.1M +184,408 New
SWM
163
SeaCrest Wealth Management
New York
$4.06M -$179K -8,032 -4%
GCP
164
Gill Capital Partners
Colorado
$4.06M +$28.9K +1,300 +0.7%
PFM
165
Parsec Financial Management
North Carolina
$4.05M -$114K -5,140 -3%
MWA
166
Martel Wealth Advisors
Washington
$3.95M -$692K -36,216 -15%
CWM
167
Curi Wealth Management
North Carolina
$3.93M +$3.93M +176,812 New
CCA
168
Cobblestone Capital Advisors
New York
$3.93M -$143K -6,436 -4%
CWM
169
Chesapeake Wealth Management
Virginia
$3.9M +$623 +28 +0%
CCM
170
Chilton Capital Management
Texas
$3.9M – – –
SS
171
Sunbelt Securities
Texas
$3.88M +$556K +24,968 +17%
CP
172
Capital Planning
Washington
$3.85M +$3.85M +173,036 New
VA
173
Valmark Advisers
Ohio
$3.79M +$450K +20,204 +13%
AMG
174
Asset Management Group
Connecticut
$3.76M +$12.5K +564 +0.3%
PWA
175
Physician Wealth Advisors
Utah
$3.75M +$3.07M +123,644 +446%
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