SCHA icon

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 %
VCM
176
Vision Capital Management
Oregon
$2.4M -$65K -3,804 -3%
Stifel Financial
177
Stifel Financial
Missouri
$2.39M +$980K +57,400 +70%
PWA
178
Providence Wealth Advisors
Illinois
$2.36M +$16.6K +972 +0.7%
IWC
179
Integrated Wealth Concepts
Massachusetts
$2.35M +$2.35M +137,584 New
VNA
180
Valley National Advisers
Pennsylvania
$2.34M -$229K -13,408 -9%
BA
181
Ballast Advisors
Minnesota
$2.31M -$28.8K -1,688 -1%
SBL
182
Sargent Bickham Lagudis
Colorado
$2.27M -$125K -7,324 -5%
MWP
183
Moller Wealth Partners
$2.24M -$572K -33,476 -20%
AFP
184
Ausdal Financial Partners
Iowa
$2.17M +$727K +42,572 +51%
CK
185
Cohen Klingenstein
New York
$2.14M – – –
PFWA
186
Paces Ferry Wealth Advisors
Georgia
$2.13M +$2.13M +124,892 New
AIS
187
American Investment Services
Massachusetts
$2.12M +$122K +7,152 +6%
MML Investors Services
188
MML Investors Services
Massachusetts
$2.1M +$41.7K +2,444 +2%
AI
189
Atria Investments
North Carolina
$2.1M +$220K +12,880 +12%
CWM
190
Cabot Wealth Management
Massachusetts
$2.08M +$149K +8,720 +8%
LF
191
Lee Financial
Texas
$2.06M -$1.76M -103,260 -46%
CHA
192
Carmichael Hill & Associates
Maryland
$2.05M +$21.8K +1,276 +1%
JPLA
193
Joseph P. Lucia & Associates
New York
$2.02M -$118K -6,912 -6%
DW
194
Domani Wealth
Pennsylvania
$2.01M -$956 -56 -0%
FWP
195
FAS Wealth Partners
Kansas
$2M -$262K -15,360 -12%
SAM
196
Summit Asset Management
Tennessee
$1.98M +$2.53K +148 +0.1%
SCA
197
Strategic Capital Advisers
Colorado
$1.98M -$26.9K -1,572 -1%
NCM
198
Next Capital Management
New York
$1.97M -$82.7K -4,840 -4%
IRC
199
Investors Research Corp
Georgia
$1.94M -$69.8K -4,088 -3%
IWMA
200
Ironwood Wealth Management (Arizona)
Arizona
$1.93M – – –
6 7
8
9 10