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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 %
Koshinski Asset Management
176
Koshinski Asset Management
Illinois
$3.72M +$3.72M +167,012 New
DWM
177
Destination Wealth Management
California
$3.68M +$3.04M +136,508 +471%
LPIC
178
LeJeune Puetz Investment Counsel
Michigan
$3.67M +$1.34K +60 +0%
JWBC
179
John W. Brooker & Co
California
$3.64M -$169K -7,572 -4%
CB
180
Community Bank
New York
$3.6M +$235K +10,572 +7%
TFF
181
The Family Firm
Maryland
$3.59M -$189K -7,928 -5%
ABC
182
Associated Banc-Corp
Wisconsin
$3.58M -$180K -8,112 -5%
EW
183
Element Wealth
Mississippi
$3.57M -$264K -11,884 -7%
EE
184
EWG Elevate
California
$3.53M -$182K -8,184 -5%
SFMG
185
Sage Financial Management Group
Virginia
$3.52M +$3.52M +158,332 New
YIA
186
YHB Investment Advisors
Connecticut
$3.49M +$207K +9,316 +6%
ATWA
187
Arbor Trust Wealth Advisors
Michigan
$3.48M +$56.7K +2,548 +2%
CFIA
188
Cantor Fitzgerald Investment Advisors
New York
$3.47M -$343K -15,400 -9%
EFG
189
Everhart Financial Group
Ohio
$3.42M +$3.42M +153,748 New
WA
190
Wealth Architects
California
$3.42M -$166K -7,480 -5%
HGWM
191
Horst & Graben Wealth Management
Oregon
$3.4M -$242K -10,884 -7%
NF
192
Nikulski Financial
Iowa
$3.36M -$34.9K -1,568 -1%
HG
193
Harbor Group
New Hampshire
$3.36M +$3.36M +141,168 New
GPFA
194
Game Plan Financial Advisors
Ohio
$3.35M +$7.42K +332 +0.2%
AWE
195
Avidian Wealth Enterprises
Texas
$3.34M +$3.34M +150,024 New
GIA
196
Gladstone Institutional Advisory
Florida
$3.33M -$1.33M -59,560 -28%
IWC
197
Integrated Wealth Concepts
Massachusetts
$3.32M +$253K +11,384 +8%
AFP
198
Ausdal Financial Partners
Iowa
$3.28M +$460K +20,656 +16%
CMBA
199
C.M. Bidwell & Associates
Hawaii
$3.27M +$31.3K +1,408 +1%
CHA
200
Cooper/Haims Advisors
New York
$3.26M -$230K -10,324 -7%
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