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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 %
PCMC
201
Private Capital Management (Colorado)
Colorado
$1.92M -$62.9K -3,680 -3%
BC
202
Bartlett & Co
Ohio
$1.86M -$90.9K -5,324 -5%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$1.86M -$90.9K -5,324 -5%
GSIS
204
Global Strategic Investment Solutions
Arizona
$1.84M +$21.4K +1,252 +1%
PAI
205
Pittenger & Anderson Inc
Nebraska
$1.79M +$92.7K +5,428 +5%
AFA
206
Atlanta Financial Associates
Georgia
$1.78M +$65.4K +3,828 +4%
PWM
207
Provident Wealth Management
Tennessee
$1.77M -$131K -7,688 -7%
CFA
208
Cahill Financial Advisors
Minnesota
$1.76M +$5.33K +312 +0.3%
ISG
209
Investment Security Group
Colorado
$1.76M -$42.1K -2,412 -2%
AOWM
210
Alpha Omega Wealth Management
Virginia
$1.76M +$47.3K +2,768 +3%
DI
211
Diligent Investors
California
$1.75M -$24.8K -1,452 -1%
CM
212
Columbus Macro
Pennsylvania
$1.75M -$445K -26,040 -20%
B
213
Bailard
California
$1.72M -$5.81K -340 -0.3%
NRI
214
NFP Retirement Inc
California
$1.7M -$159K -9,324 -9%
WCWM
215
Wooster Corthell Wealth Management
Connecticut
$1.68M -$168K -9,812 -9%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$1.67M +$206K +11,544 +14%
DBRC
217
D.B. Root & Company
Pennsylvania
$1.64M -$42.8K -2,504 -3%
SBH
218
Segall Bryant & Hamill
Illinois
$1.64M +$4.3K +252 +0.3%
BP
219
Broadleaf Partners
Ohio
$1.63M +$28K +1,640 +2%
AIM
220
Anchor Investment Management
South Carolina
$1.62M -$3.69K -216 -0.2%
Goldman Sachs
221
Goldman Sachs
New York
$1.61M +$1.05M +61,680 +189%
ISWM
222
Independent Solutions Wealth Management
New York
$1.61M -$345K -20,192 -18%
LCM
223
Leisure Capital Management
California
$1.61M +$23.7K +1,388 +1%
YWP
224
YorkBridge Wealth Partners
New York
$1.6M +$77.8K +4,556 +5%
ML
225
McAdam LLC
Pennsylvania
$1.58M +$90.2K +5,280 +6%
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