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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
+$38.5M
3
HighTower Advisors
HighTower Advisors
Illinois
+$28.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.9M
5
KAS
Kestra Advisory Services
Texas
+$15.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$34.1M
2
Charles Schwab
Charles Schwab
California
-$14.7M
3
FMT
First Mercantile Trust
Tennessee
-$12.6M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$10.6M
5
KBFS
Kohmann Bosshard Financial Services
Ohio
-$9.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVWA
201
Foster Victor Wealth Advisors
South Carolina
$3.2M +$3.2M +143,948 New
CCM
202
Coldstream Capital Management
Washington
$3.2M -$39.3K -1,764 -1%
LIM
203
Leavell Investment Management
Alabama
$3.19M +$49.8K +2,236 +2%
MML Investors Services
204
MML Investors Services
Massachusetts
$3.16M +$424K +19,064 +15%
HSA
205
HBK Sorce Advisory
Pennsylvania
$3.15M -$521K -23,424 -14%
VCM
206
Vision Capital Management
Oregon
$3.14M +$5.79K +260 +0.2%
PWA
207
Providence Wealth Advisors
Illinois
$3.11M +$27.5K +1,232 +0.9%
AI
208
Atria Investments
North Carolina
$3.07M +$341K +15,328 +12%
HB
209
Homrich & Berg
Georgia
$3.05M +$2.7M +121,412 +769%
VNA
210
Valley National Advisers
Pennsylvania
$3.03M -$25.1K -1,128 -0.8%
PAI
211
Pittenger & Anderson Inc
Nebraska
$3.02M +$678K +30,480 +29%
CWM
212
Cabot Wealth Management
Massachusetts
$2.94M +$220K +9,908 +8%
JWA
213
JFS Wealth Advisors
Pennsylvania
$2.85M -$396K -17,792 -12%
CK
214
Cohen Klingenstein
New York
$2.79M – – –
VFIC
215
Valley Forge Investment Consultants
Pennsylvania
$2.78M +$2.78M +124,896 New
AIS
216
American Investment Services
Massachusetts
$2.77M +$9.52K +428 +0.3%
PFT
217
Providence First Trust
Arizona
$2.77M +$1.54M +69,280 +125%
PFWA
218
Paces Ferry Wealth Advisors
Georgia
$2.77M -$12.6K -568 -0.5%
ECM
219
Evergreen Capital Management
Washington
$2.75M +$1.13M +51,012 +70%
BI
220
Berkeley Inc
Idaho
$2.72M +$2.72M +122,252 New
SCA
221
Strategic Capital Advisers
Colorado
$2.67M +$92.9K +4,176 +4%
CHA
222
Carmichael Hill & Associates
Maryland
$2.67M -$8.72K -392 -0.3%
GAM
223
Garrison Asset Management
Arkansas
$2.62M -$640K -28,748 -20%
SAM
224
Summit Asset Management
Tennessee
$2.59M +$7.12K +320 +0.3%
DW
225
Domani Wealth
Pennsylvania
$2.58M -$47.5K -2,136 -2%
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