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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

598 hedge funds and large institutions have $3.94B invested in Schwab U.S Small- Cap ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 295 increasing their positions, 197 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
13.13%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
1.14%
New
40
Increased
295
Reduced
197
Closed
35
Calls
$1.09M
Puts
$1.8M
Net Calls
-$713K
Net Calls Change
+$1.05M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$70.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26M
3
TCM
Tradewinds Capital Management
Washington
+$14.1M
4
PCA
Personal Capital Advisors
California
+$11.3M
5
SEI Investments
SEI Investments
Pennsylvania
+$9.51M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.62M
2
CM
Columbus Macro
Pennsylvania
-$4.57M
3
FAAS
First Allied Advisory Services
California
-$4.29M
4
VV
Valentine Ventures
Oregon
-$4.08M
5
CCM
CWH Capital Management
Washington
-$3.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
Mainstay Capital Management
Michigan
$1.43M -$115K -6,608 -7%
NIM
227
Nicollet Investment Management
Minnesota
$1.42M +$1.19K +68 +0.1%
EWM
228
Empirical Wealth Management
Washington
$1.42M +$679K +38,944 +91%
PWSG
229
Pacific Wealth Strategies Group
California
$1.41M +$55K +3,156 +4%
FLPIM
230
F.L. Putnam Investment Management
Massachusetts
$1.41M -$715K -41,016 -34%
BC
231
Barnett & Company
Tennessee
$1.41M -$132K -7,596 -9%
SFS
232
Strategic Financial Services
New York
$1.4M +$50K +2,868 +4%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$1.4M -$102K -5,848 -7%
MAS
234
Managed Account Services
Florida
$1.38M +$74.4K +4,304 +6%
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$1.38M -$150K -8,592 -10%
CCM
236
Condor Capital Management
New Jersey
$1.38M +$2.02K +116 +0.1%
SC
237
Savant Capital
Illinois
$1.37M +$125K +7,180 +10%
CWS
238
Cypress Wealth Services
California
$1.34M -$169K -9,676 -11%
VAS
239
Valicenti Advisory Services
New York
$1.33M +$82.4K +4,724 +7%
KWM
240
Kingsview Wealth Management
Oregon
$1.32M -$43.4K -2,492 -3%
ML
241
McAdam LLC
Pennsylvania
$1.32M +$14.2K +816 +1%
FBB
242
Fulton Breakefield Broenniman
Maryland
$1.31M -$26.5K -1,520 -2%
CG
243
Colony Group
Massachusetts
$1.31M -$9.97K -572 -0.8%
YWP
244
YorkBridge Wealth Partners
New York
$1.3M +$112K +6,444 +9%
GCA
245
Genesee Capital Advisors
New York
$1.3M +$88.9K +5,100 +7%
IDA
246
Intelligence Driven Advisers
California
$1.29M -$221K -12,660 -15%
LFA
247
Landmark Financial Advisors
Kentucky
$1.29M +$58.9K +3,380 +5%
ACP
248
Arcus Capital Partners
Georgia
$1.29M -$38.3K -2,196 -3%
PMFA
249
Plante Moran Financial Advisors
Michigan
$1.29M +$1.22M +69,976 +1,861%
AC
250
Abbrea Capital
California
$1.27M +$47.1K +2,700 +4%
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