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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

706 hedge funds and large institutions have $4.57B invested in Schwab U.S Small- Cap ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 297 increasing their positions, 208 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+108
Holders Change %
+18.06%
% of All Funds
13.94%
Holding in Top 10
67
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+28.85%
% of All Funds
1.32%
New
137
Increased
297
Reduced
208
Closed
23
Calls
$1.01M
Puts
$2.12M
Net Calls
-$1.11M
Net Calls Change
-$397K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.73B
2
PCIA
Prime Capital Investment Advisors
Kansas
$25.1M
3
PCA
Personal Capital Advisors
California
$233M
4
Charles Schwab
Charles Schwab
California
$101M
5
Truist Financial
Truist Financial
North Carolina
$8.42M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.5M
2
TCM
Tradewinds Capital Management
Washington
$8.33M
3
WAM
Wealthspire Advisors (Maryland)
Maryland
$15.7M
4
UWM
USAdvisors Wealth Management
Minnesota
$792K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Cabot Wealth Management
Massachusetts
$1.84M +$42K +2,220 +2%
MAG
227
Mayfair Advisory Group
Alabama
$1.83M +$1.83M +96,876 New
AFS
228
Access Financial Services
Minnesota
$1.83M -$80.5K -4,256 -4%
PWM
229
Provident Wealth Management
Tennessee
$1.82M +$1.82M +96,444 New
GSIS
230
Global Strategic Investment Solutions
Arizona
$1.81M +$65K +3,436 +4%
DI
231
Diligent Investors
California
$1.81M +$493K +26,088 +38%
IA
232
IndexIQ Advisors
New York
$1.8M +$546K +28,848 +43%
BAM
233
Baldrige Asset Management
Pennsylvania
$1.79M -$90.9K -4,808 -5%
AOWM
234
Alpha Omega Wealth Management
Virginia
$1.78M +$43.5K +2,300 +3%
CSPIA
235
Cary Street Partners Investment Advisory
Virginia
$1.76M +$1.76M +93,044 New
LWM
236
Lionsbridge Wealth Management
Florida
$1.76M +$1.76M +93,324 New
BP
237
Broadleaf Partners
Ohio
$1.75M +$91.3K +4,828 +5%
Jones Financial Companies
238
Jones Financial Companies
Missouri
$1.72M +$1.13M +59,784 +192%
PA
239
Pinnacle Associates
New York
$1.69M +$1.21K +64 +0.1%
GCA
240
Gradient Capital Advisors
California
$1.68M -$158K -8,352 -9%
FC
241
FCA Corp
Texas
$1.68M +$15.7K +828 +0.9%
IF
242
Ironwood Financial
Arizona
$1.66M +$23.5K +1,244 +1%
TYCC
243
Texas Yale Capital Corp
Florida
$1.64M -$85.6K -4,528 -5%
WA
244
WBH Advisory
Maryland
$1.63M +$48.5K +2,564 +3%
MML Investors Services
245
MML Investors Services
Massachusetts
$1.62M +$415K +21,940 +34%
G
246
Gainplan
Michigan
$1.62M -$966K -51,084 -37%
CNFG
247
Creegan & Nassoura Financial Group
New Hampshire
$1.61M +$1.61M +85,360 New
EWM
248
Elmwood Wealth Management
California
$1.61M -$6.96K -368 -0.4%
AIA
249
Arcadia Investment Advisors
Idaho
$1.6M -$35.2K -1,864 -2%
LCC
250
Lincoln Capital Corp
Rhode Island
$1.59M -$3.78K -200 -0.2%
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