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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

636 hedge funds and large institutions have $3.61B invested in Schwab U.S Small- Cap ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 267 increasing their positions, 260 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
-70
Holders Change %
-9.92%
% of All Funds
14.05%
Holding in Top 10
51
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-23.88%
% of All Funds
1.13%
New
54
Increased
267
Reduced
260
Closed
116
Calls
$304K
Puts
$297K
Net Calls
+$7K
Net Calls Change
+$1.12M

Top Buyers

1
SS
Sunbelt Securities
Texas
+$165M
2
Charles Schwab
Charles Schwab
California
+$88.7M
3
Bank of America
Bank of America
North Carolina
+$82.5M
4
CSIA
Charles Schwab Investment Advisory
California
+$73.2M
5
MW
Marcum Wealth
Ohio
+$32.5M

Top Sellers

1
EA
Evergreen Advisors
Tennessee
-$20.1M
2
AWS
AJ Wealth Strategies
New York
-$17.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.88M
4
TC
Tatro Capital
Kentucky
-$8.6M
5
SHA
Seneca House Advisors
Virginia
-$8.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Cedar Wealth Management
California
$1.26M +$460K +35,728 +57%
AIM
227
Anchor Investment Management
South Carolina
$1.23M -$81.6K -6,336 -6%
BP
228
Broadleaf Partners
Ohio
$1.23M +$38.8K +3,016 +3%
AFA
229
Atlanta Financial Associates
Georgia
$1.23M +$1.23M +95,344 New
PWM
230
Perigon Wealth Management
California
$1.21M +$372K +26,540 +45%
DI
231
Diligent Investors
California
$1.19M -$35.1K -2,724 -3%
GSIS
232
Global Strategic Investment Solutions
Arizona
$1.18M -$54.5K -4,232 -4%
CIAS
233
Capital Investment Advisory Services
North Carolina
$1.18M +$709K +55,064 +151%
ML
234
McAdam LLC
Pennsylvania
$1.17M +$98K +7,608 +9%
Baird Financial Group
235
Baird Financial Group
Wisconsin
$1.17M +$939K +72,860 +404%
LWAC
236
Laurel Wealth Advisors (California)
California
$1.16M -$859K -66,696 -43%
ECM
237
Evergreen Capital Management
Washington
$1.15M +$581K +45,132 +102%
NRI
238
NFP Retirement Inc
California
$1.15M +$73.8K +5,728 +7%
FC
239
FCA Corp
Texas
$1.15M +$3.81K +296 +0.3%
BC
240
Barnett & Company
Tennessee
$1.14M +$133K +10,308 +13%
DCM
241
Davis Capital Management
Florida
$1.14M +$1.14M +88,436 New
AIA
242
Arcadia Investment Advisors
Idaho
$1.13M +$41K +3,180 +4%
PA
243
Parallel Advisors
California
$1.11M -$1.04M -80,796 -48%
NIM
244
Nicollet Investment Management
Minnesota
$1.1M +$28.2K +2,192 +3%
CNFG
245
Creegan & Nassoura Financial Group
New Hampshire
$1.1M +$2.58K +200 +0.2%
MCM
246
MAI Capital Management
Ohio
$1.09M -$282K -21,924 -21%
BAM
247
Baldrige Asset Management
Pennsylvania
$1.06M -$162K -12,572 -13%
Stifel Financial
248
Stifel Financial
Missouri
$1.06M +$735K +57,208 +229%
TSWM
249
Triangle Securities Wealth Management
North Carolina
$1.05M +$606K +47,028 +136%
PS
250
Portfolio Solutions
Michigan
$1.04M +$529K +41,028 +103%
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