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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

632 hedge funds and large institutions have $5.51B invested in Schwab U.S Small- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 217 increasing their positions, 276 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
-4
Holders Change %
-0.63%
% of All Funds
12.99%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
1.11%
New
59
Increased
217
Reduced
276
Closed
61
Calls
$710K
Puts
–
Net Calls
+$710K
Net Calls Change
+$703K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$1.07B
2
Financial Engines Advisors
Financial Engines Advisors
California
+$96.6M
3
PCA
Personal Capital Advisors
California
+$25.3M
4
AWS
AJ Wealth Strategies
New York
+$25.3M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.1M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$225M
2
SS
Sunbelt Securities
Texas
-$168M
3
UBS Group
UBS Group
Switzerland
-$23.7M
4
ACM
Alpha Capital Management
Texas
-$19.3M
5
MW
Marcum Wealth
Ohio
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
226
Perigon Wealth Management
California
$1.49M +$80.4K +4,920 +6%
YWP
227
YorkBridge Wealth Partners
New York
$1.46M +$146K +8,924 +11%
WDL
228
Well Done LLC
Michigan
$1.45M +$1.45M +88,700 New
DCM
229
Davis Capital Management
Florida
$1.43M -$11.2K -688 -0.8%
IAN
230
Integrated Advisors Network
Texas
$1.43M +$159K +9,748 +13%
ML
231
McAdam LLC
Pennsylvania
$1.43M -$60K -3,672 -4%
SDWMA
232
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.42M -$324K -19,808 -19%
TSWM
233
Triangle Securities Wealth Management
North Carolina
$1.42M +$86.8K +5,316 +7%
HWMG
234
Hurlow Wealth Management Group
Indiana
$1.41M -$905K -56,388 -39%
DAS
235
Dynamic Advisor Solutions
Arizona
$1.41M +$1.03M +63,156 +276%
AAS
236
Avantax Advisory Services
Texas
$1.4M -$1.4M -85,364 -50%
NIM
237
Nicollet Investment Management
Minnesota
$1.4M – – –
AIA
238
Arcadia Investment Advisors
Idaho
$1.39M -$44.8K -2,740 -3%
LWAC
239
Laurel Wealth Advisors (California)
California
$1.38M -$83.6K -5,120 -6%
AFP
240
Ausdal Financial Partners
Iowa
$1.38M +$304K +18,584 +28%
CNFG
241
Creegan & Nassoura Financial Group
New Hampshire
$1.36M -$41.5K -2,540 -3%
CAN
242
Cetera Advisor Networks
California
$1.36M +$221K +13,560 +20%
FC
243
FCA Corp
Texas
$1.35M -$98.8K -6,048 -7%
MS
244
Madden Securities
Texas
$1.35M +$1.35M +82,692 New
AWM
245
Avior Wealth Management
Nebraska
$1.35M -$259K -15,832 -16%
Stifel Financial
246
Stifel Financial
Missouri
$1.35M +$3.27K +200 +0.2%
GCA
247
Gradient Capital Advisors
California
$1.33M -$295K -18,028 -18%
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$1.32M -$48.3K -3,008 -4%
HA
249
HC Advisors
Georgia
$1.31M +$1.31M +80,184 New
AIP
250
Almanack Investment Partners
Pennsylvania
$1.3M -$5M -305,820 -79%
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