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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 %
BAM
251
Berkshire Asset Management
Pennsylvania
$1.25M +$97.6K +5,596 +8%
SCM
252
Stordahl Capital Management
Colorado
$1.25M – – –
Chevy Chase Trust
253
Chevy Chase Trust
Maryland
$1.24M – – –
BlackRock
254
BlackRock
New York
$1.21M -$138K -7,944 -10%
DI
255
Diligent Investors
California
$1.21M +$59.5K +3,412 +5%
AAIM
256
Asset Advisors Investment Management
Georgia
$1.2M +$103K +5,900 +9%
BA
257
Bristlecone Advisors
Washington
$1.19M – – –
IRC
258
Investors Research Corp
Georgia
$1.19M +$22K +1,264 +2%
AIM
259
Aspen Investment Management
Michigan
$1.17M +$28.3K +1,620 +2%
IA
260
IndexIQ Advisors
New York
$1.16M +$138K +7,940 +14%
PWMAG
261
Pinnacle Wealth Management Advisory Group
New Jersey
$1.13M +$9.83K +564 +0.9%
HA
262
Harborview Advisors
Maine
$1.12M +$21.1K +1,212 +2%
PAMG
263
Patton Albertson Miller Group
Tennessee
$1.12M +$160K +9,192 +17%
MML Investors Services
264
MML Investors Services
Massachusetts
$1.11M -$322K -18,456 -22%
JHCP
265
Jackson Hole Capital Partners
Oklahoma
$1.11M – – –
PAM
266
Palisade Asset Management
Minnesota
$1.1M – – –
ECM
267
Evergreen Capital Management
Washington
$1.09M +$139 +8 +0%
B
268
Brightworth
Georgia
$1.09M +$182K +10,432 +20%
SWA
269
Stratos Wealth Advisors
Ohio
$1.08M +$39.5K +2,264 +4%
CCM
270
Coldstream Capital Management
Washington
$1.07M +$59.7K +3,424 +6%
AFP
271
Ausdal Financial Partners
Iowa
$1.06M +$31.2K +1,792 +3%
ACG
272
Allen Capital Group
Nebraska
$1.06M -$3.4M -200,840 -76%
CA
273
Cambridge Advisors
Nebraska
$1.05M +$837 +48 +0.1%
JPMPWA
274
J.P. Morgan Private Wealth Advisors
California
$1.05M -$73.1K -4,196 -7%
RC
275
Roundview Capital
New Jersey
$1.02M +$4.95K +284 +0.5%
9 10
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