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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
+$98.4M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$17.7M
3
PCA
Personal Capital Advisors
California
+$15.6M
4
Charles Schwab
Charles Schwab
California
+$11.2M
5
Truist Financial
Truist Financial
North Carolina
+$8.42M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.4M
2
TCM
Tradewinds Capital Management
Washington
-$14.8M
3
WAM
Wealthspire Advisors (Maryland)
Maryland
-$8.8M
4
UWM
USAdvisors Wealth Management
Minnesota
-$6.35M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
251
Mainstay Capital Management
Michigan
$1.59M +$37.9K +2,004 +2%
ML
252
McAdam LLC
Pennsylvania
$1.58M +$152K +8,060 +11%
NRI
253
NFP Retirement Inc
California
$1.57M +$1.57M +83,396 New
PWSG
254
Pacific Wealth Strategies Group
California
$1.57M +$36.5K +1,932 +2%
CWM
255
Centric Wealth Management
Illinois
$1.54M +$707K +37,392 +85%
CAN
256
Cetera Advisor Networks
California
$1.54M -$230K -12,172 -13%
OCM
257
One Capital Management
California
$1.51M -$3.43M -181,652 -69%
CCM
258
Condor Capital Management
New Jersey
$1.5M +$8.17K +432 +0.5%
MAS
259
Managed Account Services
Florida
$1.5M -$17.1K -904 -1%
AAIM
260
Asset Advisors Investment Management
Georgia
$1.49M +$187K +9,844 +14%
VAS
261
Valicenti Advisory Services
New York
$1.48M +$38.1K +2,012 +3%
BC
262
Barnett & Company
Tennessee
$1.48M -$46.4K -2,452 -3%
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$1.47M -$45.8K -2,424 -3%
KWM
264
Kingsview Wealth Management
Oregon
$1.46M +$20.8K +1,100 +1%
YWP
265
YorkBridge Wealth Partners
New York
$1.45M +$40.5K +2,144 +3%
GCA
266
Genesee Capital Advisors
New York
$1.45M +$40.4K +2,140 +3%
SFS
267
Strategic Financial Services
New York
$1.45M -$70.9K -3,752 -5%
FBB
268
Fulton Breakefield Broenniman
Maryland
$1.4M -$17.9K -948 -1%
IRC
269
Investors Research Corp
Georgia
$1.39M +$101K +5,316 +8%
PFA
270
Pinnacle Family Advisors
Missouri
$1.37M -$63.8K -3,376 -4%
IDA
271
Intelligence Driven Advisers
California
$1.36M -$39.9K -2,108 -3%
SCM
272
Stordahl Capital Management
Colorado
$1.36M +$1.97K +104 +0.1%
CG
273
Colony Group
Massachusetts
$1.36M -$59K -3,120 -4%
ACP
274
Arcus Capital Partners
Georgia
$1.35M -$44.1K -2,332 -3%
MIAN
275
Mariner Independent Advisor Network
Kansas
$1.35M -$1.02M -53,972 -43%
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