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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 %
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$1.04M +$90.5K +7,440 +10%
YWP
252
YorkBridge Wealth Partners
New York
$1.03M +$44.5K +3,456 +4%
BlackRock
253
BlackRock
New York
$1.03M +$198K +15,408 +24%
CG
254
Colony Group
Massachusetts
$1.03M +$102K +7,944 +11%
CCM
255
Condor Capital Management
New Jersey
$1.02M +$1.44K +112 +0.1%
CIP
256
Capital Insight Partners
Arizona
$1.02M +$147K +11,440 +17%
SFA
257
Souders Financial Advisors
Ohio
$1.02M +$1.02M +79,464 New
MAS
258
Managed Account Services
Florida
$1M +$69.2K +5,868 +7%
IAN
259
Integrated Advisors Network
Texas
$1M +$117K +9,072 +13%
KWM
260
Kingsview Wealth Management
Oregon
$984K -$7.57K -588 -0.8%
MCM
261
Mainstay Capital Management
Michigan
$960K -$52.6K -4,352 -5%
IDA
262
Intelligence Driven Advisers
California
$950K +$24.6K +1,908 +3%
HFA
263
Huber Financial Advisors
Illinois
$946K +$759K +58,948 +406%
AAIM
264
Asset Advisors Investment Management
Georgia
$918K -$92.5K -7,184 -9%
ACP
265
Arcus Capital Partners
Georgia
$906K -$14.6K -1,136 -2%
AFP
266
Ausdal Financial Partners
Iowa
$899K +$79.7K +5,820 +10%
AA
267
Alesco Advisors
New York
$894K -$464K -35,988 -34%
CAN
268
Cetera Advisor Networks
California
$894K -$154K -11,980 -15%
FBB
269
Fulton Breakefield Broenniman
Maryland
$875K -$80.3K -6,240 -8%
IA
270
IndexIQ Advisors
New York
$868K -$360K -27,968 -29%
MA
271
MCF Advisors
Kentucky
$864K -$1.61M -124,880 -65%
PAMG
272
Patton Albertson Miller Group
Tennessee
$853K +$11.1K +860 +1%
GGI
273
GPM Growth Investors
Michigan
$852K +$34.7K +2,692 +4%
BIA
274
Bigelow Investment Advisors
Maine
$849K +$68K +5,280 +9%
BAM
275
Berkshire Asset Management
Pennsylvania
$844K -$33.2K -2,576 -4%
9 10
11
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