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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 %
MCM
251
Mainstay Capital Management
Michigan
$1.3M – – –
CCM
252
Condor Capital Management
New Jersey
$1.3M -$2.87K -176 -0.2%
CIP
253
Capital Insight Partners
Arizona
$1.27M -$23.4K -1,432 -2%
Millennium Management
254
Millennium Management
New York
$1.26M +$1.26M +77,260 New
MWM
255
Meridian Wealth Management
Kentucky
$1.23M -$616K -37,756 -33%
BAM
256
Baldrige Asset Management
Pennsylvania
$1.22M -$117K -7,176 -9%
VCM
257
Vivaldi Capital Management
Illinois
$1.21M +$258K +14,408 +27%
DSC
258
Duncker Streett & Co
Missouri
$1.2M +$285K +17,464 +31%
BAM
259
Belpointe Asset Management
Nevada
$1.2M +$331K +20,224 +38%
CWM
260
Cedar Wealth Management
California
$1.2M -$405K -24,768 -25%
WA
261
WBH Advisory
Maryland
$1.2M +$45.7K +2,800 +4%
PA
262
Pinnacle Associates
New York
$1.15M +$145K +8,880 +14%
NFG
263
NewFocus Financial Group
Washington
$1.13M -$665K -40,748 -37%
SIAS
264
Shine Investment Advisory Services
Colorado
$1.11M -$1.81M -110,984 -62%
FBB
265
Fulton Breakefield Broenniman
Maryland
$1.11M -$1.76K -108 -0.2%
MAS
266
Managed Account Services
Florida
$1.11M -$319K -19,036 -22%
HI
267
Hudock Inc
Pennsylvania
$1.1M -$1.16M -71,080 -51%
TIM
268
Tortoise Investment Management
New York
$1.09M +$211K +12,900 +24%
HA
269
Harborview Advisors
Maine
$1.07M +$33.2K +2,036 +3%
ACP
270
Arcus Capital Partners
Georgia
$1.07M -$81.3K -4,980 -7%
MCM
271
MAI Capital Management
Ohio
$1.07M -$321K -19,624 -23%
PAMG
272
Patton Albertson Miller Group
Tennessee
$1.06M -$25.6K -1,568 -2%
RIM
273
Rockbridge Investment Management
New York
$1.05M +$1.05M +64,088 New
QCG
274
Quadrant Capital Group
Ohio
$1.04M +$531K +32,524 +105%
SFG
275
SNS Financial Group
Minnesota
$1.03M -$625K -38,288 -38%
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