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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 %
PAI
276
Pittenger & Anderson Inc
Nebraska
$1.02M -$172K -9,852 -14%
MCM
277
Mengis Capital Management
Oregon
$1.01M -$4.53K -260 -0.4%
BIA
278
Bigelow Investment Advisors
Maine
$989K +$146K +8,404 +17%
WTC
279
WhitTier Trust Company
Nevada
$988K +$18.3K +1,048 +2%
APG
280
Abacus Planning Group
South Carolina
$985K +$1.26K +72 +0.1%
BPWA
281
Beacon Pointe Wealth Advisors
California
$980K +$128K +7,428 +15%
Citadel Advisors
282
Citadel Advisors
Florida
$967K +$967K +55,488 New
ECG
283
Edge Capital Group
Georgia
$944K +$279 +16 +0%
WAM
284
Wakefield Asset Management
Colorado
$941K – – –
DSC
285
Duncker Streett & Co
Missouri
$936K +$13.9K +800 +2%
WPA
286
West Paces Advisors
Georgia
$931K +$71.8K +4,120 +8%
FA
287
FDx Advisors
Illinois
$924K -$1.62M -93,172 -64%
BAM
288
Belpointe Asset Management
Nevada
$919K +$1.26K +72 +0.1%
AG
289
Advisor Group
Arizona
$900K +$31.1K +1,780 +4%
BBA
290
BLB&B Advisors
Pennsylvania
$882K +$1.95K +112 +0.2%
MWM
291
MinichMacGregor Wealth Management
New York
$876K -$25.2K -1,444 -3%
WCM
292
Wisconsin Capital Management
Wisconsin
$875K -$160K -9,200 -15%
APSI
293
Asset Planning Services Inc
Louisiana
$874K +$22.7K +1,300 +3%
TPW
294
Tiller Private Wealth
Pennsylvania
$868K -$1.79M -102,636 -67%
VCM
295
Vivaldi Capital Management
Illinois
$867K -$18.9K -1,084 -2%
BCI
296
Brinker Capital Investments
Pennsylvania
$866K -$1.81K -104 -0.2%
TF
297
Trek Financial
Arizona
$860K +$860K +49,332 New
CCWA
298
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$839K +$839K +48,108 New
AIA
299
Armor Investment Advisors
North Carolina
$833K +$50.5K +2,896 +6%
DCM
300
DeGreen Capital Management
Arizona
$823K -$128K -7,348 -13%
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