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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 %
FLPIM
276
F.L. Putnam Investment Management
Massachusetts
$1.35M -$179K -9,464 -12%
Chevy Chase Trust
277
Chevy Chase Trust
Maryland
$1.34M -$1.66K -88 -0.1%
PAI
278
Pittenger & Anderson Inc
Nebraska
$1.31M +$209K +11,048 +19%
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$1.3M -$191K -10,120 -13%
IAN
280
Integrated Advisors Network
Texas
$1.3M +$1.3M +68,656 New
CWS
281
Cypress Wealth Services
California
$1.29M -$158K -8,344 -11%
MWM
282
Madison Wealth Management
Ohio
$1.29M +$1.29M +68,156 New
BAM
283
Berkshire Asset Management
Pennsylvania
$1.29M -$72.2K -3,816 -5%
BA
284
Bristlecone Advisors
Washington
$1.29M -$6.05K -320 -0.5%
CIP
285
Capital Insight Partners
Arizona
$1.29M +$1.29M +67,948 New
LFA
286
Landmark Financial Advisors
Kentucky
$1.28M -$139K -7,256 -10%
WTC
287
WhitTier Trust Company
Nevada
$1.27M +$199K +10,552 +19%
AIM
288
Aspen Investment Management
Michigan
$1.25M -$19.3K -1,020 -2%
WCM
289
Wisconsin Capital Management
Wisconsin
$1.24M +$291K +15,400 +31%
PAMG
290
Patton Albertson Miller Group
Tennessee
$1.24M +$19.7K +1,040 +2%
SPA
291
Sentinel Pension Advisors
Massachusetts
$1.24M +$1.24M +65,360 New
PWMAG
292
Pinnacle Wealth Management Advisory Group
New Jersey
$1.22M -$3.86K -204 -0.3%
BlackRock
293
BlackRock
New York
$1.22M -$92.1K -4,868 -7%
HA
294
Harborview Advisors
Maine
$1.22M -$1.59K -84 -0.1%
SWA
295
Stratos Wealth Advisors
Ohio
$1.21M +$31.2K +1,652 +3%
JHCP
296
Jackson Hole Capital Partners
Oklahoma
$1.2M – – –
GGI
297
GPM Growth Investors
Michigan
$1.2M +$1.2M +63,480 New
ACG
298
Allen Capital Group
Nebraska
$1.19M +$10.7K +568 +0.9%
PAM
299
Palisade Asset Management
Minnesota
$1.19M – – –
CWM
300
Cedar Wealth Management
California
$1.18M +$543K +28,696 +86%
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