SCHA icon

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 %
BA
276
Bristlecone Advisors
Washington
$832K -$43.1K -3,344 -5%
EWM
277
Evermay Wealth Management
Virginia
$825K -$1.12M -86,960 -58%
HA
278
Harborview Advisors
Maine
$819K -$8.29K -644 -1%
SPA
279
Sentinel Pension Advisors
Massachusetts
$818K -$24K -1,864 -3%
PAM
280
Palisade Asset Management
Minnesota
$813K – – –
PWSG
281
Pacific Wealth Strategies Group
California
$811K -$257K -19,980 -24%
CA
282
Cambridge Advisors
Nebraska
$799K +$33.1K +2,568 +4%
LFA
283
Landmark Financial Advisors
Kentucky
$795K -$134K -9,636 -14%
PA
284
Pinnacle Associates
New York
$791K -$360K -27,912 -31%
OCM
285
One Capital Management
California
$786K -$245K -19,052 -24%
SHJ
286
Sharkey, Howes & Javer
Colorado
$774K -$2.56M -198,468 -77%
MCM
287
Mengis Capital Management
Oregon
$771K +$34.1K +2,652 +5%
WTC
288
WhitTier Trust Company
Nevada
$770K -$95.6K -7,420 -11%
Chevy Chase Trust
289
Chevy Chase Trust
Maryland
$769K -$144K -11,144 -16%
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$767K -$122K -9,432 -14%
WAM
291
Wakefield Asset Management
Colorado
$767K +$67K +5,200 +10%
B
292
Brightworth
Georgia
$760K +$1.55K +120 +0.2%
ECG
293
EPIQ Capital Group
California
$760K +$3.4K +264 +0.4%
SWA
294
Stratos Wealth Advisors
Ohio
$755K -$65.4K -5,076 -8%
AIM
295
Aspen Investment Management
Michigan
$753K -$95.2K -7,388 -11%
CWM
296
Centric Wealth Management
Illinois
$747K -$633K -37,392 -46%
Thrivent Financial for Lutherans
297
Thrivent Financial for Lutherans
Minnesota
$746K -$9.88M -12,984 Closed
APG
298
Abacus Planning Group
South Carolina
$727K +$81.6K +6,336 +13%
DSC
299
Duncker Streett & Co
Missouri
$725K +$11K +852 +2%
FI
300
FormulaFolio Investments
Michigan
$708K -$1.49M -115,756 -68%
10 11
12
13 14