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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 %
PAM
276
Palisade Asset Management
Minnesota
$1.03M – – –
PA
277
Parallel Advisors
California
$1.02M -$378K -23,152 -27%
WPA
278
West Paces Advisors
Georgia
$1.02M -$4.72M -289,008 -82%
AAIM
279
Asset Advisors Investment Management
Georgia
$1.02M -$146K -8,924 -13%
GGI
280
GPM Growth Investors
Michigan
$1.02M -$64.4K -3,940 -6%
ECM
281
Evergreen Capital Management
Washington
$1.01M -$454K -27,776 -31%
FI
282
FormulaFolio Investments
Michigan
$983K +$85.8K +5,256 +10%
SWA
283
Stratos Wealth Advisors
Ohio
$981K +$23.1K +1,412 +2%
AIA
284
Armor Investment Advisors
North Carolina
$980K +$99.2K +6,068 +11%
Chevy Chase Trust
285
Chevy Chase Trust
Maryland
$968K -$7.58K -464 -0.8%
MCM
286
Mengis Capital Management
Oregon
$958K -$19.9K -1,216 -2%
KWM
287
Kingsview Wealth Management
Oregon
$956K -$292K -17,876 -23%
CA
288
Cambridge Advisors
Nebraska
$950K -$63.3K -3,876 -6%
AIM
289
Aspen Investment Management
Michigan
$950K -$5.16K -316 -0.5%
EWM
290
Elmwood Wealth Management
California
$947K -$1.77M -108,336 -65%
CG
291
Colony Group
Massachusetts
$946K -$356K -21,768 -27%
BAM
292
Berkshire Asset Management
Pennsylvania
$927K -$144K -8,812 -13%
APG
293
Abacus Planning Group
South Carolina
$927K +$5.23K +320 +0.6%
EWM
294
Evermay Wealth Management
Virginia
$916K -$130K -7,948 -12%
WCM
295
Wisconsin Capital Management
Wisconsin
$915K +$150K +9,200 +20%
CIAS
296
Capital Investment Advisory Services
North Carolina
$912K -$582K -35,632 -39%
PFM
297
Phillips Financial Management
Indiana
$897K +$74.5K +4,560 +9%
IDA
298
Intelligence Driven Advisers
California
$896K -$309K -18,940 -26%
SLT
299
St Louis Trust
Missouri
$895K +$895K +54,820 New
Lido Advisors
300
Lido Advisors
California
$893K -$3.2K -196 -0.4%
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