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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 %
WP
301
WealthPLAN Partners
Nebraska
$820K -$3.78K -208 -0.5%
Lido Advisors
302
Lido Advisors
California
$817K +$176K +10,092 +27%
3C
303
361 Capital
Colorado
$808K +$5.65K +324 +0.7%
IFS
304
Ifrah Financial Services
Arkansas
$779K +$52.5K +3,008 +7%
KM
305
Kalos Management
Georgia
$758K +$105K +5,796 +16%
LA
306
LVW Advisors
New York
$756K -$374K -21,448 -33%
PS
307
Portfolio Solutions
Michigan
$753K -$2.08M -119,468 -73%
FNBT
308
FineMark National Bank & Trust
Florida
$753K +$5.02K +288 +0.7%
H
309
HoyleCohen
California
$748K +$25.7K +1,476 +4%
CWM
310
Centric Wealth Management
Illinois
$747K +$747K +44,140 New
AWA
311
Acorn Wealth Advisors
Michigan
$746K -$145K -8,004 -16%
TW
312
TrinityPoint Wealth
Connecticut
$743K +$743K +40,832 New
PWA
313
Physician Wealth Advisors
Utah
$739K +$739K +40,000 New
FANJ
314
Financial Architects (New Jersey)
New Jersey
$734K +$99.3K +5,692 +16%
PAM
315
Peak Asset Management
Colorado
$719K -$52.3K -3,000 -7%
LCM
316
Liberty Capital Management
Michigan
$700K -$3.63K -208 -0.5%
TCM
317
Twele Capital Management
Minnesota
$693K +$13.5K +776 +2%
CA
318
Capital Advantage
California
$693K +$693K +39,776 New
BJ
319
Brouwer & Janachowski
California
$685K -$15.2K -872 -2%
DAS
320
Dynamic Advisor Solutions
Arizona
$678K -$157K -8,996 -19%
NEGWA
321
New England Guild Wealth Advisors
Connecticut
$677K -$3.42K -196 -0.5%
WDL
322
Well Done LLC
Michigan
$676K – – –
BF
323
BOK Financial
Oklahoma
$675K -$4.39K -252 -0.6%
Renaissance Technologies
324
Renaissance Technologies
New York
$669K +$460K +26,400 +220%
BFPW
325
BOK Financial Private Wealth
Colorado
$666K -$233K -13,392 -26%
11 12
13
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