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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 %
MS
301
Madden Securities
Texas
$1.18M +$1.18M +62,080 New
EWM
302
Empirical Wealth Management
Washington
$1.18M -$369K -19,524 -24%
BCM
303
Boltwood Capital Management
California
$1.18M +$455K +24,076 +63%
AG
304
Advisor Group
Arizona
$1.17M +$194K +10,240 +20%
BIA
305
Bigelow Investment Advisors
Maine
$1.15M +$73.4K +3,880 +7%
JPMPWA
306
J.P. Morgan Private Wealth Advisors
California
$1.14M +$2.19K +116 +0.2%
RC
307
Roundview Capital
New Jersey
$1.13M +$19.7K +1,040 +2%
3C
308
361 Capital
Colorado
$1.13M +$249K +13,184 +28%
CA
309
Cambridge Advisors
Nebraska
$1.12M -$19.5K -1,032 -2%
PWM
310
Perigon Wealth Management
California
$1.12M +$690K +36,556 +159%
AFP
311
Ausdal Financial Partners
Iowa
$1.12M -$22.6K -1,208 -2%
B
312
Brightworth
Georgia
$1.11M -$67.6K -3,572 -6%
ECG
313
EPIQ Capital Group
California
$1.11M +$1.11M +58,736 New
AAS
314
Avantax Advisory Services
Texas
$1.11M +$716K +37,776 +183%
MCM
315
Mengis Capital Management
Oregon
$1.08M -$9.83K -520 -0.9%
LA
316
LVW Advisors
New York
$1.07M +$250K +13,216 +30%
DSC
317
Duncker Streett & Co
Missouri
$1.05M +$32.3K +1,708 +3%
WAM
318
Wakefield Asset Management
Colorado
$1.03M +$7.72K +408 +0.8%
ECG
319
Edge Capital Group
Georgia
$1.02M +$605 +32 +0.1%
SG
320
StoneX Group
New York
$1.02M +$318K +16,836 +46%
YAL
321
Your Advocates Ltd
Texas
$1.02M +$1.02M +53,704 New
BAM
322
Belpointe Asset Management
Nevada
$1.01M +$13K +688 +1%
ASW
323
Astoria Strategic Wealth
Texas
$1.01M +$1.01M +53,468 New
AIA
324
Armor Investment Advisors
North Carolina
$1M +$97.7K +5,164 +11%
SQA
325
Simon Quick Advisors
New Jersey
$987K +$860K +45,472 +675%
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