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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 %
Lido Advisors
301
Lido Advisors
California
$706K +$85.6K +6,648 +14%
IF
302
Ironwood Financial
Arizona
$700K -$428K -33,244 -38%
TIM
303
Tortoise Investment Management
New York
$697K +$379K +29,420 +119%
EWA
304
EP Wealth Advisors
California
$695K +$485K +37,660 +231%
AIA
305
Armor Investment Advisors
North Carolina
$694K +$12.6K +980 +2%
VCM
306
Vivaldi Capital Management
Illinois
$687K +$97.4K +7,564 +17%
BAM
307
Belpointe Asset Management
Nevada
$686K -$2.06K -160 -0.3%
A
308
AdvicePeriod
California
$679K +$263K +20,420 +63%
BC
309
Burleson & Co
California
$658K -$1.97M -130,228 -75%
APSI
310
Asset Planning Services Inc
Louisiana
$657K -$1.29K -100 -0.2%
WP
311
WealthPLAN Partners
Nebraska
$645K +$34.8K +2,476 +6%
CFS
312
CRA Financial Services
New Jersey
$639K +$639K +49,584 New
VAS
313
Valicenti Advisory Services
New York
$633K -$375K -29,116 -37%
CA
314
Clearstead Advisors
Ohio
$627K +$627K +48,700 New
DW
315
Domani Wealth
Pennsylvania
$623K -$6.04M -469,116 -91%
RC
316
Roundview Capital
New Jersey
$617K -$151K -11,732 -20%
PFM
317
Phillips Financial Management
Indiana
$607K +$607K +50,336 New
GCA
318
Genesee Capital Advisors
New York
$603K -$384K -29,848 -39%
WCM
319
Wisconsin Capital Management
Wisconsin
$603K -$242K -18,800 -29%
CWS
320
Cypress Wealth Services
California
$601K -$279K -21,644 -32%
FLPIM
321
F.L. Putnam Investment Management
Massachusetts
$600K -$318K -24,648 -35%
TCM
322
Twele Capital Management
Minnesota
$599K +$65.8K +5,108 +12%
AFS
323
Access Financial Services
Minnesota
$597K -$648K -50,320 -52%
APP
324
Avantax Planning Partners
Iowa
$586K +$278K +21,584 +90%
ACG
325
Allen Capital Group
Nebraska
$581K -$232K -18,024 -29%
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