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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 %
CFS
301
CRA Financial Services
New Jersey
$879K +$68.6K +4,200 +8%
IF
302
Ironwood Financial
Arizona
$878K -$10.1K -620 -1%
OC
303
Oarsman Capital
Wisconsin
$878K +$878K +53,740 New
AA
304
Alesco Advisors
New York
$865K -$268K -16,408 -24%
SPA
305
Sentinel Pension Advisors
Massachusetts
$849K -$188K -11,504 -18%
RPG
306
Resource Planning Group
Georgia
$844K +$844K +51,656 New
APSI
307
Asset Planning Services Inc
Louisiana
$824K -$9.8K -600 -1%
VAS
308
Valicenti Advisory Services
New York
$809K +$5.43K +332 +0.7%
BlackRock
309
BlackRock
New York
$808K -$497K -30,472 -38%
MA
310
Modus Advisors
Minnesota
$805K -$1.05M -63,996 -57%
LGWM
311
Litman Gregory Wealth Management
California
$804K +$111K +6,808 +16%
LFA
312
Landmark Financial Advisors
Kentucky
$801K -$138K -8,376 -15%
MAG
313
Mayfair Advisory Group
Alabama
$785K -$843K -51,628 -52%
OCM
314
One Capital Management
California
$780K -$217K -13,276 -22%
IFS
315
Ifrah Financial Services
Arkansas
$770K +$54.7K +3,344 +8%
TCM
316
Twele Capital Management
Minnesota
$769K +$9.41K +576 +1%
TFA
317
Teamwork Financial Advisors
Texas
$751K +$751K +45,992 New
Thrivent Financial for Lutherans
318
Thrivent Financial for Lutherans
Minnesota
$746K -$746K – –
MG
319
MilWealth Group
Wisconsin
$743K -$1.43M -87,572 -66%
RC
320
Roundview Capital
New Jersey
$740K -$41.6K -2,548 -5%
WIC
321
Woodmont Investment Counsel
Tennessee
$726K +$4.51K +276 +0.6%
BC
322
Burleson & Co
California
$724K -$54.4K -3,048 -7%
WP
323
WealthPLAN Partners
Nebraska
$717K -$104K -5,816 -13%
LCM
324
Liberty Capital Management
Michigan
$709K +$34.1K +2,088 +5%
3C
325
361 Capital
Colorado
$707K +$95.7K +5,856 +16%
11 12
13
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