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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 %
BCM
326
Boltwood Capital Management
California
$664K +$78.4K +4,500 +13%
PFC
327
Phocas Financial Corp
California
$662K -$678K – –
MF
328
Manchester Financial
California
$651K -$8.93K -512 -1%
JWM
329
Janiczek Wealth Management
Colorado
$649K +$90.4K +5,188 +16%
FAIM
330
Financial Advocates Investment Management
Washington
$648K -$1.3M -74,728 -67%
CIAS
331
Capital Investment Advisory Services
North Carolina
$646K +$488 +28 +0.1%
SG
332
StoneX Group
New York
$645K +$6.56K +376 +1%
SIC
333
Sigma Investment Counselors
Michigan
$642K +$12.6K +724 +2%
MCM
334
Maxim Capital Management
California
$641K -$2.93K -168 -0.5%
FWM
335
Frontier Wealth Management
Missouri
$641K -$1.26K -72 -0.2%
WWM
336
Windsor Wealth Management
Indiana
$636K -$409K -24,172 -39%
BAM
337
Barrett Asset Management
New York
$636K +$29.4K +1,684 +5%
VHAM
338
Van Hulzen Asset Management
California
$622K +$32.9K +1,888 +6%
EGWAG
339
Elwood & Goetz Wealth Advisory Group
Georgia
$615K +$73K +4,188 +13%
PSF
340
Pacific Sun Financial
California
$613K +$9.07K +520 +2%
DWM
341
Destination Wealth Management
California
$610K +$14.4K +828 +2%
SWP
342
Stratos Wealth Partners
Ohio
$608K -$293K -16,816 -33%
RCA
343
Reitz Capital Advisors
Michigan
$605K -$325K -18,648 -35%
MWP
344
MYCIO Wealth Partners
Pennsylvania
$605K -$76.6K -4,388 -11%
MCM
345
Mitchell Capital Management
Kansas
$602K +$95.6K +5,484 +19%
WIA
346
Wealthstreet Investment Advisors
Texas
$596K +$37.8K +2,100 +7%
CWM
347
Cedar Wealth Management
California
$585K +$215K +12,308 +58%
SAA
348
Southeast Asset Advisors
Georgia
$579K -$258K -14,780 -31%
PNC Financial Services Group
349
PNC Financial Services Group
Pennsylvania
$574K +$163K +9,336 +40%
OC
350
Oarsman Capital
Wisconsin
$572K +$9.48K +544 +2%
12 13
14
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