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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 %
WPA
326
West Paces Advisors
Georgia
$980K -$30.3K -1,600 -3%
IC
327
IEQ Capital
California
$968K +$968K +51,168 New
APSI
328
Asset Planning Services Inc
Louisiana
$967K +$19.3K +1,020 +2%
BBA
329
BLB&B Advisors
Pennsylvania
$957K – – –
CFO
330
CVA Family Office
Colorado
$952K +$952K +50,324 New
APG
331
Abacus Planning Group
South Carolina
$947K -$121K -6,396 -11%
SFG
332
Sather Financial Group
Texas
$936K +$936K +49,524 New
BPWA
333
Beacon Pointe Wealth Advisors
California
$935K -$126K -6,768 -12%
MWM
334
MinichMacGregor Wealth Management
New York
$930K -$20.3K -1,076 -2%
Lido Advisors
335
Lido Advisors
California
$911K +$24.5K +1,296 +3%
DCM
336
DeGreen Capital Management
Arizona
$896K +$2.5K +132 +0.3%
AC
337
Abbrea Capital
California
$892K -$489K -25,880 -35%
BCI
338
Brinker Capital Investments
Pennsylvania
$891K -$48.5K -2,564 -5%
KM
339
Kalos Management
Georgia
$869K +$67.3K +3,508 +8%
VCM
340
Vivaldi Capital Management
Illinois
$866K -$74.9K -3,960 -8%
RC
341
Rovin Capital
Arizona
$861K +$861K +45,508 New
TPW
342
Tiller Private Wealth
Pennsylvania
$859K -$82.5K -4,360 -9%
FA
343
FDx Advisors
Illinois
$855K -$147K -7,792 -15%
IFS
344
Ifrah Financial Services
Arkansas
$854K +$9.68K +512 +1%
SWM
345
Southern Wealth Management
Texas
$852K +$852K +45,072 New
H
346
HoyleCohen
California
$841K +$29.9K +1,584 +4%
OC
347
Oarsman Capital
Wisconsin
$840K +$219K +11,584 +35%
ECM
348
Evergreen Capital Management
Washington
$838K -$347K -18,380 -29%
WP
349
WealthPLAN Partners
Nebraska
$832K -$34.5K -1,800 -4%
FNBT
350
FineMark National Bank & Trust
Florida
$818K +$605 +32 +0.1%
12 13
14
15 16