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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 %
WIA
326
Wealthstreet Investment Advisors
Texas
$581K +$142K +11,000 +32%
WIC
327
Woodmont Investment Counsel
Tennessee
$569K +$569K +44,168 New
ACM
328
AlphaStar Capital Management
North Carolina
$565K +$565K +42,860 New
IFS
329
Ifrah Financial Services
Arkansas
$564K -$18.2K -1,412 -3%
RFC
330
Regions Financial Corp
Alabama
$558K +$558K +43,320 New
FNBT
331
FineMark National Bank & Trust
Florida
$554K -$3.35K -260 -0.6%
H
332
HoyleCohen
California
$550K -$23K -1,788 -4%
TPW
333
Tiller Private Wealth
Pennsylvania
$549K -$36.1K -2,800 -6%
LGWM
334
Litman Gregory Wealth Management
California
$547K +$475K +36,860 +662%
MIAN
335
Mariner Independent Advisor Network
Kansas
$544K -$327K -26,768 -38%
SG
336
StoneX Group
New York
$534K -$159K -12,352 -23%
LCM
337
Liberty Capital Management
Michigan
$532K +$2.68K +208 +0.5%
CFO
338
CVA Family Office
Colorado
$531K -$118K -9,132 -18%
SIC
339
Sigma Investment Counselors
Michigan
$528K +$25.6K +1,988 +5%
BBA
340
BLB&B Advisors
Pennsylvania
$524K -$128K -9,952 -20%
AFAS
341
Acorn Financial Advisory Services
Virginia
$523K +$53.6K +4,180 +11%
AC
342
Abbrea Capital
California
$522K -$85.9K -6,664 -14%
SCM
343
Stordahl Capital Management
Colorado
$521K -$326K -27,644 -38%
FWM
344
Frontier Wealth Management
Missouri
$515K +$43.6K +3,388 +9%
IA
345
IFP Advisors
Florida
$499K -$3.3M -252,568 -87%
FANJ
346
Financial Architects (New Jersey)
New Jersey
$499K -$41.5K -3,224 -8%
NGA
347
Naples Global Advisors
Florida
$497K +$84.9K +6,596 +21%
PFC
348
Phocas Financial Corp
California
$496K -$730K – –
SF
349
Summit Financial
New Jersey
$494K +$5.05K +392 +1%
BJ
350
Brouwer & Janachowski
California
$489K -$773 -60 -0.2%
12 13
14
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