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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 %
CAM
326
Cozad Asset Management
Illinois
$707K +$707K +43,280 New
FNBT
327
FineMark National Bank & Trust
Florida
$697K -$5.62K -344 -0.8%
SG
328
StoneX Group
New York
$686K +$8.82K +540 +1%
CWS
329
Cypress Wealth Services
California
$670K -$92.8K -5,676 -12%
H
330
HoyleCohen
California
$666K -$31.2K -1,908 -4%
AFAS
331
Acorn Financial Advisory Services
Virginia
$665K -$653 -40 -0.1%
BBA
332
BLB&B Advisors
Pennsylvania
$664K – – –
TSS
333
Two Sigma Securities
New York
$661K +$661K +40,480 New
NGA
334
Naples Global Advisors
Florida
$654K +$23.8K +1,460 +4%
EWA
335
EP Wealth Advisors
California
$651K -$230K -14,092 -26%
CP
336
Camelot Portfolios
Ohio
$648K +$130K +7,948 +25%
PWMAG
337
Pinnacle Wealth Management Advisory Group
New Jersey
$646K +$51.6K +3,160 +9%
PFC
338
Phocas Financial Corp
California
$629K -$496K – –
BIA
339
Bigelow Investment Advisors
Maine
$624K -$452K -27,668 -42%
OCG
340
Opus Capital Group
Ohio
$622K +$4.97K +304 +0.8%
MCM
341
Maxim Capital Management
California
$615K – – –
WT
342
Whittier Trust
California
$603K – – –
CFO
343
CVA Family Office
Colorado
$600K -$72.4K -4,436 -11%
APA
344
American Portfolios Advisors
New York
$600K +$147K +9,004 +32%
SIC
345
Sigma Investment Counselors
Michigan
$590K -$80.3K -4,912 -12%
ACG
346
Allen Capital Group
Nebraska
$589K -$148K -9,056 -20%
LWMM
347
Legacy Wealth Management (Mississippi)
Mississippi
$588K – – –
FANJ
348
Financial Architects (New Jersey)
New Jersey
$588K -$44.9K -2,752 -7%
SAM
349
Secure Asset Management
Michigan
$588K +$588K +35,972 New
CI
350
Cordant Inc
Oregon
$572K +$147K +9,016 +35%
12 13
14
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