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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 %
SFSG
351
Stearns Financial Services Group
North Carolina
$567K -$8.71K -500 -2%
PAM
352
Pegasus Asset Management
New York
$561K +$36.6K +2,100 +7%
Stifel Financial
353
Stifel Financial
Missouri
$556K +$120K +6,864 +27%
LNC
354
Lincoln National Corp
Pennsylvania
$554K +$70 +4 +0%
LWANC
355
Laurel Wealth Advisors (North Carolina)
North Carolina
$551K +$80.9K +4,640 +17%
JC
356
Jentner Corp
Ohio
$549K +$20.1K +1,152 +4%
Jones Financial Companies
357
Jones Financial Companies
Missouri
$542K -$124K -7,112 -19%
Goldman Sachs
358
Goldman Sachs
New York
$533K -$1.24M -71,316 -70%
MG
359
Mather Group
Illinois
$527K +$527K +30,248 New
Fidelity Investments
360
Fidelity Investments
Massachusetts
$525K +$135K +7,760 +35%
AI
361
Atria Investments
North Carolina
$515K -$9.97K -572 -2%
WS
362
Wedbush Securities
California
$514K +$75.4K +4,328 +17%
CWP
363
Capital Wealth Planning
Florida
$512K +$19.1K +1,080 +4%
HI
364
Human Investing
Oregon
$511K +$40.7K +2,332 +9%
BMM
365
Buffington Mohr McNeal
Idaho
$509K +$907 +52 +0.2%
SG
366
Somerset Group
Minnesota
$500K -$41.4K -2,372 -8%
SMG
367
Spectrum Management Group
Indiana
$499K -$352K -20,188 -41%
BCWM
368
Blue Chip Wealth Management
Florida
$496K -$169K -9,728 -25%
SWM
369
Stockman Wealth Management
Montana
$496K +$6.28K +360 +1%
PCM
370
Poehling Capital Management
Wisconsin
$495K +$495K +28,400 New
RPG
371
Resource Planning Group
Georgia
$491K +$12.3K +708 +3%
BPM
372
Bowling Portfolio Management
Ohio
$487K -$4.11K -236 -0.8%
NGA
373
Naples Global Advisors
Florida
$484K +$32.5K +1,868 +7%
TSWM
374
Triangle Securities Wealth Management
North Carolina
$481K +$42.6K +2,440 +10%
VCP
375
Vista Capital Partners
Oregon
$477K -$42.5K -2,436 -8%
13 14
15
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