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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 %
CCWA
351
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$804K -$105K -5,568 -12%
DAS
352
Dynamic Advisor Solutions
Arizona
$800K +$65.2K +3,452 +9%
FANJ
353
Financial Architects (New Jersey)
New Jersey
$794K -$1.74K -92 -0.2%
UWM
354
USAdvisors Wealth Management
Minnesota
$792K -$6.35M -336,096 -89%
TCM
355
Twele Capital Management
Minnesota
$783K +$30.7K +1,624 +4%
PAM
356
Peak Asset Management
Colorado
$781K +$1.51K +80 +0.2%
LCM
357
Liberty Capital Management
Michigan
$778K +$18.8K +992 +2%
TW
358
TrinityPoint Wealth
Connecticut
$772K +$151 +8 +0%
CCM
359
Coldstream Capital Management
Washington
$771K -$393K -20,768 -34%
PWA
360
Physician Wealth Advisors
Utah
$763K +$4.4K +232 +0.6%
PS
361
Portfolio Solutions
Michigan
$755K -$61.7K -3,264 -8%
AWA
362
Acorn Wealth Advisors
Michigan
$754K -$19.8K -1,052 -3%
FAIM
363
Financial Advocates Investment Management
Washington
$746K +$43K +2,272 +6%
WWM
364
WJ Wealth Management
Arizona
$740K +$740K +39,144 New
SIC
365
Sigma Investment Counselors
Michigan
$738K +$40.9K +2,164 +6%
ICM
366
Islay Capital Management
Texas
$737K +$737K +38,976 New
PMFA
367
Plante Moran Financial Advisors
Michigan
$734K -$660K -34,900 -47%
WDL
368
Well Done LLC
Michigan
$734K – – –
PFC
369
Phocas Financial Corp
California
$730K -$662K – –
MWP
370
MYCIO Wealth Partners
Pennsylvania
$721K +$65.6K +3,472 +10%
BJ
371
Brouwer & Janachowski
California
$719K -$23.9K -1,264 -3%
SF
372
Summit Financial
New Jersey
$718K +$718K +37,984 New
DWM
373
Destination Wealth Management
California
$718K +$55.8K +2,952 +8%
MWP
374
Meridian Wealth Partners
Pennsylvania
$716K +$716K +37,868 New
NC
375
NovaPoint Capital
Georgia
$710K +$710K +37,552 New
13 14
15
16 17