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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 %
PFA
351
Pinnacle Family Advisors
Missouri
$487K -$444K -34,480 -48%
OCG
352
Opus Capital Group
Ohio
$487K +$487K +37,772 New
FA
353
FDx Advisors
Illinois
$483K -$99.7K -7,740 -17%
3C
354
361 Capital
Colorado
$482K -$285K -22,144 -37%
HI
355
Human Investing
Oregon
$478K +$74.1K +5,748 +18%
WT
356
Whittier Trust
California
$475K +$475K +36,900 New
PWMAG
357
Pinnacle Wealth Management Advisory Group
New Jersey
$469K -$364K -28,276 -44%
MCM
358
Maxim Capital Management
California
$466K -$14.1K -1,096 -3%
MWP
359
Meridian Wealth Partners
Pennsylvania
$465K -$23.1K -1,792 -5%
LWMM
360
Legacy Wealth Management (Mississippi)
Mississippi
$464K -$3.61K -280 -0.8%
CA
361
Capital Advantage
California
$461K -$24.8K -1,788 -5%
PW
362
Price Wealth
Texas
$456K +$456K +35,408 New
PSF
363
Pacific Sun Financial
California
$447K +$3.6K +280 +0.8%
PAM
364
Pegasus Asset Management
New York
$443K +$21.6K +1,680 +5%
EK
365
Evensky & Katz
Florida
$437K -$5.56K -432 -1%
WWM
366
Windsor Wealth Management
Indiana
$437K +$13K +1,012 +3%
SMG
367
Spectrum Management Group
Indiana
$437K +$57.8K +4,488 +15%
AWM
368
Apollon Wealth Management
South Carolina
$436K -$6.76M -524,472 -94%
MCM
369
Mitchell Capital Management
Kansas
$436K -$36.7K -2,852 -8%
BF
370
BOK Financial
Oklahoma
$435K -$7.48K -580 -2%
FA
371
Fagan Associates
New York
$432K -$1.11M -86,320 -72%
SFSG
372
Stearns Financial Services Group
North Carolina
$431K +$9.63K +748 +2%
SWM
373
Stockman Wealth Management
Montana
$430K +$50.4K +3,912 +13%
AG
374
Appleton Group
Wisconsin
$422K -$4.89M -379,760 -92%
BFPW
375
BOK Financial Private Wealth
Colorado
$416K -$65.1K -5,056 -14%
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