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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 %
PAM
351
Pegasus Asset Management
New York
$571K +$9.15K +560 +2%
SMG
352
Spectrum Management Group
Indiana
$555K – – –
BF
353
BOK Financial
Oklahoma
$551K – – –
ASW
354
Astoria Strategic Wealth
Texas
$548K +$31K +1,932 +6%
SWM
355
Stockman Wealth Management
Montana
$545K -$327 -20 -0.1%
BJ
356
Brouwer & Janachowski
California
$543K -$77K -4,716 -12%
PD
357
Planning Directions
Pennsylvania
$543K +$543K +33,228 New
Goldman Sachs
358
Goldman Sachs
New York
$533K +$33.8K +2,068 +7%
SS
359
Simplicity Solutions
Minnesota
$532K +$241K +14,748 +83%
BPM
360
Bowling Portfolio Management
Ohio
$531K +$11.6K +708 +2%
WCM
361
Wealthcare Capital Management
Virginia
$530K +$82.8K +5,072 +19%
SF
362
Summit Financial
New Jersey
$530K -$97.1K -5,944 -15%
MCM
363
Mitchell Capital Management
Kansas
$528K -$25.2K -1,540 -5%
FAIM
364
Financial Advocates Investment Management
Washington
$526K +$57.5K +3,524 +12%
HIC
365
Holderness Investments Company
North Carolina
$515K +$515K +31,532 New
MA
366
Mutual Advisors
Nebraska
$514K +$94.8K +5,804 +23%
BW
367
Bison Wealth
Georgia
$512K – – –
HI
368
Human Investing
Oregon
$505K -$101K -6,180 -17%
SFSG
369
Stearns Financial Services Group
North Carolina
$505K -$42.1K -2,576 -8%
BA
370
Bristlecone Advisors
Washington
$504K -$552K -33,760 -52%
WIA
371
Wealthstreet Investment Advisors
Texas
$503K -$234K -14,300 -32%
FA
372
FDx Advisors
Illinois
$502K -$111K -6,768 -18%
CFG
373
Citizens Financial Group
Rhode Island
$499K +$784 +48 +0.2%
NFG
374
Next Financial Group
Texas
$499K +$164K +10,028 +49%
PWA
375
Physician Wealth Advisors
Utah
$498K -$21.2K -1,180 -4%
13 14
15
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