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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 %
CRC
376
Curi RMB Capital
Illinois
$476K +$70 +4 +0%
MFG
377
MidWestOne Financial Group
Iowa
$470K – – –
AIM
378
Avity Investment Management
Connecticut
$467K -$3.49K -200 -0.7%
A
379
AdvicePeriod
California
$462K +$129K +7,424 +39%
PFBT
380
Parkside Financial Bank & Trust
Missouri
$453K -$64K -3,672 -12%
CIC
381
Carnegie Investment Counsel
Ohio
$451K -$36.9K -2,116 -8%
LB
382
Legacy Bridge
Iowa
$447K – – –
AIP
383
Almanack Investment Partners
Pennsylvania
$447K +$97.5K +5,596 +28%
F
384
F3Logic
Minnesota
$446K -$35.2K -2,024 -7%
CHJWM
385
Carlton Hofferkamp & Jenks Wealth Management
Texas
$439K +$3.33K +196 +0.8%
CBFP
386
Cedar Brook Financial Partners
Ohio
$432K +$131K +7,504 +43%
NB
387
NBT Bank
New York
$432K +$432K +24,760 New
PWMG
388
Prestige Wealth Management Group
New Jersey
$431K +$32.9K +1,888 +8%
PA
389
PFG Advisors
Arizona
$430K +$8.19K +484 +2%
FCI
390
Financial Counselors Inc
Kansas
$428K -$10.5K -600 -2%
BL
391
BCWM LLC
Kansas
$428K -$8.02K -460 -2%
GIA
392
GHP Investment Advisors
Colorado
$425K -$17.3K -992 -4%
NCM
393
Northwest Capital Management
Oregon
$423K -$33.3K -1,912 -7%
EAM
394
Evanson Asset Management
California
$416K +$8.43K +484 +2%
TFS
395
TrustCore Financial Services
Tennessee
$412K -$34.3K -1,964 -8%
WCM
396
Wealthcare Capital Management
Virginia
$411K +$170K +9,784 +71%
APA
397
American Portfolios Advisors
New York
$403K +$34.3K +1,968 +9%
PCM
398
Parsons Capital Management
Rhode Island
$400K – – –
LNB
399
Ledyard National Bank
$399K -$48.9K -2,800 -11%
PWM
400
Perigon Wealth Management
California
$399K -$6.82K -392 -2%
14 15
16
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