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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 %
MF
376
Manchester Financial
California
$708K +$2.27K +120 +0.3%
BFPW
377
BOK Financial Private Wealth
Colorado
$707K -$16K -848 -2%
BAM
378
Barrett Asset Management
New York
$694K +$3.86K +204 +0.6%
MCM
379
Mitchell Capital Management
Kansas
$694K +$40.9K +2,164 +6%
FWM
380
Frontier Wealth Management
Missouri
$692K -$2.87K -152 -0.4%
HA
381
HC Advisors
Georgia
$692K +$692K +36,612 New
AFAS
382
Acorn Financial Advisory Services
Virginia
$689K +$689K +36,620 New
CIAS
383
Capital Investment Advisory Services
North Carolina
$688K -$12.8K -676 -2%
LWMM
384
Legacy Wealth Management (Mississippi)
Mississippi
$686K +$686K +36,280 New
FCM
385
Firestone Capital Management
Florida
$671K +$671K +35,480 New
CA
386
Capital Advantage
California
$661K -$89.9K -4,760 -12%
VHAM
387
Van Hulzen Asset Management
California
$656K -$19.6K -1,036 -3%
RCA
388
Reitz Capital Advisors
Michigan
$653K -$2.65K -140 -0.4%
PSF
389
Pacific Sun Financial
California
$652K -$12.9K -680 -2%
TSWM
390
Triangle Securities Wealth Management
North Carolina
$652K +$131K +6,912 +25%
FC
391
Fusion Capital
South Carolina
$652K +$652K +34,460 New
EK
392
Evensky & Katz
Florida
$650K -$2.5M -132,048 -79%
BF
393
BOK Financial
Oklahoma
$649K -$83.5K -4,416 -11%
WIA
394
Wealthstreet Investment Advisors
Texas
$645K +$18.2K +960 +3%
SWP
395
Stratos Wealth Partners
Ohio
$627K -$33.2K -1,752 -5%
PNC Financial Services Group
396
PNC Financial Services Group
Pennsylvania
$626K +$2.57K +136 +0.4%
JWM
397
Janiczek Wealth Management
Colorado
$625K -$79.2K -4,188 -11%
WWM
398
Windsor Wealth Management
Indiana
$623K -$87.8K -4,644 -12%
SFSG
399
Stearns Financial Services Group
North Carolina
$619K +$3.78K +200 +0.6%
PAM
400
Pegasus Asset Management
New York
$619K +$10.3K +544 +2%
14 15
16
17 18