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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 %
ASW
376
Astoria Strategic Wealth
Texas
$414K -$274K -21,296 -40%
SP
377
SWS Partners
Ohio
$414K +$414K +32,124 New
DWM
378
Destination Wealth Management
California
$413K -$75.9K -5,892 -16%
FCM
379
Firestone Capital Management
Florida
$412K -$45.1K -3,504 -10%
VHAM
380
Van Hulzen Asset Management
California
$411K -$35.4K -2,748 -8%
BPM
381
Bowling Portfolio Management
Ohio
$410K +$5.41K +420 +1%
CP
382
Camelot Portfolios
Ohio
$409K +$158K +12,248 +63%
JPMPWA
383
J.P. Morgan Private Wealth Advisors
California
$405K -$373K -28,952 -48%
MF
384
Manchester Financial
California
$405K -$77.5K -6,016 -16%
CHJWM
385
Carlton Hofferkamp & Jenks Wealth Management
Texas
$404K -$3K -196 -0.7%
BW
386
Bison Wealth
Georgia
$403K -$1.12M -87,296 -74%
QCG
387
Quadrant Capital Group
Ohio
$398K +$274K +21,344 +221%
SFG
388
Sunburst Financial Group
Alabama
$396K +$204K +15,872 +106%
Goldman Sachs
389
Goldman Sachs
New York
$394K – – –
CFG
390
Citizens Financial Group
Rhode Island
$393K +$393K +30,520 New
PWA
391
Physician Wealth Advisors
Utah
$391K -$153K -11,304 -28%
PNC Financial Services Group
392
PNC Financial Services Group
Pennsylvania
$391K -$34.9K -2,712 -8%
VCP
393
Vista Capital Partners
Oregon
$390K +$66.7K +5,188 +21%
PAM
394
Peak Asset Management
Colorado
$386K -$146K -11,348 -27%
CIC
395
Carnegie Investment Counsel
Ohio
$383K -$12.8K -992 -3%
MWM
396
Madison Wealth Management
Ohio
$381K -$498K -38,612 -57%
BSW
397
Buckingham Strategic Wealth
Missouri
$381K +$169K +13,112 +80%
MAS
398
Madden Advisory Services
Florida
$379K -$2.49M -193,436 -87%
CAMG
399
CWA Asset Management Group
Florida
$379K +$158K +12,276 +72%
CWP
400
Capital Wealth Planning
Florida
$376K -$20.6K -1,600 -5%
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16
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