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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 %
WP
376
WealthSource Partners
California
$497K -$1.45M -88,988 -75%
SCM
377
Southport Capital Management
Tennessee
$496K +$496K +30,356 New
JC
378
Jentner Corp
Ohio
$495K +$120K +7,324 +32%
AWA
379
Acorn Wealth Advisors
Michigan
$494K +$32.4K +1,984 +7%
EK
380
Evensky & Katz
Florida
$493K -$62.1K -3,800 -11%
SAM
381
S.A. Mason
Michigan
$492K +$16.5K +1,008 +3%
PSF
382
Pacific Sun Financial
California
$489K -$78.4K -4,800 -14%
VHAM
383
Van Hulzen Asset Management
California
$487K -$35K -2,140 -7%
FCM
384
Firestone Capital Management
Florida
$484K -$38K -2,328 -7%
MF
385
Manchester Financial
California
$482K -$32K -1,956 -6%
CAMG
386
CWA Asset Management Group
Florida
$481K – – –
ACI
387
Alpha Cubed Investments
California
$481K +$481K +29,440 New
DWM
388
Destination Wealth Management
California
$480K -$43.4K -2,656 -8%
CHJWM
389
Carlton Hofferkamp & Jenks Wealth Management
Texas
$473K +$18.6K +1,080 +4%
EGWAG
390
Elwood & Goetz Wealth Advisory Group
Georgia
$472K +$9.35K +572 +2%
TAM
391
Townsend Asset Management
North Carolina
$470K -$1.31K -80 -0.3%
WWM
392
Windsor Wealth Management
Indiana
$467K -$87.5K -5,360 -16%
AFS
393
Access Financial Services
Minnesota
$463K -$295K -18,052 -39%
IA
394
IFP Advisors
Florida
$457K -$157K -9,764 -26%
CA
395
Capital Advantage
California
$455K -$87.6K -5,364 -16%
BWL
396
Bogart Wealth LLC
Virginia
$446K +$47.5K +2,908 +12%
MAS
397
Madden Advisory Services
Florida
$445K -$35K -2,148 -7%
ACM
398
AlphaStar Capital Management
North Carolina
$441K -$280K -16,648 -39%
APP
399
Avantax Planning Partners
Iowa
$437K -$307K -18,764 -41%
AIM
400
Avity Investment Management
Connecticut
$437K – – –
14 15
16
17 18