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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 %
DWT
401
Dorsey & Whitney Trust
South Dakota
$399K – – –
TIM
402
Tortoise Investment Management
New York
$395K -$28.7K -1,648 -7%
CIR
403
Clear Investment Research
Georgia
$386K – – –
APP
404
Avantax Planning Partners
Iowa
$383K +$139 +8 +0%
TIA
405
Tiemann Investment Advisors
California
$382K – – –
RCA
406
Rowland Carmichael Advisors
Arizona
$381K +$43.5K +2,492 +13%
PFM
407
Peak Financial Management
Massachusetts
$379K -$6.14K -352 -2%
HWA
408
Heritage Way Advisors
Illinois
$378K +$38.7K +2,216 +11%
BRWA
409
B. Riley Wealth Advisors
Florida
$373K -$37.1K -2,128 -9%
GPC
410
Glacier Peak Capital
Washington
$371K +$371K +21,264 New
FM
411
Foster & Motley
Ohio
$371K +$371K +21,268 New
HIC
412
Hartline Investment Corp
Illinois
$369K -$899K -51,528 -71%
AAS
413
Avantax Advisory Services
Texas
$362K +$59.4K +3,388 +20%
OPA
414
Old Port Advisors
Maine
$360K -$5.7K -332 -2%
GBBWRPM
415
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$354K +$85.8K +4,920 +32%
ATPW
416
Ashton Thomas Private Wealth
Arizona
$351K -$47.7K -2,736 -12%
SWM
417
Segment Wealth Management
Texas
$348K -$49.7K -2,852 -13%
LSAG
418
Lake Street Advisors Group
New Hampshire
$342K +$1.19K +68 +0.3%
SSB
419
Sandy Spring Bank
Maryland
$341K – – –
PV
420
Private Vista
Illinois
$341K +$488 +28 +0.1%
ESB
421
Essex Savings Bank
Connecticut
$340K +$100K +5,744 +42%
CA
422
Calton & Associates
Florida
$338K +$133K +7,612 +65%
CCFM
423
Clear Creek Financial Management
Washington
$336K -$3.32K -184 -1%
MCM
424
Manchester Capital Management
Vermont
$335K – – –
AFA
425
American Financial Advisors
Georgia
$330K +$2.51K +144 +0.8%
15 16
17
18 19