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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 %
NEGWA
401
New England Guild Wealth Advisors
Connecticut
$613K -$122K -6,448 -17%
A
402
AdvicePeriod
California
$611K +$110K +5,788 +22%
LNC
403
Lincoln National Corp
Pennsylvania
$608K +$7.56K +400 +1%
JC
404
Jentner Corp
Ohio
$606K +$10.1K +536 +2%
NGA
405
Naples Global Advisors
Florida
$605K +$79.6K +4,212 +15%
BPM
406
Bowling Portfolio Management
Ohio
$594K +$65.3K +3,452 +12%
HI
407
Human Investing
Oregon
$593K +$39K +2,064 +7%
AI
408
Atria Investments
North Carolina
$586K +$27.4K +1,448 +5%
PCM
409
Pennsylvania Capital Management
Pennsylvania
$583K +$583K +30,836 New
CWP
410
Capital Wealth Planning
Florida
$582K +$35.1K +1,856 +6%
CIC
411
Carnegie Investment Counsel
Ohio
$580K +$91K +4,816 +19%
Goldman Sachs
412
Goldman Sachs
New York
$578K – – –
MCM
413
Maxim Capital Management
California
$565K +$8K +528 +1%
SMG
414
Spectrum Management Group
Indiana
$557K +$16.1K +852 +3%
SWM
415
Stockman Wealth Management
Montana
$557K +$19.3K +1,020 +4%
Fidelity Investments
416
Fidelity Investments
Massachusetts
$552K -$17.3K -916 -3%
BMM
417
Buffington Mohr McNeal
Idaho
$545K -$6.43K -340 -1%
TAM
418
Townsend Asset Management
North Carolina
$545K +$545K +28,808 New
RPG
419
Resource Planning Group
Georgia
$539K +$6.35K +336 +1%
WS
420
Wedbush Securities
California
$538K -$19.8K -1,048 -4%
PCM
421
Poehling Capital Management
Wisconsin
$537K – – –
LWANC
422
Laurel Wealth Advisors (North Carolina)
North Carolina
$530K -$68.1K -3,600 -11%
SAM
423
S.A. Mason
Michigan
$528K +$528K +27,916 New
CRC
424
Curi RMB Capital
Illinois
$516K +$76 +4 +0%
AIM
425
Avity Investment Management
Connecticut
$506K – – –
15 16
17
18 19