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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 %
SAM
401
S.A. Mason
Michigan
$375K +$15.2K +1,176 +4%
TAM
402
Townsend Asset Management
North Carolina
$372K +$516 +40 +0.1%
FAIM
403
Financial Advocates Investment Management
Washington
$370K -$139K -10,760 -27%
EGWAG
404
Elwood & Goetz Wealth Advisory Group
Georgia
$364K +$36.3K +2,824 +11%
GC
405
Grimes & Company
Massachusetts
$359K -$3.78M -293,304 -91%
APA
406
American Portfolios Advisors
New York
$357K +$21.9K +1,704 +7%
AWA
407
Acorn Wealth Advisors
Michigan
$357K -$148K -11,752 -29%
PCM
408
Pennsylvania Capital Management
Pennsylvania
$357K -$6.17K -524 -2%
GIA
409
Gladstone Institutional Advisory
Florida
$357K +$108K +8,372 +43%
FCM
410
Fortis Capital Management
Washington
$355K +$51.6K +4,004 +17%
WCM
411
Wealthcare Capital Management
Virginia
$353K +$50K +3,880 +17%
CAG
412
Curtis Advisory Group
California
$352K +$52K +4,036 +17%
LWANC
413
Laurel Wealth Advisors (North Carolina)
North Carolina
$350K -$10.6K -820 -3%
MCM
414
Manchester Capital Management
Vermont
$350K +$103K +8,000 +42%
BMM
415
Buffington Mohr McNeal
Idaho
$346K -$25.3K -1,968 -7%
AIM
416
Avity Investment Management
Connecticut
$345K – – –
TI
417
Trexquant Investment
Connecticut
$344K +$344K +26,708 New
DTC
418
Davidson Trust Company
Washington
$338K – – –
CI
419
Cordant Inc
Oregon
$335K +$44.2K +3,432 +15%
American Century Companies
420
American Century Companies
Missouri
$335K +$335K +26,032 New
CAI
421
Capital Advisors Inc
Oklahoma
$334K +$334K +25,948 New
MA
422
Mutual Advisors
Nebraska
$331K +$30.1K +2,336 +10%
ACM
423
Armbruster Capital Management
New York
$329K +$329K +25,524 New
Renaissance Technologies
424
Renaissance Technologies
New York
$325K +$325K +25,200 New
PFBT
425
Parkside Financial Bank & Trust
Missouri
$324K +$103 +8 +0%
15 16
17
18 19