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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
$2.66B
2
Financial Engines Advisors
Financial Engines Advisors
California
$119M
3
PCA
Personal Capital Advisors
California
$241M
4
AWS
AJ Wealth Strategies
New York
$30.1M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$83.5M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$27.8M
2
SS
Sunbelt Securities
Texas
$0
3
UBS Group
UBS Group
Switzerland
$37.2M
4
ACM
Alpha Capital Management
Texas
$0
5
MW
Marcum Wealth
Ohio
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
401
BOK Financial Private Wealth
Colorado
$436K -$91.3K -5,596 -17%
SSWM
402
Sheets Smith Wealth Management
North Carolina
$436K +$134K +8,192 +44%
NB
403
NBT Bank
New York
$431K +$26.5K +1,620 +7%
DTC
404
Davidson Trust Company
Washington
$428K – – –
SFG
405
Sunburst Financial Group
Alabama
$423K -$79.8K -4,884 -16%
CAG
406
Curtis Advisory Group
California
$423K -$23.6K -1,444 -5%
FA
407
Fagan Associates
New York
$418K -$129K -7,896 -24%
HWA
408
Heritage Way Advisors
Illinois
$413K +$4.51K +276 +1%
CIR
409
Clear Investment Research
Georgia
$413K +$32.8K +2,008 +9%
ACM
410
Armbruster Capital Management
New York
$412K -$4.9K -300 -1%
VCP
411
Vista Capital Partners
Oregon
$406K -$89.7K -5,488 -18%
Cetera Investment Advisers
412
Cetera Investment Advisers
Illinois
$402K +$7.32K +448 +2%
CIC
413
Carnegie Investment Counsel
Ohio
$400K -$85.8K -5,244 -18%
LWANC
414
Laurel Wealth Advisors (North Carolina)
North Carolina
$391K -$53.6K -3,280 -12%
CA
415
Calton & Associates
Florida
$389K +$11.5K +704 +3%
PWS
416
Peloton Wealth Strategists
Indiana
$387K -$8.37K -512 -2%
BSW
417
Buckingham Strategic Wealth
Missouri
$386K -$97.2K -5,952 -20%
BMM
418
Buffington Mohr McNeal
Idaho
$385K -$53.3K -3,268 -12%
AWM
419
AE Wealth Management
Kansas
$385K +$385K +23,556 New
DWT
420
Dorsey & Whitney Trust
South Dakota
$374K – – –
GIA
421
GHP Investment Advisors
Colorado
$370K -$30.8K -1,884 -8%
FC
422
Fusion Capital
South Carolina
$368K -$37.6K -2,304 -9%
FCM
423
Fortis Capital Management
Washington
$367K -$82.8K -5,076 -18%
BL
424
BCWM LLC
Kansas
$365K +$77.7K +4,764 +27%
FWM
425
Frontier Wealth Management
Missouri
$362K -$290K -17,800 -45%
15 16
17
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