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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 %
SCM
426
SOL Capital Management
Maryland
$330K +$34.9K +2,000 +12%
CP
427
Camelot Portfolios
Ohio
$329K -$86.2K -4,952 -21%
CIM
428
Contravisory Investment Management
Massachusetts
$327K – – –
OFG
429
Oxford Financial Group
Indiana
$325K +$1.74K +100 +0.5%
ZB
430
Zions Bancorporation
Utah
$323K – – –
PIM
431
Penobscot Investment Management
Massachusetts
$320K – – –
AWM
432
AE Wealth Management
Kansas
$318K +$110K +6,340 +53%
SRC
433
Sage Rhino Capital
California
$317K +$20.3K +1,164 +7%
PAM
434
Premier Asset Management
Illinois
$314K -$3.77K -216 -1%
FG
435
Fiduciary Group
Georgia
$313K +$7.96K +456 +3%
RJA
436
Raymond James & Associates
Florida
$311K -$225K -12,912 -42%
SS
437
Simplicity Solutions
Minnesota
$311K – – –
EWA
438
EP Wealth Advisors
California
$310K -$3.28K -188 -1%
Cetera Investment Advisers
439
Cetera Investment Advisers
Illinois
$306K -$788K -45,352 -72%
HIC
440
Holderness Investments Company
North Carolina
$306K -$99.8K -5,720 -25%
FRA
441
Front Row Advisors
California
$306K -$20.6K -1,180 -6%
SP
442
SWS Partners
Ohio
$306K – – –
MMHP
443
Murphy Middleton Hinkle & Parker
Georgia
$303K +$6.76K +388 +2%
SBA
444
Secrest Blakey & Associates
North Carolina
$302K -$2.86K -164 -0.9%
CAMG
445
CWA Asset Management Group
Florida
$298K – – –
HCM
446
Hengehold Capital Management
Ohio
$296K -$267K -15,308 -47%
RPA
447
Rock Point Advisors
Vermont
$296K +$1.05K +60 +0.4%
SFG
448
StrategIQ Financial Group
Indiana
$295K +$25.4K +1,456 +9%
HFA
449
Huber Financial Advisors
Illinois
$292K +$49.2K +2,824 +20%
CAM
450
Carret Asset Management
New York
$291K +$23.4K +1,340 +9%
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