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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 %
PA
426
PFG Advisors
Arizona
$501K +$21.1K +1,120 +4%
BCWM
427
Blue Chip Wealth Management
Florida
$498K -$41K -2,168 -8%
DTC
428
Davidson Trust Company
Washington
$496K +$496K +26,260 New
CHJWM
429
Carlton Hofferkamp & Jenks Wealth Management
Texas
$495K +$13.9K +744 +3%
APA
430
American Portfolios Advisors
New York
$492K +$55.2K +2,920 +13%
GIA
431
GHP Investment Advisors
Colorado
$486K +$25.1K +1,328 +5%
LB
432
Legacy Bridge
Iowa
$484K – – –
SAA
433
Southeast Asset Advisors
Georgia
$483K -$146K -7,700 -23%
EGWAG
434
Elwood & Goetz Wealth Advisory Group
Georgia
$482K -$185K -9,800 -28%
Stifel Financial
435
Stifel Financial
Missouri
$475K -$131K -6,888 -22%
VCP
436
Vista Capital Partners
Oregon
$475K -$42K -2,224 -8%
PFBT
437
Parkside Financial Bank & Trust
Missouri
$475K -$16.2K -856 -3%
PWMG
438
Prestige Wealth Management Group
New Jersey
$470K +$1.82K +96 +0.4%
ATPW
439
Ashton Thomas Private Wealth
Arizona
$468K +$87.8K +4,644 +23%
TIM
440
Tortoise Investment Management
New York
$466K +$37.8K +2,000 +9%
MFG
441
MidWestOne Financial Group
Iowa
$464K -$45.3K -2,400 -9%
FCI
442
Financial Counselors Inc
Kansas
$464K – – –
NCM
443
Northwest Capital Management
Oregon
$457K -$1.82K -96 -0.4%
BRWA
444
B. Riley Wealth Advisors
Florida
$454K +$49.8K +2,636 +12%
CCFM
445
Clear Creek Financial Management
Washington
$453K +$99K +5,208 +28%
APP
446
Avantax Planning Partners
Iowa
$452K +$36.5K +1,932 +9%
EAM
447
Evanson Asset Management
California
$448K -$3.86K -204 -0.9%
FCM
448
Fortis Capital Management
Washington
$446K +$446K +23,568 New
HFA
449
Hoover Financial Advisors
Pennsylvania
$446K +$446K +23,580 New
WCM
450
Wealthcare Capital Management
Virginia
$445K -$1.67K -88 -0.4%
16 17
18
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