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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 %
HWA
426
Heritage Way Advisors
Illinois
$322K +$52.2K +4,048 +19%
FC
427
Fusion Capital
South Carolina
$320K -$124K -9,616 -28%
NB
428
NBT Bank
New York
$319K +$17.5K +1,360 +6%
GIA
429
GHP Investment Advisors
Colorado
$316K -$15K -1,164 -5%
BWL
430
Bogart Wealth LLC
Virginia
$314K +$87.4K +6,792 +39%
PWS
431
Peloton Wealth Strategists
Indiana
$312K +$125K +9,724 +67%
Cetera Investment Advisers
432
Cetera Investment Advisers
Illinois
$311K +$85.8K +6,660 +38%
SWP
433
Stratos Wealth Partners
Ohio
$310K -$116K -9,048 -27%
BCM
434
Boltwood Capital Management
California
$309K -$492K -38,180 -61%
NCM
435
Northwest Capital Management
Oregon
$308K -$2.93K -228 -0.9%
FNC
436
First National Corp
Massachusetts
$305K -$140K -204,500 -31%
PCM
437
Parsons Capital Management
Rhode Island
$304K +$8.09K +628 +3%
CIR
438
Clear Investment Research
Georgia
$300K – – –
Fidelity Investments
439
Fidelity Investments
Massachusetts
$299K -$77K -5,980 -20%
CA
440
Calton & Associates
Florida
$298K +$37.9K +2,940 +15%
JC
441
Jentner Corp
Ohio
$296K -$116K -9,028 -28%
FM
442
Foster & Motley
Ohio
$296K +$4.64K +360 +2%
DWT
443
Dorsey & Whitney Trust
South Dakota
$295K – – –
DAS
444
Dynamic Advisor Solutions
Arizona
$294K -$251K -19,472 -46%
LB
445
Legacy Bridge
Iowa
$294K -$36.1K -2,800 -11%
AFA
446
American Financial Advisors
Georgia
$289K +$346 +24 +0.1%
RJA
447
Raymond James & Associates
Florida
$286K +$16K +1,244 +6%
JWM
448
Janiczek Wealth Management
Colorado
$283K -$143K -11,104 -34%
PIM
449
Penobscot Investment Management
Massachusetts
$280K -$1.03K -80 -0.4%
FPCG
450
Fort Pitt Capital Group
Pennsylvania
$279K +$107K +8,292 +62%
16 17
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