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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 %
CWM
426
Campbell Wealth Management
Virginia
$359K +$25.1K +1,536 +8%
MWM
427
Madison Wealth Management
Ohio
$353K -$129K -7,908 -27%
TIA
428
Tiemann Investment Advisors
California
$350K +$3.26K +200 +0.9%
OPS
429
Orion Portfolio Solutions
Nebraska
$349K – – –
FLPIM
430
F.L. Putnam Investment Management
Massachusetts
$347K -$413K -25,308 -54%
LB
431
Legacy Bridge
Iowa
$344K -$28.7K -1,760 -8%
AFA
432
American Financial Advisors
Georgia
$342K +$5.77K +344 +2%
WOC
433
West Oak Capital
California
$340K +$110K +6,752 +48%
MMHP
434
Murphy Middleton Hinkle & Parker
Georgia
$337K +$392 +24 +0.1%
Fisher Asset Management
435
Fisher Asset Management
Washington
$335K +$335K +20,480 New
GWM
436
Gray Wealth Management
Maine
$334K -$2.94K -180 -0.9%
BRWA
437
B. Riley Wealth Advisors
Florida
$334K -$2.82K -172 -0.8%
PCWA
438
Pacific Capital Wealth Advisors
California
$334K +$334K +20,468 New
NCM
439
Northwest Capital Management
Oregon
$330K -$60.4K -3,704 -15%
GDP
440
Great Diamond Partners
Maine
$330K +$37.3K +2,288 +13%
CPIG
441
Chicago Partners Investment Group
Illinois
$326K +$16.6K +976 +5%
PRS
442
Pinkerton Retirement Specialists
Idaho
$325K +$325K +19,916 New
DP
443
DDD Partners
Washington
$320K -$14.6K -892 -4%
G
444
Gainplan
Michigan
$317K -$36.2K -2,216 -10%
SWP
445
Stratos Wealth Partners
Ohio
$316K -$77K -4,720 -20%
FM
446
Foster & Motley
Ohio
$315K -$59.5K -3,648 -16%
OFS
447
Oldfather Financial Services
Nebraska
$315K -$4.67K -272 -1%
WSTAM
448
Wilbanks Smith & Thomas Asset Management
Virginia
$312K +$30.9K +1,892 +11%
RPA
449
Rock Point Advisors
Vermont
$311K -$2.94K -180 -0.9%
OFG
450
Oxford Financial Group
Indiana
$311K +$1.37K +84 +0.4%
16 17
18
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