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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 %
GIA
451
Gladstone Institutional Advisory
Florida
$286K -$25.9K -1,488 -8%
CWM
452
CCG Wealth Management
California
$286K – – –
CCM
453
Carlson Capital Management
Minnesota
$286K +$286K +16,432 New
VBFP
454
Valtinson Bruner Financial Planning
Minnesota
$283K – – –
LJAC
455
L.J. Altfest & Co
New York
$281K +$975 +56 +0.3%
NFG
456
Next Financial Group
Texas
$281K +$11.5K +660 +4%
WSTAM
457
Wilbanks Smith & Thomas Asset Management
Virginia
$278K +$32.1K +1,844 +13%
SAM
458
SignalPoint Asset Management
Missouri
$277K +$277K +15,884 New
AWA
459
Arete Wealth Advisors
Illinois
$276K -$24.7K -1,416 -8%
BSW
460
Buckingham Strategic Wealth
Missouri
$273K -$29.7K -1,708 -10%
Baird Financial Group
461
Baird Financial Group
Wisconsin
$272K +$2.72K +156 +1%
EWM
462
Evercore Wealth Management
New York
$272K +$272K +15,580 New
AA
463
Apriem Advisors
California
$267K -$14.6K -836 -5%
PL
464
Plancorp LLC
Missouri
$267K +$267K +15,340 New
CWM
465
Campbell Wealth Management
Virginia
$266K +$266K +15,264 New
CA
466
Continuum Advisory
Idaho
$265K -$10.4K -608 -4%
BWL
467
Bogart Wealth LLC
Virginia
$264K -$28.2K -1,616 -10%
DP
468
DDD Partners
Washington
$264K +$6.56K +376 +3%
LFG
469
Larson Financial Group
Missouri
$262K +$9.12K +524 +4%
JCM
470
Jacobsen Capital Management
Utah
$256K +$23.1K +1,328 +10%
Calamos Advisors
471
Calamos Advisors
Illinois
$255K -$24.9K -1,432 -9%
WIC
472
Whitegate Investment Counselors
New Hampshire
$255K -$15.6K -896 -6%
BFM
473
Broadview Financial Management
Wisconsin
$254K +$19.2K +1,100 +8%
CPIG
474
Chicago Partners Investment Group
Illinois
$253K -$28.9K -1,632 -10%
SPC
475
Sigma Planning Corp
Michigan
$252K -$520K -29,832 -67%
17 18
19
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