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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
$1.73B
2
PCIA
Prime Capital Investment Advisors
Kansas
$25.1M
3
PCA
Personal Capital Advisors
California
$233M
4
Charles Schwab
Charles Schwab
California
$101M
5
Truist Financial
Truist Financial
North Carolina
$8.42M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.5M
2
TCM
Tradewinds Capital Management
Washington
$8.33M
3
WAM
Wealthspire Advisors (Maryland)
Maryland
$15.7M
4
UWM
USAdvisors Wealth Management
Minnesota
$792K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
451
TrustCore Financial Services
Tennessee
$443K -$3.63K -192 -0.8%
NB
452
NBT Bank
New York
$442K -$25.7K -1,360 -5%
CAG
453
Curtis Advisory Group
California
$441K +$441K +23,304 New
MA
454
Mutual Advisors
Nebraska
$441K +$441K +23,332 New
CIR
455
Clear Investment Research
Georgia
$440K +$21.6K +1,140 +5%
OPS
456
Orion Portfolio Solutions
Nebraska
$437K +$437K +23,112 New
LSAG
457
Lake Street Advisors Group
New Hampshire
$436K +$65K +3,436 +18%
PCM
458
Parsons Capital Management
Rhode Island
$434K – – –
DWT
459
Dorsey & Whitney Trust
South Dakota
$433K – – –
FM
460
Foster & Motley
Ohio
$427K +$25K +1,324 +6%
CI
461
Cordant Inc
Oregon
$427K +$427K +22,580 New
APW
462
Aurora Private Wealth
New Jersey
$427K +$427K +22,592 New
OPA
463
Old Port Advisors
Maine
$422K +$26.6K +1,408 +7%
TIA
464
Tiemann Investment Advisors
California
$417K +$2.65K +140 +0.6%
PFM
465
Peak Financial Management
Massachusetts
$415K +$4.09K +216 +1%
PIM
466
Penobscot Investment Management
Massachusetts
$412K +$65.4K +3,460 +19%
SAM
467
SignalPoint Asset Management
Missouri
$412K +$112K +5,904 +37%
RJA
468
Raymond James & Associates
Florida
$397K +$59.2K +3,128 +18%
MMHP
469
Murphy Middleton Hinkle & Parker
Georgia
$397K +$68K +3,592 +21%
HWA
470
Heritage Way Advisors
Illinois
$396K -$13.6K -720 -3%
HIC
471
Hartline Investment Corp
Illinois
$395K -$5.15K -272 -1%
SG
472
Somerset Group
Minnesota
$394K -$148K -7,840 -27%
SSB
473
Sandy Spring Bank
Maryland
$392K +$21.9K +1,156 +6%
F
474
F3Logic
Minnesota
$390K -$94.2K -4,984 -19%
AP
475
Adero Partners
California
$389K +$389K +20,556 New
17 18
19
20 21