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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 %
G
451
Gainplan
Michigan
$278K -$821K -63,828 -75%
OPS
452
Orion Portfolio Solutions
Nebraska
$275K -$22.6K -1,752 -8%
TIA
453
Tiemann Investment Advisors
California
$274K -$10.3K -800 -4%
FRA
454
Front Row Advisors
California
$273K +$1.54K +104 +0.6%
OFS
455
Oldfather Financial Services
Nebraska
$269K +$105K +7,276 +64%
C
456
Certuity
Florida
$267K +$267K +20,712 New
MMHP
457
Murphy Middleton Hinkle & Parker
Georgia
$266K -$4.64K -360 -2%
SG
458
Somerset Group
Minnesota
$266K -$2.47K -192 -0.9%
BRWA
459
B. Riley Wealth Advisors
Florida
$265K -$44.4K -3,444 -14%
GWM
460
Gray Wealth Management
Maine
$265K +$265K +20,632 New
NFG
461
Next Financial Group
Texas
$264K +$52.2K +4,056 +25%
DP
462
DDD Partners
Washington
$264K +$54.3K +4,216 +26%
CWM
463
Campbell Wealth Management
Virginia
$263K +$75K +5,820 +40%
CCM
464
Carlson Capital Management
Minnesota
$262K -$17.8K -1,284 -6%
PA
465
PFG Advisors
Arizona
$261K -$102K -7,444 -28%
EH
466
Equitable Holdings
New York
$259K +$60.4K +4,688 +30%
TWM
467
Triton Wealth Management
Arizona
$259K +$259K +17,656 New
CPIG
468
Chicago Partners Investment Group
Illinois
$253K +$24.4K +1,760 +11%
PFM
469
Peak Financial Management
Massachusetts
$248K -$35K -2,712 -12%
RPA
470
Rock Point Advisors
Vermont
$247K +$22.2K +1,728 +10%
OFG
471
Oxford Financial Group
Indiana
$245K +$1.6K +124 +0.7%
EAM
472
Evanson Asset Management
California
$243K -$62.5K -4,848 -20%
SAM
473
Shone Asset Management
California
$241K +$241K +16,484 New
HFA
474
Hoover Financial Advisors
Pennsylvania
$240K -$63.2K -4,912 -21%
LNB
475
Ledyard National Bank
$238K -$20.6K -1,600 -8%
17 18
19
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