SCHA icon

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 %
PIM
451
Penobscot Investment Management
Massachusetts
$310K -$44.5K -2,728 -13%
PNC Financial Services Group
452
PNC Financial Services Group
Pennsylvania
$309K -$188K -11,504 -38%
EAM
453
Evanson Asset Management
California
$308K +$522 +32 +0.2%
CCM
454
Carlson Capital Management
Minnesota
$303K -$4.16K -256 -1%
NL
455
NWAM LLC
Washington
$303K +$303K +18,528 New
EH
456
Equitable Holdings
New York
$302K -$26.1K -1,600 -8%
HFA
457
Hoover Financial Advisors
Pennsylvania
$300K -$4.77K -292 -2%
SRC
458
Sage Rhino Capital
California
$297K – – –
PCM
459
Parsons Capital Management
Rhode Island
$294K -$91.3K -5,592 -24%
FPCG
460
Fort Pitt Capital Group
Pennsylvania
$293K -$60.8K -3,720 -17%
Bank of New York Mellon
461
Bank of New York Mellon
New York
$291K +$7.01K +428 +2%
Citadel Advisors
462
Citadel Advisors
Florida
$288K +$288K +17,648 New
PFBT
463
Parkside Financial Bank & Trust
Missouri
$285K -$125K -7,668 -31%
SAM
464
Shone Asset Management
California
$282K +$955 +56 +0.3%
F
465
F3Logic
Minnesota
$281K – – –
PFGIA
466
Patriot Financial Group Insurance Agency
Massachusetts
$280K +$16.7K +1,020 +6%
TWM
467
Triton Wealth Management
Arizona
$278K -$22.7K -1,332 -8%
NWS
468
Newport Wealth Strategies
California
$277K -$1.51M -92,612 -85%
WIC
469
Whitegate Investment Counselors
New Hampshire
$274K +$16.7K +1,020 +6%
LJAC
470
L.J. Altfest & Co
New York
$273K -$13.5K -828 -5%
RCA
471
Reitz Capital Advisors
Michigan
$272K +$272K +16,632 New
HB
472
Homrich & Berg
Georgia
$270K +$270K +16,532 New
MWP
473
Meridian Wealth Partners
Pennsylvania
$269K -$320K -19,604 -54%
PAM
474
Premier Asset Management
Illinois
$268K – – –
Fidelity Investments
475
Fidelity Investments
Massachusetts
$267K -$112K -6,876 -30%
17 18
19
20 21