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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
1
Charles Schwab Investment Advisory
California
$1.5B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.3M
3
TCM
3
Tradewinds Capital Management
Washington
$21.3M
4
PCA
4
Personal Capital Advisors
California
$200M
5
SEI Investments
5
SEI Investments
Pennsylvania
$251M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.95M
2
CM
2
Columbus Macro
Pennsylvania
$2.61M
3
FAAS
3
First Allied Advisory Services
California
$3.64M
4
VV
4
Valentine Ventures
Oregon
$0
5
CCM
5
CWH Capital Management
Washington
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
RKL Wealth Management
Pennsylvania
$17.3M -$470K -26,972 -3%
EFSCE
27
Enterprise Financial Services Corp (EFSC)
Missouri
$17.2M -$243K -13,940 -1%
QI
28
QS Investors
New York
$16.1M -$135K -7,764 -0.8%
CCM
29
CWH Capital Management
Washington
$16M -$3.58M -205,492 -18%
BWM
30
BerganKDV Wealth Management
Minnesota
$15.8M -$2.99M -171,728 -16%
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$15.3M +$1.33M +76,308 +10%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$14.6M +$82K +4,704 +0.6%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$14.5M +$99.3K +84 +0.7%
MFGP
34
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.3M +$905K +51,908 +7%
MI
35
Moneywise Inc
Virginia
$13.4M +$235K +13,488 +2%
Creative Planning
36
Creative Planning
Kansas
$12.6M +$1.58M +90,840 +14%
EHPM
37
Emery Howard Portfolio Management
California
$12.4M -$24.8K -1,420 -0.2%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$12.2M +$9.04M +518,776 +283%
FA
39
Financial Advisors
Massachusetts
$12M +$4.29M +246,092 +55%
BWA
40
BlueSky Wealth Advisors
North Carolina
$11.8M +$497K +29,388 +4%
RRWA
41
Rainey & Randall Wealth Advisors
Florida
$11.7M -$42.8K -2,456 -0.4%
MAM
42
Marquette Asset Management
Minnesota
$11.7M +$928K +53,208 +9%
MAG
43
Mokosak Advisory Group
Iowa
$11.3M +$217K +12,468 +2%
FFN
44
Focus Financial Network
Minnesota
$11.3M +$633K +36,316 +6%
FNC
45
First National Corp
Massachusetts
$11.1M +$141K +8,116 +1%
PMG
46
ProVise Management Group
Florida
$10.3M +$673K +38,592 +7%
SFS
47
Summit Financial Strategies
Ohio
$10.3M +$291K +16,668 +3%
FIM
48
Frontier Investment Management
Texas
$10M +$211K +12,092 +2%
BWA
49
Burt Wealth Advisors
Maryland
$9.85M -$181K -10,368 -2%
SWM
50
SVA Wealth Management
Wisconsin
$9.32M +$12K +688 +0.1%
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