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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 %
LPL Financial
26
LPL Financial
California
$15.3M -$1.89M -146,656 -11%
RWM
27
RKL Wealth Management
Pennsylvania
$14.4M +$1.41M +109,376 +11%
BWM
28
BerganKDV Wealth Management
Minnesota
$14M +$2.36M +183,320 +20%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$12.7M -$585K -45,400 -4%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$12.5M +$6.1M +473,716 +95%
EFSCE
31
Enterprise Financial Services Corp (EFSC)
Missouri
$12.3M -$6.54K -508 -0.1%
PEA
32
Pacific Edge Advisors
California
$12.1M +$5.21M +404,768 +75%
KBFS
33
Kohmann Bosshard Financial Services
Ohio
$11.2M -$359K -27,896 -3%
FA
34
Financial Advisors
Massachusetts
$11.1M +$1.75M +136,172 +19%
CCM
35
CWH Capital Management
Washington
$10.6M -$1.27M -98,964 -11%
OIA
36
OneDigital Investment Advisors
Kansas
$10.6M +$5.21M +403,804 +98%
MI
37
Moneywise Inc
Virginia
$10.2M +$352K +27,360 +4%
MAG
38
Mokosak Advisory Group
Iowa
$10.2M +$1.51M +117,684 +17%
LA
39
LVW Advisors
New York
$9.98M +$9.25M +718,292 +1,269%
WANY
40
Wealthspire Advisors (New York)
New York
$9.75M +$9.75M +756,624 New
EHPM
41
Emery Howard Portfolio Management
California
$9.68M +$466K +36,184 +5%
WAM
42
Wealthspire Advisors (Maryland)
Maryland
$9.62M -$1.08M -83,612 -10%
HighTower Advisors
43
HighTower Advisors
Illinois
$9.44M -$4.76M -369,180 -34%
Morgan Stanley
44
Morgan Stanley
New York
$9.42M +$2.46M +190,664 +35%
MFGP
45
Marshall Financial Group (Pennsylvania)
Pennsylvania
$9.41M -$1.37M -106,180 -13%
SFP
46
Strategic Financial Planning
Texas
$9.2M -$683K -53,052 -7%
Wells Fargo
47
Wells Fargo
California
$9.2M +$5.28M +409,568 +135%
FIM
48
Frontier Investment Management
Texas
$9.05M +$331K +25,692 +4%
MAM
49
Marquette Asset Management
Minnesota
$8.89M +$1.55K +120 +0%
QI
50
QS Investors
New York
$8.85M -$2.57M -199,496 -23%
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