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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
1
Charles Schwab Investment Advisory
California
$2.66B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$119M
3
PCA
3
Personal Capital Advisors
California
$241M
4
AWS
4
AJ Wealth Strategies
New York
$30.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$83.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$27.8M
2
SS
2
Sunbelt Securities
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$37.2M
4
ACM
4
Alpha Capital Management
Texas
$0
5
MW
5
Marcum Wealth
Ohio
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
26
Enterprise Financial Services Corp (EFSC)
Missouri
$19.3M +$3.67M +224,952 +24%
RWM
27
RKL Wealth Management
Pennsylvania
$19M +$723K +44,272 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$18.5M +$2.43M +149,044 +15%
Morgan Stanley
29
Morgan Stanley
New York
$17.8M +$5.81M +355,480 +49%
BWM
30
BerganKDV Wealth Management
Minnesota
$16.7M -$1.06M -65,044 -6%
HighTower Advisors
31
HighTower Advisors
Illinois
$16.1M +$4.11M +251,236 +34%
FA
32
Financial Advisors
Massachusetts
$16M +$1.92M +117,496 +14%
BWA
33
BlueSky Wealth Advisors
North Carolina
$14.7M +$3.66M +224,016 +33%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$14.1M -$6.94M -424,692 -33%
MI
35
Moneywise Inc
Virginia
$14M +$995K +60,936 +8%
OIA
36
OneDigital Investment Advisors
Kansas
$13.7M +$326K +19,916 +2%
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$13.6M -$702K -42,980 -5%
MAG
38
Mokosak Advisory Group
Iowa
$13.3M +$299K +18,300 +2%
FIM
39
Frontier Investment Management
Texas
$12.6M +$1.08M +66,380 +9%
SFA
40
Sequoia Financial Advisors
Ohio
$12.4M +$5.08M +311,260 +69%
VWA
41
Visionary Wealth Advisors
Illinois
$12M +$961K +58,848 +9%
Wells Fargo
42
Wells Fargo
California
$11.7M +$38.7K +2,368 +0.3%
RRWA
43
Rainey & Randall Wealth Advisors
Florida
$11.1M +$561K +34,316 +5%
SFP
44
Strategic Financial Planning
Texas
$10.9M -$731K -44,772 -6%
CST
45
Charles Schwab Trust
Nevada
$10.6M +$6.5M +397,996 +159%
EHPM
46
Emery Howard Portfolio Management
California
$10.5M -$1.73M -105,660 -14%
QI
47
QS Investors
New York
$10.3M -$887K -54,316 -8%
SFS
48
Summit Financial Strategies
Ohio
$10.3M -$487K -29,840 -5%
MFGP
49
Marshall Financial Group (Pennsylvania)
Pennsylvania
$10.3M -$1.63M -99,832 -14%
RFA
50
Radnor Financial Advisors
Pennsylvania
$10.2M +$5.13M +313,992 +101%
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