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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
Charles Schwab Investment Advisory
California
+$70.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26M
3
TCM
Tradewinds Capital Management
Washington
+$14.1M
4
PCA
Personal Capital Advisors
California
+$11.3M
5
SEI Investments
SEI Investments
Pennsylvania
+$9.51M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.62M
2
CM
Columbus Macro
Pennsylvania
-$4.57M
3
FAAS
First Allied Advisory Services
California
-$4.29M
4
VV
Valentine Ventures
Oregon
-$4.08M
5
CCM
CWH Capital Management
Washington
-$3.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
476
Peloton Wealth Strategists
Indiana
$252K +$10.2K +584 +4%
WCWM
477
Willow Creek Wealth Management
California
$250K +$348 +20 +0.1%
OCM
478
Orser Capital Management
Texas
$250K +$250K +14,252 New
IIC
479
Integrated Investment Consultants
Michigan
$244K – – –
WOC
480
West Oak Capital
California
$243K +$34.6K +1,988 +17%
GA
481
Gateway Advisory
New Jersey
$241K +$12.9K +740 +6%
FWCM
482
Ferguson Wellman Capital Management
Oregon
$239K – – –
Northern Trust
483
Northern Trust
Illinois
$234K -$43.8K -2,516 -16%
SAM
484
Sawgrass Asset Management
Florida
$234K -$11.9K -680 -5%
LIA
485
LBMC Investment Advisors
Tennessee
$229K – – –
Bank of New York Mellon
486
Bank of New York Mellon
New York
$224K -$156K -8,960 -41%
Cerity Partners
487
Cerity Partners
New York
$222K +$2.02K +116 +0.9%
HB
488
Homrich & Berg
Georgia
$222K +$222K +12,736 New
FCA
489
FinTrust Capital Advisors
South Carolina
$221K -$11.8K -680 -5%
VFA
490
Valeo Financial Advisors
Indiana
$221K +$14.3K +820 +7%
PWPS
491
Pinnacle Wealth Planning Services
Ohio
$220K -$39.5K -2,268 -15%
CF
492
Centaurus Financial
California
$220K +$140 +8 +0.1%
TWA
493
TCI Wealth Advisors
Arizona
$219K -$201K -11,568 -48%
GLA
494
Good Life Advisors
Pennsylvania
$219K +$487 +28 +0.2%
RWP
495
RWA Wealth Partners
Massachusetts
$216K +$216K +12,412 New
WA
496
Wealth Architects
California
$213K -$906 -52 -0.4%
RWA
497
River Wealth Advisors
Pennsylvania
$213K +$13.6K +784 +7%
FNBOMD
498
First National Bank of Mount Dora
Florida
$209K – – –
CMO
499
Covenant Multifamily Offices
Texas
$206K +$206K +11,796 New
HI
500
Hendershot Investments
Virginia
$206K +$206K +11,816 New
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