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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

706 hedge funds and large institutions have $4.57B invested in Schwab U.S Small- Cap ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 297 increasing their positions, 208 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+108
Holders Change %
+18.06%
% of All Funds
13.94%
Holding in Top 10
67
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+28.85%
% of All Funds
1.32%
New
137
Increased
297
Reduced
208
Closed
23
Calls
$1.01M
Puts
$2.12M
Net Calls
-$1.11M
Net Calls Change
-$397K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.73B
2
PCIA
Prime Capital Investment Advisors
Kansas
$25.1M
3
PCA
Personal Capital Advisors
California
$233M
4
Charles Schwab
Charles Schwab
California
$101M
5
Truist Financial
Truist Financial
North Carolina
$8.42M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.5M
2
TCM
Tradewinds Capital Management
Washington
$8.33M
3
WAM
Wealthspire Advisors (Maryland)
Maryland
$15.7M
4
UWM
USAdvisors Wealth Management
Minnesota
$792K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
476
Calton & Associates
Florida
$382K +$15.1K +796 +4%
CCM
477
Carlson Capital Management
Minnesota
$382K +$70.9K +3,744 +23%
LNB
478
Ledyard National Bank
$379K -$52.9K -2,800 -12%
ESB
479
Essex Savings Bank
Connecticut
$370K +$606 +32 +0.2%
CP
480
Camelot Portfolios
Ohio
$368K +$11.1K +588 +3%
GIA
481
Gladstone Institutional Advisory
Florida
$365K +$54.8K +2,900 +18%
MCM
482
Manchester Capital Management
Vermont
$363K – – –
SCM
483
SOL Capital Management
Maryland
$360K +$2.35K +124 +0.7%
OFG
484
Oxford Financial Group
Indiana
$357K +$3.86K +204 +1%
CIM
485
Contravisory Investment Management
Massachusetts
$355K +$76 +4 +0%
APWM
486
Atlas Private Wealth Management
New York
$352K +$352K +18,604 New
AFA
487
American Financial Advisors
Georgia
$349K +$19.5K +1,120 +6%
FRA
488
Front Row Advisors
California
$347K +$15.4K +816 +5%
SRC
489
Sage Rhino Capital
California
$343K – – –
CAM
490
Carret Asset Management
New York
$342K +$26.1K +1,380 +8%
Baird Financial Group
491
Baird Financial Group
Wisconsin
$341K +$45.8K +2,424 +16%
SS
492
Simplicity Solutions
Minnesota
$337K – – –
Susquehanna International Group
493
Susquehanna International Group
Pennsylvania
$337K +$337K +17,804 New
SWM
494
Segment Wealth Management
Texas
$334K -$44K -2,324 -12%
LFG
495
Larson Financial Group
Missouri
$334K +$49.6K +2,624 +17%
BL
496
BCWM LLC
Kansas
$333K -$131K -6,932 -28%
BWL
497
Bogart Wealth LLC
Virginia
$333K +$46.7K +2,468 +16%
RPA
498
Rock Point Advisors
Vermont
$331K +$9.54K +504 +3%
Cetera Investment Advisers
499
Cetera Investment Advisers
Illinois
$330K -$2.11K -112 -0.6%
HIC
500
Holderness Investments Company
North Carolina
$330K -$1.21K -64 -0.4%
18 19
20
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