SCHA icon

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 %
SSWM
476
Sheets Smith Wealth Management
North Carolina
$238K +$90.8K +7,048 +62%
AP
477
Adero Partners
California
$237K -$28.2K -2,188 -11%
SRC
478
Sage Rhino Capital
California
$234K – – –
BFM
479
Broadview Financial Management
Wisconsin
$234K +$33.7K +2,620 +17%
GDP
480
Great Diamond Partners
Maine
$231K +$67.7K +5,264 +41%
ZIG
481
Zuckerman Investment Group
Illinois
$231K +$231K +17,948 New
SS
482
Simplicity Solutions
Minnesota
$230K – – –
CBFP
483
Cedar Brook Financial Partners
Ohio
$230K +$15K +1,164 +7%
BL
484
BCWM LLC
Kansas
$227K -$206 -16 -0.1%
SWM
485
Segment Wealth Management
Texas
$227K +$103 +8 +0%
LJAC
486
L.J. Altfest & Co
New York
$226K +$1.44K +112 +0.6%
Bank of New York Mellon
487
Bank of New York Mellon
New York
$223K +$19.9K +1,552 +10%
F
488
F3Logic
Minnesota
$222K -$44.5K -3,444 -17%
WSTAM
489
Wilbanks Smith & Thomas Asset Management
Virginia
$221K +$16.8K +1,308 +8%
AIM
490
AMI Investment Management
Indiana
$220K – – –
APWM
491
Atlas Private Wealth Management
New York
$218K -$21.1K -1,640 -9%
TFS
492
TrustCore Financial Services
Tennessee
$214K -$87.3K -6,792 -29%
PAM
493
Premier Asset Management
Illinois
$211K -$9.37K -728 -4%
AWA
494
Arete Wealth Advisors
Illinois
$208K +$3.25K +252 +2%
PFGIA
495
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$102K +7,924 +97%
AA
496
Apriem Advisors
California
$206K +$2.58K +200 +1%
CAM
497
Carret Asset Management
New York
$205K -$27.3K -2,120 -12%
MFG
498
Merit Financial Group
Georgia
$203K – – –
PV
499
Private Vista
Illinois
$203K +$463 +36 +0.2%
WIC
500
Whitegate Investment Counselors
New Hampshire
$203K +$11.1K +860 +6%
18 19
20
21 22