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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$27.8M
2
SS
Sunbelt Securities
Texas
$0
3
UBS Group
UBS Group
Switzerland
$37.2M
4
ACM
Alpha Capital Management
Texas
$0
5
MW
Marcum Wealth
Ohio
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
476
Ledyard National Bank
$266K -$35.8K -2,188 -12%
FRA
477
Front Row Advisors
California
$266K -$35.7K -2,184 -12%
AWA
478
Arete Wealth Advisors
Illinois
$263K -$1.05K -64 -0.4%
CAM
479
Carret Asset Management
New York
$263K +$2.94K +180 +1%
APWM
480
Atlas Private Wealth Management
New York
$262K -$15K -920 -5%
PV
481
Private Vista
Illinois
$258K +$131 +8 +0.1%
MFG
482
Merit Financial Group
Georgia
$257K – – –
HI
483
Hendershot Investments
Virginia
$257K +$14.3K +876 +6%
AIM
484
Acropolis Investment Management
Missouri
$254K – – –
PG
485
Proffitt & Goodson
Tennessee
$253K +$253K +15,460 New
BCM
486
Boltwood Capital Management
California
$250K -$142K -8,700 -36%
BFM
487
Broadview Financial Management
Wisconsin
$249K -$47.9K -2,936 -16%
FG
488
Fiduciary Group
Georgia
$249K +$249K +15,268 New
FC
489
Forte Capital
New York
$246K +$246K +15,036 New
SG
490
Somerset Group
Minnesota
$245K -$92K -5,632 -27%
PA
491
PFG Advisors
Arizona
$244K -$66.3K -4,080 -21%
BCWM
492
Blue Chip Wealth Management
Florida
$242K +$242K +14,808 New
FCA
493
FinTrust Capital Advisors
South Carolina
$227K -$11.7K -716 -5%
KCM
494
Kathmere Capital Management
Pennsylvania
$225K +$225K +13,764 New
WIA
495
World Investment Advisors
California
$223K +$223K +12,476 New
LF
496
LifeSteps Financial
California
$222K +$222K +13,600 New
SCM
497
Stordahl Capital Management
Colorado
$220K -$500K -30,672 -69%
SAM
498
Sawgrass Asset Management
Florida
$219K +$219K +13,404 New
BFEC
499
Benjamin F. Edwards & Company
Missouri
$218K +$121K +7,432 +125%
LIA
500
LBMC Investment Advisors
Tennessee
$215K +$215K +13,144 New
18 19
20
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