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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 %
SP
501
Successful Portfolios
Florida
$203K -$88.7K -5,080 -30%
AIM
502
AMI Investment Management
Indiana
$203K -$13.9K -800 -6%
SFS
503
Sowell Financial Services
Arkansas
$181K +$181K +10,380 New
US Bancorp
504
US Bancorp
Minnesota
$178K -$12.3K -712 -6%
OAM
505
Oppenheimer Asset Management
New York
$174K +$24.9K +1,432 +17%
RFA
506
Reilly Financial Advisors
California
$172K +$63.1K +3,624 +58%
GRP
507
Global Retirement Partners
California
$157K +$37.8K +2,164 +32%
BFC
508
Bedel Financial Consulting
Indiana
$152K +$70 +4 +0%
SWM
509
Selective Wealth Management
Virginia
$142K +$142K +8,160 New
DAM
510
Delta Asset Management
Tennessee
$140K – – –
SFSIG
511
San Francisco Sentry Investment Group
California
$139K +$6.98K +400 +5%
BWA
512
BDO Wealth Advisors
Florida
$136K – – –
APSP
513
Asset Planning Services (Pennsylvania)
Pennsylvania
$130K – – –
ACA
514
Aptus Capital Advisors
Alabama
$129K +$129K +7,408 New
SQA
515
Simon Quick Advisors
New Jersey
$117K +$42.7K +2,456 +57%
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$108K – – –
KPCM
517
Kings Point Capital Management
New York
$107K -$28K -1,600 -21%
BFEC
518
Benjamin F. Edwards & Company
Missouri
$104K -$6.51K -372 -6%
CDIA
519
Capital Directions Investment Advisors
Georgia
$96K -$17.8K -1,024 -16%
HWA
520
Heritage Wealth Advisors
Virginia
$92K -$195K -11,168 -68%
OIA
521
Optimum Investment Advisors
Illinois
$92K +$4.03K +232 +5%
AIC
522
Ameritas Investment Company
Nebraska
$82K +$82K +4,712 New
POIA
523
Pin Oak Investment Advisors
Texas
$79K – – –
GWM
524
Geneos Wealth Management
Colorado
$78K +$4.6K +268 +6%
MAU
525
MRA Associates USA
Arizona
$71.5K +$48.5K +2,780 +210%
19 20
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