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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 %
LJAC
501
L.J. Altfest & Co
New York
$330K +$24.7K +1,304 +8%
EWM
502
Evercore Wealth Management
New York
$326K +$31K +1,640 +11%
HWA
503
Heartwood Wealth Advisors
Virginia
$326K +$326K +17,216 New
PAM
504
Premier Asset Management
Illinois
$324K -$16.2K -856 -5%
CAMG
505
CWA Asset Management Group
Florida
$324K – – –
SFG
506
StrategIQ Financial Group
Indiana
$320K – – –
CPIG
507
Chicago Partners Investment Group
Illinois
$319K +$42.4K +2,188 +15%
CBFP
508
Cedar Brook Financial Partners
Ohio
$315K -$153K -8,108 -33%
GBBWRPM
509
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$314K -$69.9K -3,696 -18%
NFG
510
Next Financial Group
Texas
$312K +$6.67K +352 +2%
BSW
511
Buckingham Strategic Wealth
Missouri
$312K +$15.1K +800 +5%
WOC
512
West Oak Capital
California
$312K +$47.9K +2,532 +18%
PCWA
513
Pacific Capital Wealth Advisors
California
$311K +$311K +16,448 New
VBFP
514
Valtinson Bruner Financial Planning
Minnesota
$309K – – –
AWM
515
AE Wealth Management
Kansas
$308K -$37.6K -1,984 -11%
EWA
516
EP Wealth Advisors
California
$308K -$28.2K -1,488 -8%
DP
517
DDD Partners
Washington
$308K +$21.6K +1,140 +8%
GLA
518
Good Life Advisors
Pennsylvania
$307K +$69.1K +3,660 +29%
FG
519
Fiduciary Group
Georgia
$305K -$34.1K -1,804 -10%
HCM
520
Hengehold Capital Management
Ohio
$301K -$19.4K -1,028 -6%
WSTAM
521
Wilbanks Smith & Thomas Asset Management
Virginia
$300K -$1.66K -88 -0.6%
AWA
522
Arete Wealth Advisors
Illinois
$300K +$1.51K +80 +0.5%
AA
523
Apriem Advisors
California
$299K +$8.93K +472 +3%
Bank of New York Mellon
524
Bank of New York Mellon
New York
$299K +$55.9K +2,956 +23%
MFG
525
Merit Financial Group
Georgia
$298K +$298K +15,740 New
19 20
21
22 23