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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 %
VBFP
501
Valtinson Bruner Financial Planning
Minnesota
$202K -$31.8K -2,228 -14%
AIM
502
Acropolis Investment Management
Missouri
$200K +$200K +15,536 New
AIC
503
Ameritas Investment Company
Nebraska
$195K +$131K +10,312 +203%
HI
504
Hendershot Investments
Virginia
$192K +$25.5K +1,976 +15%
FCA
505
FinTrust Capital Advisors
South Carolina
$188K +$3.55K +276 +2%
RCA
506
Rowland Carmichael Advisors
Arizona
$186K -$206 -16 -0.1%
WOC
507
West Oak Capital
California
$181K -$31.4K -2,440 -15%
SFS
508
Sowell Financial Services
Arkansas
$167K +$96.8K +7,524 +138%
ICM
509
Islay Capital Management
Texas
$162K -$338K -26,360 -68%
CF
510
Centaurus Financial
California
$158K +$3.96K +308 +3%
LFG
511
Larson Financial Group
Missouri
$148K -$80K -6,200 -35%
OAM
512
Oppenheimer Asset Management
New York
$144K -$2.11K -164 -1%
TL
513
TrueWealth LLC
Georgia
$141K +$118K +9,196 +515%
GRP
514
Global Retirement Partners
California
$135K +$4.63K +360 +4%
PFP
515
Pinnacle Financial Partners
Tennessee
$124K +$567 +44 +0.5%
BFC
516
Bedel Financial Consulting
Indiana
$116K +$52 +4 +0%
Rockefeller Capital Management
517
Rockefeller Capital Management
New York
$113K +$66.4K +5,156 +143%
US Bancorp
518
US Bancorp
Minnesota
$109K -$8.02K -624 -7%
Carson Wealth (CWM LLC)
519
Carson Wealth (CWM LLC)
Nebraska
$108K – – –
HWA
520
HCR Wealth Advisors
California
$103K – – –
BWA
521
BDO Wealth Advisors
Florida
$101K – – –
SSB
522
Sandy Spring Bank
Maryland
$100K -$167K -12,964 -63%
ACA
523
Aptus Capital Advisors
Alabama
$95K -$359 -28 -0.4%
RFA
524
Reilly Financial Advisors
California
$94K -$19.4K -1,512 -17%
DAM
525
Delta Asset Management
Tennessee
$92K -$8.44K -656 -8%
19 20
21
22 23