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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 %
Cerity Partners
501
Cerity Partners
New York
$212K +$212K +12,964 New
JCM
502
Jacobsen Capital Management
Utah
$208K +$208K +12,744 New
PFA
503
Pure Financial Advisors
California
$206K +$206K +12,584 New
CF
504
Centaurus Financial
California
$205K +$4.12K +252 +2%
RCA
505
Rowland Carmichael Advisors
Arizona
$195K -$41.2K -2,516 -17%
TFS
506
TrustCore Financial Services
Tennessee
$188K -$84.1K -5,144 -31%
GRP
507
Global Retirement Partners
California
$175K +$3.33K +204 +2%
SFS
508
Sowell Financial Services
Arkansas
$169K -$42.7K -2,620 -20%
LFG
509
Larson Financial Group
Missouri
$165K -$22.6K -1,380 -12%
PFP
510
Pinnacle Financial Partners
Tennessee
$158K +$262 +16 +0.2%
Franklin Resources
511
Franklin Resources
California
$156K +$156K +9,200 New
Rockefeller Capital Management
512
Rockefeller Capital Management
New York
$141K -$2.69K -164 -2%
BFC
513
Bedel Financial Consulting
Indiana
$139K -$7.72K -472 -5%
BWA
514
BDO Wealth Advisors
Florida
$128K – – –
MWA
515
MFA Wealth Advisors
Pennsylvania
$127K +$127K +7,792 New
SSB
516
Sandy Spring Bank
Maryland
$127K – – –
CL
517
Cabana LLC
Arkansas
$120K +$120K +7,328 New
ACA
518
Aptus Capital Advisors
Alabama
$115K -$5.26K -324 -4%
RFA
519
Reilly Financial Advisors
California
$114K -$5.63K -344 -5%
TL
520
TrueWealth LLC
Georgia
$113K -$66K -4,048 -37%
AWM
521
Apollon Wealth Management
South Carolina
$112K -$439K -26,964 -80%
ICM
522
Islay Capital Management
Texas
$112K -$94.2K -5,764 -46%
US Bancorp
523
US Bancorp
Minnesota
$111K -$28.4K -1,728 -20%
VFA
524
Valeo Financial Advisors
Indiana
$110K +$42.2K +2,576 +62%
Carson Wealth (CWM LLC)
525
Carson Wealth (CWM LLC)
Nebraska
$108K – – –
19 20
21
22 23