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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
$1.5B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.3M
3
TCM
Tradewinds Capital Management
Washington
$21.3M
4
PCA
Personal Capital Advisors
California
$200M
5
SEI Investments
SEI Investments
Pennsylvania
$251M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$5.95M
2
CM
Columbus Macro
Pennsylvania
$2.61M
3
FAAS
First Allied Advisory Services
California
$3.64M
4
VV
Valentine Ventures
Oregon
$0
5
CCM
CWH Capital Management
Washington
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
526
Private Ocean
California
$69K -$4.74K -272 -6%
GWA
527
Guidant Wealth Advisors
Illinois
$69K +$208 +12 +0.3%
RIA
528
Realta Investment Advisors
Delaware
$67K -$75.8K -4,228 -53%
William Blair & Company
529
William Blair & Company
Illinois
$66K – – –
FHA
530
First Horizon Advisors
Tennessee
$63K -$21K -1,204 -25%
Rockefeller Capital Management
531
Rockefeller Capital Management
New York
$60K +$12.8K +732 +27%
PC
532
Permanens Capital
New York
$58K – – –
LFG
533
LifePlan Financial Group
Ohio
$56K +$24.1K +1,376 +76%
VCM
534
Vigilant Capital Management
Maine
$53K -$20.6K -1,184 -28%
AssetMark Inc
535
AssetMark Inc
California
$49K -$12.9K -736 -21%
TL
536
TrueWealth LLC
Georgia
$45K -$139 -8 -0.3%
BCA
537
Berman Capital Advisors
Georgia
$44K -$18.2K -1,060 -29%
Deutsche Bank
538
Deutsche Bank
Germany
$42K +$1.29K +76 +3%
Citigroup
539
Citigroup
New York
$38K +$7.43K +428 +24%
PK
540
Pflug Koory
Nebraska
$36K +$36K +2,056 New
BCM
541
Blume Capital Management
California
$35K – – –
SL
542
Salomon & Ludwin
Virginia
$34K – – –
PFGIA
543
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$70 +4 +0.2%
CFA
544
Carroll Financial Associates
North Carolina
$32K -$52.2K -3,080 -62%
HPC
545
HM Payson & Co
Maine
$32K +$17.4K +1,000 +119%
EI
546
Ellevest Inc
New York
$29K -$37.9K -2,140 -57%
CAL
547
Capital Analysts LLC
Pennsylvania
$29K +$29K +1,696 New
LWM
548
Liberty Wealth Management
California
$27K +$27K +1,544 New
CAC
549
Certified Advisory Corp
Florida
$23K +$137 +8 +0.6%
GWMIA
550
Global Wealth Management Investment Advisory
Florida
$22K – – –
20 21
22
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