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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 %
NL
526
NWAM LLC
Washington
$298K +$298K +15,764 New
PV
527
Private Vista
Illinois
$297K -$71.6K -3,800 -19%
BFM
528
Broadview Financial Management
Wisconsin
$294K +$18.9K +1,000 +7%
CONA
529
Capital One National Association
New York
$293K +$293K +15,500 New
PL
530
Plancorp LLC
Missouri
$291K +$1.13K +60 +0.4%
EH
531
Equitable Holdings
New York
$291K +$291K +15,412 New
LF
532
LifeSteps Financial
California
$288K +$288K +15,232 New
PCM
533
Peak Capital Management
Colorado
$288K +$288K +15,252 New
CWM
534
CCG Wealth Management
California
$284K -$26.3K -1,392 -8%
WIC
535
Whitegate Investment Counselors
New Hampshire
$282K +$5.15K +272 +2%
SFG
536
Sunburst Financial Group
Alabama
$282K +$282K +14,912 New
BSAM
537
Blue Square Asset Management
New York
$279K +$279K +14,768 New
CWM
538
Campbell Wealth Management
Virginia
$276K -$12.6K -668 -4%
Calamos Advisors
539
Calamos Advisors
Illinois
$275K -$1.66K -88 -0.6%
HFA
540
Huber Financial Advisors
Illinois
$274K -$42.2K -2,236 -13%
PWS
541
Peloton Wealth Strategists
Indiana
$274K – – –
RCA
542
Rowland Carmichael Advisors
Arizona
$273K -$140K -7,388 -34%
WA
543
Wealth Architects
California
$272K +$40.6K +2,144 +18%
FCA
544
FinTrust Capital Advisors
South Carolina
$271K +$30.9K +1,636 +13%
OCM
545
Orser Capital Management
Texas
$270K +$1.21K +64 +0.4%
CA
546
Continuum Advisory
Idaho
$266K -$27.4K -1,448 -9%
IIC
547
Integrated Investment Consultants
Michigan
$265K – – –
GA
548
Gateway Advisory
New Jersey
$262K – – –
FWCM
549
Ferguson Wellman Capital Management
Oregon
$259K – – –
FPCG
550
Fort Pitt Capital Group
Pennsylvania
$252K +$252K +13,344 New
20 21
22
23 24