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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 %
KPCM
526
Kings Point Capital Management
New York
$81K +$360 +28 +0.4%
BFEC
527
Benjamin F. Edwards & Company
Missouri
$77K – – –
OIA
528
Optimum Investment Advisors
Illinois
$75K +$2.59K +200 +4%
CWC
529
Carolinas Wealth Consulting
North Carolina
$72K +$72K +5,564 New
GT
530
Glenmede Trust
Pennsylvania
$66K – – –
CCA
531
Column Capital Advisors
Indiana
$60K – – –
VFA
532
Valeo Financial Advisors
Indiana
$58K -$101K -7,184 -63%
CDIA
533
Capital Directions Investment Advisors
Georgia
$58K – – –
CAAS
534
Capital Asset Advisory Services
Michigan
$56K -$836 -60 -1%
GWM
535
Geneos Wealth Management
Colorado
$54K -$552 -44 -1%
SWM
536
Selective Wealth Management
Virginia
$48K -$31.7K -2,476 -40%
Bessemer Group
537
Bessemer Group
New Jersey
$47K +$47K +3,628 New
SFSIG
538
San Francisco Sentry Investment Group
California
$46K -$55.8K -4,368 -55%
RDWM
539
Red Door Wealth Management
Tennessee
$43K +$43K +3,400 New
CIAS
540
CBIZ Investment Advisory Services
Ohio
$42K -$62K – –
William Blair & Company
541
William Blair & Company
Illinois
$41K -$7.01K -548 -15%
HR
542
Howe & Rusling
New York
$38K +$36.6K +2,848 +2,637%
TWA
543
TCI Wealth Advisors
Arizona
$36K -$127K -9,804 -78%
IA
544
Independence Advisors
Pennsylvania
$34K – – –
BCA
545
Berman Capital Advisors
Georgia
$33K +$51 +4 +0.2%
MHR
546
Matthew Hamilton Rosenberg
$33K +$33K +2,560 New
Deutsche Bank
547
Deutsche Bank
Germany
$31K – – –
AF
548
Allworth Financial
California
$31K +$30.7K +2,392 +11,960%
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$29K +$26.2K +2,032 +941%
AIP
550
Ameritas Investment Partners
Nebraska
$29K +$29K +2,320 New
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