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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 %
KPCM
526
Kings Point Capital Management
New York
$103K +$131 +8 +0.1%
RG
527
Retirement Group
California
$101K +$101K +6,212 New
CWC
528
Carolinas Wealth Consulting
North Carolina
$91K +$65 +4 +0.1%
Deutsche Bank
529
Deutsche Bank
Germany
$91K +$51.7K +3,160 +132%
CCA
530
Column Capital Advisors
Indiana
$75K – – –
CDIA
531
Capital Directions Investment Advisors
Georgia
$73K – – –
FMII
532
Farmers & Merchants Investments Inc
Nebraska
$70K +$70K +4,288 New
CAM
533
Costello Asset Management
Pennsylvania
$70K +$70K +4,304 New
SWM
534
Selective Wealth Management
Virginia
$61K +$130 +8 +0.2%
SFSIG
535
San Francisco Sentry Investment Group
California
$59K – – –
CAL
536
Capital Analysts LLC
Pennsylvania
$59K +$31.3K +1,920 +113%
GWM
537
Geneos Wealth Management
Colorado
$55K -$12.1K -776 -18%
RDWM
538
Red Door Wealth Management
Tennessee
$54K -$773 -48 -1%
CIAS
539
CBIZ Investment Advisory Services
Ohio
$51K -$42K – –
HWA
540
HCR Wealth Advisors
California
$49K -$80.6K -4,992 -62%
GCM
541
Gables Capital Management
Florida
$49K +$49K +3,028 New
HR
542
Howe & Rusling
New York
$48K – – –
William Blair & Company
543
William Blair & Company
Illinois
$45K -$7.47K -456 -14%
TWA
544
TCI Wealth Advisors
Arizona
$45K – – –
IA
545
Independence Advisors
Pennsylvania
$43K – – –
BCA
546
Berman Capital Advisors
Georgia
$42K +$130 +8 +0.3%
AIP
547
Ameritas Investment Partners
Nebraska
$37K – – –
S
548
SignatureFD
Georgia
$35K +$19.8K +1,204 +130%
PK
549
Pflug Koory
Nebraska
$34K – – –
AAP
550
Arax Advisory Partners
Colorado
$34K +$14.1K +860 +70%
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