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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
1
Charles Schwab Investment Advisory
California
$1.73B
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$25.1M
3
PCA
3
Personal Capital Advisors
California
$233M
4
Charles Schwab
4
Charles Schwab
California
$101M
5
Truist Financial
5
Truist Financial
North Carolina
$8.42M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.5M
2
TCM
2
Tradewinds Capital Management
Washington
$8.33M
3
WAM
3
Wealthspire Advisors (Maryland)
Maryland
$15.7M
4
UWM
4
USAdvisors Wealth Management
Minnesota
$792K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
551
River Wealth Advisors
Pennsylvania
$250K +$18.9K +1,004 +8%
NCM
552
Novare Capital Management
North Carolina
$250K +$250K +13,224 New
LIA
553
LBMC Investment Advisors
Tennessee
$249K – – –
CA
554
Cetera Advisors
Colorado
$249K +$249K +13,064 New
AA
555
Aufman Associates
Pennsylvania
$249K +$249K +13,172 New
TIA
556
Traphagen Investment Advisors
New Jersey
$246K +$246K +13,032 New
Cerity Partners
557
Cerity Partners
New York
$245K +$4.23K +224 +2%
HI
558
Hendershot Investments
Virginia
$244K +$20.6K +1,092 +9%
RWP
559
RWA Wealth Partners
Massachusetts
$240K +$5.3K +280 +2%
GDP
560
Great Diamond Partners
Maine
$240K +$240K +12,708 New
PWPS
561
Pinnacle Wealth Planning Services
Ohio
$238K -$75 -4 -0%
TWA
562
TCI Wealth Advisors
Arizona
$238K – – –
Northern Trust
563
Northern Trust
Illinois
$229K -$25.8K -1,360 -10%
FNBOMD
564
First National Bank of Mount Dora
Florida
$227K – – –
CF
565
Centaurus Financial
California
$226K -$11.9K -632 -5%
WC
566
Wealth CMT
New Jersey
$225K +$225K +11,888 New
AIM
567
AMI Investment Management
Indiana
$220K – – –
FWM
568
Foresight Wealth Management
Utah
$217K +$215K +11,352 +8,869%
SSWM
569
Sheets Smith Wealth Management
North Carolina
$216K +$216K +11,436 New
OAM
570
Oppenheimer Asset Management
New York
$215K +$25.7K +1,356 +14%
VFA
571
Valeo Financial Advisors
Indiana
$214K -$25.3K -1,340 -11%
LF
572
Lantz Financial
Illinois
$214K +$214K +11,332 New
OFS
573
Oldfather Financial Services
Nebraska
$213K +$213K +11,360 New
CWM
574
Circle Wealth Management
New Jersey
$210K +$210K +11,088 New
HCIA
575
Hochman Cole Investment Advisors
Illinois
$207K +$207K +10,952 New
21 22
23
24 25