SCHA icon

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 %
FHA
551
First Horizon Advisors
Tennessee
$28K -$7.4K -580 -21%
PO
552
Private Ocean
California
$27K -$23.5K -1,848 -47%
AWM
553
Atticus Wealth Management
Florida
$27K -$8.56K -668 -24%
BCM
554
Blume Capital Management
California
$26K – – –
PK
555
Pflug Koory
Nebraska
$26K – – –
MWM
556
MBE Wealth Management
Wisconsin
$26K +$26K +2,020 New
SL
557
Salomon & Ludwin
Virginia
$25K – – –
SPIA
558
Steward Partners Investment Advisory
New York
$24K -$1.87K -148 -7%
SWM
559
Sugarloaf Wealth Management
Georgia
$24K – – –
KTC
560
Kistler-Tiffany Companies
Pennsylvania
$24K – – –
LFG
561
LifePlan Financial Group
Ohio
$24K +$52 +4 +0.2%
GWS
562
Glassman Wealth Services
Virginia
$24K +$16.6K +1,308 +224%
TPWA
563
TRUE Private Wealth Advisors
Oregon
$24K +$17.7K +1,408 +279%
BAM
564
Barrett Asset Management
New York
$23K -$446K -34,884 -95%
SQA
565
Simon Quick Advisors
New Jersey
$22K -$654K -50,504 -97%
CAC
566
Certified Advisory Corp
Florida
$22K -$1.58K -120 -7%
CAL
567
Capital Analysts LLC
Pennsylvania
$22K – – –
PC
568
Permanens Capital
New York
$22K – – –
LWM
569
Lenox Wealth Management
Ohio
$20K -$852 -68 -4%
Citigroup
570
Citigroup
New York
$19K -$6.86K -536 -27%
Fifth Third Bancorp
571
Fifth Third Bancorp
Ohio
$18K -$32.9K -2,548 -65%
DI
572
Disciplined Investments
Oklahoma
$18K – – –
AA
573
Ancora Advisors
Ohio
$18K +$51 +4 +0.3%
AssetMark Inc
574
AssetMark Inc
California
$17K -$16.3K -1,296 -49%
GWMIA
575
Global Wealth Management Investment Advisory
Florida
$17K -$1.01K -76 -6%
21 22
23
24 25