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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
1
Charles Schwab Investment Advisory
California
$2.66B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$119M
3
PCA
3
Personal Capital Advisors
California
$241M
4
AWS
4
AJ Wealth Strategies
New York
$30.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$83.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$27.8M
2
SS
2
Sunbelt Securities
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$37.2M
4
ACM
4
Alpha Capital Management
Texas
$0
5
MW
5
Marcum Wealth
Ohio
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
551
Blume Capital Management
California
$33K – – –
LWM
552
Lenox Wealth Management
Ohio
$32K +$6.31K +392 +25%
TPWA
553
TRUE Private Wealth Advisors
Oregon
$31K – – –
SWM
554
Sugarloaf Wealth Management
Georgia
$30K – – –
BAM
555
Barrett Asset Management
New York
$29K +$64 +4 +0.2%
LWA
556
Lenox Wealth Advisors
New York
$29K +$28.8K +1,772 +14,767%
CAC
557
Certified Advisory Corp
Florida
$27K – – –
Fifth Third Bancorp
558
Fifth Third Bancorp
Ohio
$27K +$4.47K +276 +20%
PO
559
Private Ocean
California
$23K -$11.6K -712 -34%
AA
560
Ancora Advisors
Ohio
$23K +$65 +4 +0.3%
FHA
561
First Horizon Advisors
Tennessee
$22K -$13.6K -840 -38%
AssetMark Inc
562
AssetMark Inc
California
$22K – – –
DI
563
Disciplined Investments
Oklahoma
$22K – – –
CAAS
564
Capital Asset Advisory Services
Michigan
$21K -$51.3K -2,852 -71%
KTC
565
Kistler-Tiffany Companies
Pennsylvania
$21K – – –
GWMIA
566
Global Wealth Management Investment Advisory
Florida
$21K – – –
OIA
567
Optimum Investment Advisors
Illinois
$20K -$72.5K -4,540 -78%
LFG
568
LifePlan Financial Group
Ohio
$20K -$10K -612 -33%
WC
569
Westwind Capital
New Mexico
$19K – – –
VRM
570
Vectors Research Management
New York
$19K – – –
FA
571
Financial Advantage
Maryland
$19K +$19K +1,216 New
POIA
572
Pin Oak Investment Advisors
Texas
$18K – – –
CMA
573
Cedar Mountain Advisors
Oregon
$16K -$926 -56 -5%
CIA
574
Cascade Investment Advisors
Oregon
$15K – – –
SQA
575
Simon Quick Advisors
New Jersey
$15K -$12.1K -760 -45%
21 22
23
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