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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

598 hedge funds and large institutions have $3.94B invested in Schwab U.S Small- Cap ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 295 increasing their positions, 197 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
13.13%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
1.14%
New
40
Increased
295
Reduced
197
Closed
35
Calls
$1.09M
Puts
$1.8M
Net Calls
-$713K
Net Calls Change
+$1.05M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.5B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.3M
3
TCM
Tradewinds Capital Management
Washington
$21.3M
4
PCA
Personal Capital Advisors
California
$200M
5
SEI Investments
SEI Investments
Pennsylvania
$251M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$5.95M
2
CM
Columbus Macro
Pennsylvania
$2.61M
3
FAAS
First Allied Advisory Services
California
$3.64M
4
VV
Valentine Ventures
Oregon
$0
5
CCM
CWH Capital Management
Washington
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
576
Winslow Evans & Crocker
Massachusetts
$4K -$5K -200 -56%
HIIFS
577
Harel Insurance Investments & Financial Services
Israel
$4K -$2.67K -160 -40%
TF
578
TimeScale Financial
Massachusetts
$4K – – –
CTC
579
Central Trust Company
Missouri
$3K -$7.88K -420 -72%
OAJ
580
Ogorek Anthony Joseph
New York
$3K -$1.3K -80 -30%
WAP
581
Wealthcare Advisory Partners
Pennsylvania
$2K -$6.44K -348 -76%
SIM
582
Sonora Investment Management
Arizona
$2K -$480 -24 -19%
FMP
583
Financial Management Professionals
Texas
$2K – – –
GSWM
584
Golden State Wealth Management
California
$2K +$286 +16 +17%
FWM
585
Foresight Wealth Management
Utah
$2K +$2K +128 New
LDFR
586
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
IBOK
587
Independence Bank of Kentucky
Kentucky
$1K – – –
TFO
588
Tarbox Family Office
California
$1K – – –
BCMIO
589
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
TFGT
590
TS Financial Group (TSFG)
Illinois
$1K – – –
CI
591
CX Institutional
Indiana
$1K – – –
GEA
592
Glen Eagle Advisors
New Jersey
$906 – – –
KFS
593
Kelly Financial Services
Massachusetts
$210 +$210 +12 New
GT
594
Glenmede Trust
Pennsylvania
$113 – – –
SWP
595
Strategic Wealth Partners
Ohio
$36 – -12 -0.6%
VV
596
Valentine Ventures
Oregon
– -$4.08M -228,476 Closed
TRCT
597
Tower Research Capital (TRC)
New York
– -$3.43M -191,996 Closed
FTS
598
Fifth Third Securities
Ohio
– -$2.76M -154,048 Closed
TLP
599
Trinity Legacy Partners
Texas
– -$1.3M -74,068 Closed
BCP
600
Blackhawk Capital Partners
Wisconsin
– -$896K -50,128 Closed
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24
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