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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.5M
2
TCM
Tradewinds Capital Management
Washington
$8.33M
3
WAM
Wealthspire Advisors (Maryland)
Maryland
$15.7M
4
UWM
USAdvisors Wealth Management
Minnesota
$792K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMO
576
Covenant Multifamily Offices
Texas
$205K -$17.6K -932 -8%
WIA
577
World Investment Advisors
California
$204K +$204K +10,796 New
BWP
578
Bernardo Wealth Planning
Pennsylvania
$204K +$204K +10,832 New
SW
579
SteelPeak Wealth
California
$203K +$203K +10,720 New
PP
580
Palladium Partners
Virginia
$200K +$200K +10,596 New
GRP
581
Global Retirement Partners
California
$192K +$21.7K +1,148 +13%
PFP
582
Pinnacle Financial Partners
Tennessee
$181K +$181K +9,584 New
QCG
583
Quadrant Capital Group
Ohio
$179K +$179K +9,644 New
US Bancorp
584
US Bancorp
Minnesota
$172K -$22.3K -1,180 -11%
BFC
585
Bedel Financial Consulting
Indiana
$170K +$5.08K +268 +3%
RFA
586
Reilly Financial Advisors
California
$167K -$20.1K -1,060 -11%
PFGIA
587
Patriot Financial Group Insurance Agency
Massachusetts
$155K +$119K +6,312 +335%
HWA
588
HCR Wealth Advisors
California
$152K +$152K +8,028 New
SFSIG
589
San Francisco Sentry Investment Group
California
$151K – – –
DAM
590
Delta Asset Management
Tennessee
$148K -$3.79K -200 -2%
BWA
591
BDO Wealth Advisors
Florida
$148K – – –
ACA
592
Aptus Capital Advisors
Alabama
$140K +$602 +32 +0.4%
CL
593
Cabana LLC
Arkansas
$135K +$135K +7,164 New
SWM
594
Selective Wealth Management
Virginia
$118K -$36.8K -1,940 -24%
KPCM
595
Kings Point Capital Management
New York
$118K +$2.64K +140 +2%
BFEC
596
Benjamin F. Edwards & Company
Missouri
$112K – – –
RG
597
Retirement Group
California
$110K +$110K +5,836 New
Carson Wealth (CWM LLC)
598
Carson Wealth (CWM LLC)
Nebraska
$108K – – –
OIA
599
Optimum Investment Advisors
Illinois
$106K +$5.69K +300 +6%
LGWM
600
Litman Gregory Wealth Management
California
$105K +$105K +5,572 New
22 23
24
25 26