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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 %
CCM
576
Covington Capital Management
California
$16K – – –
VCM
577
Versant Capital Management
Arizona
$16K +$50 +4 +0.3%
AAP
578
Arax Advisory Partners
Colorado
$16K +$16K +1,220 New
WC
579
Westwind Capital
New Mexico
$15K – – –
VRM
580
Vectors Research Management
New York
$15K – – –
WQ
581
Wealth Quarterback
New Jersey
$14.4K -$2.56M -198,668 -99%
POIA
582
Pin Oak Investment Advisors
Texas
$14K -$43.8K -3,440 -76%
CMA
583
Cedar Mountain Advisors
Oregon
$13K -$660 -52 -5%
PIP
584
Peachtree Investment Partners
Florida
$13K +$49 +4 +0.4%
PMFA
585
Plante Moran Financial Advisors
Michigan
$12K -$484K -37,896 -98%
DTIM
586
Danda Trouve Investment Management
Kansas
$12K +$51 +4 +0.4%
S
587
SignatureFD
Georgia
$12K +$9.3K +716 +344%
CIA
588
Cascade Investment Advisors
Oregon
$11.8K – – –
EPM
589
Elm Partners Management
Pennsylvania
$11K -$1.45K -108 -12%
HPC
590
HM Payson & Co
Maine
$11K – – –
QCMC
591
Quantum Capital Management (California)
California
$11K – – –
CFA
592
Carroll Financial Associates
North Carolina
$11K – – –
GG
593
Gleason Group
Kentucky
$11K +$52 +4 +0.5%
NG
594
NWK Group
California
$11K +$4.43K +340 +67%
TSW
595
Thompson Siegel & Walmsley
Virginia
$10K – – –
BWM
596
Baystate Wealth Management
Massachusetts
$10K +$51 +4 +0.5%
OSAM
597
O'Shaughnessy Asset Management
Connecticut
$10K +$10K +752 New
TC
598
Truvestments Capital
Florida
$10K +$10K +800 New
GI
599
Gradient Investments
Minnesota
$9K -$1.14K -92 -11%
TCM
600
TD Capital Management
Tennessee
$9K – – –
22 23
24
25 26