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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 %
EI
576
Ellevest Inc
New York
$15K +$6.9K +412 +85%
CFA
577
Carroll Financial Associates
North Carolina
$14K – – –
NG
578
NWK Group
California
$14K – – –
GG
579
Gleason Group
Kentucky
$14K – – –
QCMC
580
Quantum Capital Management (California)
California
$14K – – –
HPC
581
HM Payson & Co
Maine
$14K – – –
MA
582
MCF Advisors
Kentucky
$13K -$1.12M -66,336 -99%
BWM
583
Baystate Wealth Management
Massachusetts
$13K – – –
EPM
584
Elm Partners Management
Pennsylvania
$13K – – –
TC
585
Truvestments Capital
Florida
$13K – – –
GT
586
Glenmede Trust
Pennsylvania
$12K -$42.6K -2,752 -78%
CCM
587
Covington Capital Management
California
$12K -$8.08K -512 -40%
TSW
588
Thompson Siegel & Walmsley
Virginia
$12K – – –
GI
589
Gradient Investments
Minnesota
$12K – – –
CA
590
Clearstead Advisors
Ohio
$11K -$754K -48,000 -99%
SPIA
591
Steward Partners Investment Advisory
New York
$11K -$19.1K -1,204 -64%
TCM
592
TD Capital Management
Tennessee
$11K – – –
GI
593
GS Investments
Minnesota
$9.28K – – –
MCM
594
Manchester Capital Management
Vermont
$9K -$419K -26,628 -98%
HFS
595
Hantz Financial Services
Michigan
$9K – – –
HI
596
Hoey Investments
Pennsylvania
$9K +$9K +572 New
Citigroup
597
Citigroup
New York
$8K -$16.7K -1,004 -68%
EW
598
Evoke Wealth
California
$8K +$8K +508 New
ME
599
McIlrath & Eck
Washington
$7K +$1.1K +64 +19%
SIM
600
Sonora Investment Management
Arizona
$7K +$5.11K +292 +270%
22 23
24
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