SCHA icon

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 %
GHA
601
GW Henssler & Associates
Georgia
– -$883K -49,436 Closed
SF
602
Summit Financial
New Jersey
– -$542K -30,256 Closed
BC
603
Brinker Capital
Pennsylvania
– -$280K -15,672 Closed
W
604
Wealthquest
Ohio
– -$241K -13,540 Closed
PFA
605
Pure Financial Advisors
California
– -$233K -13,032 Closed
Millennium Management
606
Millennium Management
New York
– -$223K -12,496 Closed
PCP
607
Proficio Capital Partners
Massachusetts
– -$214K -12,000 Closed
HCIA
608
Hochman Cole Investment Advisors
Illinois
– -$214K -11,976 Closed
LF
609
Lantz Financial
Illinois
– -$203K -11,332 Closed
TNBTD
610
Trustmark National Bank Trust Department
Mississippi
– -$144K -8,064 Closed
OWM
611
Orgel Wealth Management
Wisconsin
– -$121K -6,752 Closed
SFC
612
SYM Financial Corp
Indiana
– -$101K -5,632 Closed
HCM
613
Horan Capital Management
Maryland
– -$85K -4,796 Closed
CWA
614
Clarus Wealth Advisors
Arizona
– -$66K -3,680 Closed
SFG
615
SevenBridge Financial Group
Pennsylvania
– -$60K -3,336 Closed
AWM
616
Arbor Wealth Management
Florida
– -$58K -3,224 Closed
FIA
617
FNY Investment Advisers
New York
– -$46K -2,592 Closed
ONST
618
Old North State Trust
North Carolina
– -$46K -2,560 Closed
RCAG
619
Rehmann Capital Advisory Group
Michigan
– -$37.7K -2,108 Closed
DWM
620
Doyle Wealth Management
Florida
– -$29K -1,600 Closed
HS
621
Horan Securities
United States
– -$12K -676 Closed
MSFP
622
Mark Sheptoff Financial Planning
Connecticut
– -$10K -556 Closed
MWC
623
MKD Wealth Coaches
Michigan
– -$5K -292 Closed
DWA
624
Dougherty Wealth Advisers
Minnesota
– -$5K -276 Closed
TFA
625
Transamerica Financial Advisors
Florida
– -$5K -232 Closed
22 23 24
25
26