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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
1
Charles Schwab Investment Advisory
California
$1.73B
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$25.1M
3
PCA
3
Personal Capital Advisors
California
$233M
4
Charles Schwab
4
Charles Schwab
California
$101M
5
Truist Financial
5
Truist Financial
North Carolina
$8.42M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.5M
2
TCM
2
Tradewinds Capital Management
Washington
$8.33M
3
WAM
3
Wealthspire Advisors (Maryland)
Maryland
$15.7M
4
UWM
4
USAdvisors Wealth Management
Minnesota
$792K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
601
Sowell Financial Services
Arkansas
$103K -$93K -4,924 -47%
MCWS
602
McKinley Carter Wealth Services
West Virginia
$102K +$102K +5,412 New
AIC
603
Ameritas Investment Company
Nebraska
$96K +$6.95K +368 +8%
ZB
604
Zions Bancorporation
Utah
$91K -$260K -13,744 -74%
HWA
605
Heritage Wealth Advisors
Virginia
$87.3K -$12.5K -660 -13%
CCA
606
Column Capital Advisors
Indiana
$87K +$87K +4,632 New
POIA
607
Pin Oak Investment Advisors
Texas
$86K – – –
CDIA
608
Capital Directions Investment Advisors
Georgia
$85K -$19.8K -1,040 -19%
CAGAS
609
Capital Advisory Group Advisory Services
Minnesota
$83K +$83K +4,452 New
GWM
610
Geneos Wealth Management
Colorado
$82K -$3.62K -192 -4%
CAAS
611
Capital Asset Advisory Services
Michigan
$78K +$78K +4,080 New
PO
612
Private Ocean
California
$76K +$306 +16 +0.4%
Fifth Third Bancorp
613
Fifth Third Bancorp
Ohio
$75K +$53.1K +2,792 +243%
VCM
614
Vigilant Capital Management
Maine
$74K +$16.3K +864 +28%
William Blair & Company
615
William Blair & Company
Illinois
$71K -$151 -8 -0.2%
RIA
616
Realta Investment Advisors
Delaware
$69K +$74 +4 +0.1%
Rockefeller Capital Management
617
Rockefeller Capital Management
New York
$68K +$3.69K +196 +6%
GT
618
Glenmede Trust
Pennsylvania
$66K -$55.9K -2,988 -46%
CIAS
619
CBIZ Investment Advisory Services
Ohio
$62K – – –
SCA
620
Stuart Chaussee & Associates
California
$55K +$55K +2,904 New
FHA
621
First Horizon Advisors
Tennessee
$52K -$15.7K -840 -23%
AWM
622
Atticus Wealth Management
Florida
$52K +$52K +2,776 New
AssetMark Inc
623
AssetMark Inc
California
$50K -$2.87K -152 -5%
IA
624
Independence Advisors
Pennsylvania
$49K +$49K +2,608 New
BCA
625
Berman Capital Advisors
Georgia
$48K +$372 +20 +0.8%
23 24
25
26 27