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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 %
GI
601
GS Investments
Minnesota
$7.32K -$16K -1,240 -69%
PA
602
Procyon Advisors
Connecticut
$7K – – –
HFS
603
Hantz Financial Services
Michigan
$7K +$7K +580 New
EI
604
Ellevest Inc
New York
$6K +$50 +4 +0.8%
HCM
605
Horrell Capital Management
Arkansas
$5K – – –
ZB
606
Zions Bancorporation
Utah
$4K -$53.2K -4,472 -93%
JPMorgan Chase & Co
607
JPMorgan Chase & Co
New York
$4K -$7.06K -508 -64%
1IA
608
1834 Investment Advisors
Wisconsin
$4K -$2.03K -164 -34%
ME
609
McIlrath & Eck
Washington
$4K – – –
BAM
610
Bellevue Asset Management
Washington
$4K +$2.7K +200 +208%
AC
611
AlphaCore Capital
California
$3K -$414 -32 -12%
EWM
612
EPG Wealth Management
Georgia
$3K – – –
CAL
613
Capital Advisors Ltd
Ohio
$3K – – –
CFFP
614
Center for Financial Planning
Michigan
$3K +$1.26K +84 +72%
FHA
615
Flagship Harbor Advisors
Massachusetts
$3K +$3K +224 New
FP
616
Financial Perspectives
Minnesota
$2.52K – – –
CP
617
Corbenic Partners
Pennsylvania
$2K +$900 +72 +82%
PCA
618
Providence Capital Advisors
North Carolina
$2K +$2K +148 New
CIM
619
Contravisory Investment Management
Massachusetts
$1K -$275K -18,720 -100%
SIM
620
Sonora Investment Management
Arizona
$1K -$1.04K -112 -51%
CCMW
621
Cypress Capital Management (Wyoming)
Wyoming
$1K -$560 -56 -36%
TFGT
622
TS Financial Group (TSFG)
Illinois
$1K – – –
OAJ
623
Ogorek Anthony Joseph
New York
$1K – – –
BCMIO
624
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
FMP
625
Financial Management Professionals
Texas
$1K – – –
23 24
25
26 27