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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 %
LWM
601
Liberty Wealth Management
California
$7K +$7K +424 New
HCM
602
Horrell Capital Management
Arkansas
$6K – – –
PA
603
Procyon Advisors
Connecticut
$5K -$3.67K -220 -42%
1IA
604
1834 Investment Advisors
Wisconsin
$5K – – –
ZB
605
Zions Bancorporation
Utah
$5K – – –
BAM
606
Bellevue Asset Management
Washington
$5K – – –
SFC
607
SYM Financial Corp
Indiana
$5K +$5K +308 New
CAL
608
Capital Advisors Ltd
Ohio
$4K – – –
BFIM
609
Beese Fulmer Investment Management
Ohio
$4K +$4K +240 New
JCM
610
Jacobi Capital Management
Pennsylvania
$4K +$4K +260 New
FP
611
Financial Perspectives
Minnesota
$3.2K – – –
PMFA
612
Plante Moran Financial Advisors
Michigan
$3K -$13K -764 -81%
AC
613
AlphaCore Capital
California
$3K -$1.35K -72 -31%
FHA
614
Flagship Harbor Advisors
Massachusetts
$3K – – –
ACA
615
Atlas Capital Advisors
Wyoming
$2.61K +$2.61K +160 New
DAM
616
Delta Asset Management
Tennessee
$2K -$97.3K -7,004 -98%
CFFP
617
Center for Financial Planning
Michigan
$2K -$1.45K -84 -42%
MSFP
618
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
CCMW
619
Cypress Capital Management (Wyoming)
Wyoming
$2K – – –
FMP
620
Financial Management Professionals
Texas
$2K +$737 +56 +58%
LDFR
621
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
TFGT
622
TS Financial Group (TSFG)
Illinois
$1K – – –
OAJ
623
Ogorek Anthony Joseph
New York
$1K – – –
CIM
624
Contravisory Investment Management
Massachusetts
$1K – – –
BCMIO
625
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
23 24
25
26 27