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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
Charles Schwab Investment Advisory
California
+$98.4M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$17.7M
3
PCA
Personal Capital Advisors
California
+$15.6M
4
Charles Schwab
Charles Schwab
California
+$11.2M
5
Truist Financial
Truist Financial
North Carolina
+$8.42M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.4M
2
TCM
Tradewinds Capital Management
Washington
-$14.8M
3
WAM
Wealthspire Advisors (Maryland)
Maryland
-$8.8M
4
UWM
USAdvisors Wealth Management
Minnesota
-$6.35M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
626
Deutsche Bank
Germany
$45K -$1.43K -76 -3%
PK
627
Pflug Koory
Nebraska
$39K – – –
Citigroup
628
Citigroup
New York
$38K -$3.16K -168 -8%
BCM
629
Blume Capital Management
California
$38K – – –
SPIA
630
Steward Partners Investment Advisory
New York
$38K +$30K +1,616 +378%
SL
631
Salomon & Ludwin
Virginia
$37K – – –
LFG
632
LifePlan Financial Group
Ohio
$35K -$26.1K -1,364 -43%
SWM
633
Sugarloaf Wealth Management
Georgia
$35K +$35K +1,856 New
TL
634
TrueWealth LLC
Georgia
$34K -$15.2K -800 -31%
CAC
635
Certified Advisory Corp
Florida
$34K +$8.5K +448 +33%
GI
636
GS Investments
Minnesota
$33.3K +$22.8K +1,240 +218%
PC
637
Permanens Capital
New York
$33K -$30.6K -1,600 -48%
CAL
638
Capital Analysts LLC
Pennsylvania
$32K – – –
LWM
639
Lenox Wealth Management
Ohio
$31K +$14.6K +784 +89%
AA
640
Ancora Advisors
Ohio
$27K +$27K +1,416 New
GWMIA
641
Global Wealth Management Investment Advisory
Florida
$26K +$1.45K +76 +6%
DI
642
Disciplined Investments
Oklahoma
$26K +$26K +1,376 New
CCM
643
Covington Capital Management
California
$24K – – –
KTC
644
Kistler-Tiffany Companies
Pennsylvania
$24K – – –
VCM
645
Versant Capital Management
Arizona
$24K +$227 +12 +1%
MWA
646
Moser Wealth Advisors
Washington
$23K +$23K +1,196 New
WC
647
Westwind Capital
New Mexico
$22K -$2.09M -109,532 -99%
VRM
648
Vectors Research Management
New York
$22K – – –
PIP
649
Peachtree Investment Partners
Florida
$20K +$20K +1,048 New
CMA
650
Cedar Mountain Advisors
Oregon
$20K +$20K +1,076 New
24 25
26
27 28