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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 %
TFGT
626
TS Financial Group (TSFG)
Illinois
$1K – – –
CI
627
CX Institutional
Indiana
$1K – – –
IFAM
628
Institutional & Family Asset Management
Colorado
$1K +$1K +64 New
GSWM
629
Golden State Wealth Management
California
$1K +$1K +96 New
MSFP
630
Mark Sheptoff Financial Planning
Connecticut
$1K +$1K +100 New
WA
631
WBH Advisory
Maryland
$907 -$205 -15,896 -18%
GEA
632
Glen Eagle Advisors
New Jersey
$670 – – –
KFS
633
Kelly Financial Services
Massachusetts
$157 – – –
WIM
634
Westside Investment Management
California
$1 +$1 +116 New
EA
635
Evergreen Advisors
Tennessee
– -$20.1M -1,065,488 Closed
TC
636
Tatro Capital
Kentucky
– -$8.6M -454,900 Closed
SHA
637
Seneca House Advisors
Virginia
– -$8.03M -424,552 Closed
Jane Street
638
Jane Street
New York
– -$5.89M -311,564 Closed
SPFA
639
Summit Place Financial Advisors
New Jersey
– -$5.06M -267,708 Closed
Citadel Advisors
640
Citadel Advisors
Florida
– -$3.67M -193,964 Closed
IAA
641
Independent Advisor Alliance
North Carolina
– -$3.4M -179,508 Closed
PWP
642
Principle Wealth Partners
Connecticut
– -$3.35M -177,344 Closed
SCP
643
Shorepoint Capital Partners
Massachusetts
– -$3.34M -176,576 Closed
TRCT
644
Tower Research Capital (TRC)
New York
– -$2.42M -127,900 Closed
AWM
645
Aprio Wealth Management
Georgia
– -$2.27M -120,000 Closed
Fiera Capital (Canada)
646
Fiera Capital (Canada)
Quebec, Canada
– -$2.15M -113,636 Closed
LWM
647
Lionsbridge Wealth Management
Florida
– -$1.76M -93,324 Closed
CSPIA
648
Cary Street Partners Investment Advisory
Virginia
– -$1.76M -93,044 Closed
LCC
649
Lincoln Capital Corp
Rhode Island
– -$1.59M -83,860 Closed
SFS
650
Strategic Financial Services
New York
– -$1.45M -76,580 Closed
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