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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
Charles Schwab Investment Advisory
California
$2.66B
2
Financial Engines Advisors
Financial Engines Advisors
California
$119M
3
PCA
Personal Capital Advisors
California
$241M
4
AWS
AJ Wealth Strategies
New York
$30.1M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$83.5M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$27.8M
2
SS
Sunbelt Securities
Texas
$0
3
UBS Group
UBS Group
Switzerland
$37.2M
4
ACM
Alpha Capital Management
Texas
$0
5
MW
Marcum Wealth
Ohio
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
626
CX Institutional
Indiana
$1K – – –
LDFR
627
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
KFS
628
Kelly Financial Services
Massachusetts
$199 – – –
WIM
629
Westside Investment Management
California
$1 – – –
SS
630
Sunbelt Securities
Texas
– -$168M -9,912,252 Closed
ACM
631
Alpha Capital Management
Texas
– -$19.3M -1,500,420 Closed
CCM
632
CWH Capital Management
Washington
– -$10.6M -824,796 Closed
WANY
633
Wealthspire Advisors (New York)
New York
– -$9.75M -756,624 Closed
PPA
634
Parametric Portfolio Associates
Washington
– -$3.84M -297,840 Closed
KeyBank National Association
635
KeyBank National Association
Ohio
– -$3.57M -277,224 Closed
GPFA
636
Game Plan Financial Advisors
Ohio
– -$1.67M -128,680 Closed
FVWA
637
Foster Victor Wealth Advisors
South Carolina
– -$1.5M -112,288 Closed
BC
638
Barnett & Company
Tennessee
– -$1.14M -88,516 Closed
IA
639
IndexIQ Advisors
New York
– -$868K -67,348 Closed
PWSG
640
Pacific Wealth Strategies Group
California
– -$811K -62,996 Closed
WAM
641
Wakefield Asset Management
Colorado
– -$767K -59,564 Closed
CIBC Private Wealth Group
642
CIBC Private Wealth Group
Georgia
– -$767K -59,532 Closed
ECG
643
EPIQ Capital Group
California
– -$760K -59,000 Closed
A
644
AdvicePeriod
California
– -$679K -52,712 Closed
GCA
645
Genesee Capital Advisors
New York
– -$603K -46,880 Closed
MIAN
646
Mariner Independent Advisor Network
Kansas
– -$544K -44,576 Closed
CWM
647
Centric Wealth Management
Illinois
– -$747K -44,140 Closed
RFC
648
Regions Financial Corp
Alabama
– -$558K -43,320 Closed
TPW
649
Tiller Private Wealth
Pennsylvania
– -$549K -42,620 Closed
AC
650
Abbrea Capital
California
– -$522K -40,500 Closed
24 25
26
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