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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
1
Charles Schwab Investment Advisory
California
$1.73B
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$25.1M
3
PCA
3
Personal Capital Advisors
California
$233M
4
Charles Schwab
4
Charles Schwab
California
$101M
5
Truist Financial
5
Truist Financial
North Carolina
$8.42M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.5M
2
TCM
2
Tradewinds Capital Management
Washington
$8.33M
3
WAM
3
Wealthspire Advisors (Maryland)
Maryland
$15.7M
4
UWM
4
USAdvisors Wealth Management
Minnesota
$792K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTIM
651
Danda Trouve Investment Management
Kansas
$18K +$18K +932 New
CIA
652
Cascade Investment Advisors
Oregon
$17.4K – – –
CFA
653
Carroll Financial Associates
North Carolina
$16K -$18.5K -1,012 -54%
HPC
654
HM Payson & Co
Maine
$16K -$19K -1,000 -54%
EPM
655
Elm Partners Management
Pennsylvania
$16K – – –
QCMC
656
Quantum Capital Management (California)
California
$16K – – –
GG
657
Gleason Group
Kentucky
$16K +$16K +844 New
GI
658
Gradient Investments
Minnesota
$15K – – –
BWM
659
Baystate Wealth Management
Massachusetts
$15K +$15K +788 New
JPMorgan Chase & Co
660
JPMorgan Chase & Co
New York
$15K +$15K +796 New
TSW
661
Thompson Siegel & Walmsley
Virginia
$14K – – –
GFPC
662
Global Financial Private Client
Florida
$13.2K +$13.2K +700 New
TCM
663
TD Capital Management
Tennessee
$13K – – –
BWP
664
Baldwin Wealth Partners
Massachusetts
$12K – – –
IFWM
665
Institute for Wealth Management
Colorado
$12K +$12K +636 New
CBT
666
Capital Bank & Trust
California
$12K +$12K +648 New
GWS
667
Glassman Wealth Services
Virginia
$11K – – –
NG
668
NWK Group
California
$10K +$10K +504 New
PA
669
Procyon Advisors
Connecticut
$10K +$10K +520 New
EI
670
Ellevest Inc
New York
$9K -$21.7K -1,156 -71%
1IA
671
1834 Investment Advisors
Wisconsin
$9K – – –
TPWA
672
TRUE Private Wealth Advisors
Oregon
$9K +$9K +504 New
HCM
673
Horrell Capital Management
Arkansas
$7K – – –
ME
674
McIlrath & Eck
Washington
$7K +$326 +16 +5%
NDSI
675
Newman Dignan & Sheerar Inc
Rhode Island
$5.25K -$4 -236 -0.1%
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27
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