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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 %
JHCP
651
Jackson Hole Capital Partners
Oklahoma
– -$1.2M -63,600 Closed
ECG
652
Edge Capital Group
Georgia
– -$1.02M -54,176 Closed
IC
653
IEQ Capital
California
– -$968K -51,168 Closed
SFG
654
Sather Financial Group
Texas
– -$936K -49,524 Closed
MWM
655
MinichMacGregor Wealth Management
New York
– -$930K -49,200 Closed
BCI
656
Brinker Capital Investments
Pennsylvania
– -$891K -47,132 Closed
RC
657
Rovin Capital
Arizona
– -$861K -45,508 Closed
KM
658
Kalos Management
Georgia
– -$869K -45,320 Closed
OC
659
Oarsman Capital
Wisconsin
– -$840K -44,408 Closed
UWM
660
USAdvisors Wealth Management
Minnesota
– -$792K -41,900 Closed
TW
661
TrinityPoint Wealth
Connecticut
– -$772K -40,840 Closed
WWM
662
WJ Wealth Management
Arizona
– -$740K -39,144 Closed
WDL
663
Well Done LLC
Michigan
– -$734K -38,800 Closed
MWP
664
MYCIO Wealth Partners
Pennsylvania
– -$721K -38,152 Closed
NC
665
NovaPoint Capital
Georgia
– -$710K -37,552 Closed
HA
666
HC Advisors
Georgia
– -$692K -36,612 Closed
RCA
667
Reitz Capital Advisors
Michigan
– -$653K -34,548 Closed
NEGWA
668
New England Guild Wealth Advisors
Connecticut
– -$613K -32,400 Closed
LNC
669
Lincoln National Corp
Pennsylvania
– -$608K -32,156 Closed
AI
670
Atria Investments
North Carolina
– -$586K -30,988 Closed
RPG
671
Resource Planning Group
Georgia
– -$539K -28,520 Closed
WS
672
Wedbush Securities
California
– -$538K -28,456 Closed
PCM
673
Poehling Capital Management
Wisconsin
– -$537K -28,400 Closed
CRC
674
Curi RMB Capital
Illinois
– -$516K -27,312 Closed
BCWM
675
Blue Chip Wealth Management
Florida
– -$498K -26,308 Closed
25 26
27
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