SCHA icon

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
1
Charles Schwab Investment Advisory
California
$2.66B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$119M
3
PCA
3
Personal Capital Advisors
California
$241M
4
AWS
4
AJ Wealth Strategies
New York
$30.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$83.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$27.8M
2
SS
2
Sunbelt Securities
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$37.2M
4
ACM
4
Alpha Capital Management
Texas
$0
5
MW
5
Marcum Wealth
Ohio
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
651
Pinnacle Family Advisors
Missouri
– -$487K -37,812 Closed
PW
652
Price Wealth
Texas
– -$456K -35,408 Closed
SP
653
SWS Partners
Ohio
– -$414K -32,124 Closed
PCM
654
Pennsylvania Capital Management
Pennsylvania
– -$357K -30,312 Closed
PAM
655
Peak Asset Management
Colorado
– -$386K -29,960 Closed
CWP
656
Capital Wealth Planning
Florida
– -$376K -29,204 Closed
TI
657
Trexquant Investment
Connecticut
– -$344K -26,708 Closed
American Century Companies
658
American Century Companies
Missouri
– -$335K -26,032 Closed
CAI
659
Capital Advisors Inc
Oklahoma
– -$334K -25,948 Closed
Renaissance Technologies
660
Renaissance Technologies
New York
– -$325K -25,200 Closed
C
661
Certuity
Florida
– -$267K -20,712 Closed
PFM
662
Peak Financial Management
Massachusetts
– -$248K -19,224 Closed
AP
663
Adero Partners
California
– -$237K -18,368 Closed
ZIG
664
Zuckerman Investment Group
Illinois
– -$231K -17,948 Closed
CBFP
665
Cedar Brook Financial Partners
Ohio
– -$230K -17,848 Closed
SWM
666
Segment Wealth Management
Texas
– -$227K -17,648 Closed
AA
667
Apriem Advisors
California
– -$206K -15,996 Closed
AIC
668
Ameritas Investment Company
Nebraska
– -$195K -15,392 Closed
VBFP
669
Valtinson Bruner Financial Planning
Minnesota
– -$202K -14,148 Closed
AIM
670
AMI Investment Management
Indiana
– -$220K -11,656 Closed
OAM
671
Oppenheimer Asset Management
New York
– -$144K -11,188 Closed
Bessemer Group
672
Bessemer Group
New Jersey
– -$47K -3,628 Closed
MHR
673
Matthew Hamilton Rosenberg
– -$33K -2,560 Closed
WAP
674
Wealthcare Advisory Partners
Pennsylvania
– -$29K -2,248 Closed
AWM
675
Atticus Wealth Management
Florida
– -$27K -2,108 Closed
24 25 26
27
28