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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 %
SAA
676
Southeast Asset Advisors
Georgia
– -$483K -25,532 Closed
PWMG
677
Prestige Wealth Management Group
New Jersey
– -$470K -24,828 Closed
ATPW
678
Ashton Thomas Private Wealth
Arizona
– -$468K -24,752 Closed
MFG
679
MidWestOne Financial Group
Iowa
– -$464K -24,568 Closed
FCI
680
Financial Counselors Inc
Kansas
– -$464K -24,556 Closed
CCFM
681
Clear Creek Financial Management
Washington
– -$453K -23,824 Closed
LSAG
682
Lake Street Advisors Group
New Hampshire
– -$436K -23,036 Closed
APW
683
Aurora Private Wealth
New Jersey
– -$427K -22,592 Closed
OPA
684
Old Port Advisors
Maine
– -$422K -22,360 Closed
SAM
685
SignalPoint Asset Management
Missouri
– -$412K -21,788 Closed
HIC
686
Hartline Investment Corp
Illinois
– -$395K -20,872 Closed
ESB
687
Essex Savings Bank
Connecticut
– -$370K -19,536 Closed
SCM
688
SOL Capital Management
Maryland
– -$360K -19,032 Closed
HIC
689
Holderness Investments Company
North Carolina
– -$330K -17,472 Closed
EWM
690
Evercore Wealth Management
New York
– -$326K -17,220 Closed
HWA
691
Heartwood Wealth Advisors
Virginia
– -$326K -17,216 Closed
SFG
692
StrategIQ Financial Group
Indiana
– -$320K -16,928 Closed
GBBWRPM
693
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$314K -16,604 Closed
PCWA
694
Pacific Capital Wealth Advisors
California
– -$311K -16,448 Closed
AWM
695
AE Wealth Management
Kansas
– -$308K -16,272 Closed
GLA
696
Good Life Advisors
Pennsylvania
– -$307K -16,264 Closed
FG
697
Fiduciary Group
Georgia
– -$305K -16,124 Closed
HCM
698
Hengehold Capital Management
Ohio
– -$301K -15,940 Closed
NL
699
NWAM LLC
Washington
– -$298K -15,764 Closed
PL
700
Plancorp LLC
Missouri
– -$291K -15,400 Closed
26 27
28
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