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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 %
PCM
701
Peak Capital Management
Colorado
– -$288K -15,252 Closed
LF
702
LifeSteps Financial
California
– -$288K -15,232 Closed
CWM
703
CCG Wealth Management
California
– -$284K -15,024 Closed
BSAM
704
Blue Square Asset Management
New York
– -$279K -14,768 Closed
Calamos Advisors
705
Calamos Advisors
Illinois
– -$275K -14,552 Closed
OCM
706
Orser Capital Management
Texas
– -$270K -14,316 Closed
CA
707
Continuum Advisory
Idaho
– -$266K -14,048 Closed
IIC
708
Integrated Investment Consultants
Michigan
– -$265K -14,000 Closed
GA
709
Gateway Advisory
New Jersey
– -$262K -13,852 Closed
FWCM
710
Ferguson Wellman Capital Management
Oregon
– -$259K -13,712 Closed
RWA
711
River Wealth Advisors
Pennsylvania
– -$250K -13,248 Closed
NCM
712
Novare Capital Management
North Carolina
– -$250K -13,224 Closed
AA
713
Aufman Associates
Pennsylvania
– -$249K -13,172 Closed
LIA
714
LBMC Investment Advisors
Tennessee
– -$249K -13,144 Closed
CA
715
Cetera Advisors
Colorado
– -$249K -13,064 Closed
TIA
716
Traphagen Investment Advisors
New Jersey
– -$246K -13,032 Closed
Cerity Partners
717
Cerity Partners
New York
– -$245K -12,980 Closed
RWP
718
RWA Wealth Partners
Massachusetts
– -$240K -12,692 Closed
PWPS
719
Pinnacle Wealth Planning Services
Ohio
– -$238K -12,628 Closed
Northern Trust
720
Northern Trust
Illinois
– -$229K -12,088 Closed
FNBOMD
721
First National Bank of Mount Dora
Florida
– -$227K -12,000 Closed
WC
722
Wealth CMT
New Jersey
– -$225K -11,888 Closed
FWM
723
Foresight Wealth Management
Utah
– -$217K -11,480 Closed
LF
724
Lantz Financial
Illinois
– -$214K -11,332 Closed
CWM
725
Circle Wealth Management
New Jersey
– -$210K -11,088 Closed
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