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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.

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
FWM
2
Filbrandt Wealth Management
Wisconsin
$22.7M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$25.1M
4
PCA
4
Personal Capital Advisors
California
$233M
5
LFA
5
Lighthouse Financial Advisors
Maryland
$15.4M

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 Market Value Shares Shares
Change 		Shares
Change %
BWA
51
Burt Wealth Advisors
Maryland
$10.8M 142,975 +1,690 +1%
AWM
52
Apollon Wealth Management
South Carolina
$10.6M 139,580 +5,878 +4%
BFG
53
Bouchey Financial Group
New York
$10.4M 137,122 +4,855 +4%
SWM
54
SVA Wealth Management
Wisconsin
$10.3M 136,493 +2,787 +2%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$10.2M 134,959 -40,538 -23%
Morgan Stanley
56
Morgan Stanley
New York
$10.2M 135,144 +8,190 +6%
ACA
57
Ascension Capital Advisors
Texas
$10.1M 134,128 +134,128 New
PEA
58
Pacific Edge Advisors
California
$10.1M 134,085 +31,470 +31%
BDF
59
Black Diamond Financial
Maryland
$10M 132,487 +2,389 +2%
BSB
60
Bangor Savings Bank
Maine
$10M 132,136 +7,944 +6%
PPA
61
Parametric Portfolio Associates
Washington
$9.89M 130,725 +100,739 +336%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$9.88M 3,246 +170 +6%
DW
63
Domani Wealth
Pennsylvania
$9.79M 129,374 +10,510 +9%
MW
64
Marcum Wealth
Ohio
$9.64M 127,435 +127,435 New
ADL
65
Asset Dedication LLC
California
$9.64M 127,285 +1,128 +0.9%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$9.47M 125,150 +17,662 +16%
NIC
67
Northwest Investment Counselors
Oregon
$9.43M 124,657 +6,650 +6%
SJIM
68
St. Johns Investment Management
Florida
$9.24M 122,102 +2,876 +2%
NSAM
69
North Star Asset Management
Wisconsin
$9.08M 119,991 +4,797 +4%
SIA
70
Starfire Investment Advisers
Michigan
$9.08M 119,982 +4,807 +4%
BCMO
71
Buckingham Capital Management (Ohio)
Ohio
$9.07M 119,915 +1,566 +1%
MM
72
Meridian Management
Arkansas
$8.9M 117,685 -1,803 -2%
TC
73
Tatro Capital
Kentucky
$8.6M 113,725 +113,725 New
AA
74
Advisory Alpha
Michigan
$8.46M 111,593 +4,273 +4%
Truist Financial
75
Truist Financial
North Carolina
$8.42M 111,284 +111,284 New
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