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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 %
BWA
51
BlueSky Wealth Advisors
North Carolina
$8.73M -$357K -27,708 -4%
VWA
52
Visionary Wealth Advisors
Illinois
$8.71M +$332K +25,780 +4%
SFS
53
Summit Financial Strategies
Ohio
$8.52M +$726K +56,352 +9%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$8.4M +$7.22M +560,940 +617%
RRWA
55
Rainey & Randall Wealth Advisors
Florida
$8.34M -$263K -20,428 -3%
YAL
56
Your Advocates Ltd
Texas
$7.84M +$7.15M +554,948 +1,033%
SWM
57
SVA Wealth Management
Wisconsin
$7.78M +$744K +57,756 +11%
PMG
58
ProVise Management Group
Florida
$7.73M -$147K -11,408 -2%
BSB
59
Bangor Savings Bank
Maine
$7.66M +$847K +65,764 +12%
MA
60
MUFG Americas
New York
$7.18M +$1.64M +127,132 +30%
MM
61
Meridian Management
Arkansas
$7.16M +$1.1M +85,468 +18%
BWA
62
Burt Wealth Advisors
Maryland
$7.16M -$207K -16,048 -3%
BFG
63
Bouchey Financial Group
New York
$7.08M +$17.3K +1,344 +0.2%
LFS
64
Lutz Financial Services
Nebraska
$6.3M +$4M +310,408 +174%
BDF
65
Black Diamond Financial
Maryland
$6.27M -$558K -43,352 -8%
NSAM
66
North Star Asset Management
Wisconsin
$6.24M +$59.1K +4,588 +1%
NIC
67
Northwest Investment Counselors
Oregon
$6.16M -$261K -20,300 -4%
PIMG
68
Patriot Investment Management Group
Tennessee
$5.86M +$416K +32,324 +8%
FFN
69
Focus Financial Network
Minnesota
$5.8M -$2.01M -156,140 -26%
SFA
70
Sequoia Financial Advisors
Ohio
$5.77M +$598K +46,396 +12%
CCA
71
Clearwater Capital Advisors
Illinois
$5.77M +$931K +72,316 +19%
ACA
72
Ascension Capital Advisors
Texas
$5.75M -$1.16M -90,300 -17%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$5.73M -$786K -65,156 -12%
SC
74
Savant Capital
Illinois
$5.72M +$4.4M +341,800 +334%
Truist Financial
75
Truist Financial
North Carolina
$5.64M -$92.2K -7,160 -2%
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