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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 %
SC
51
Savant Capital
Illinois
$10.2M +$2.93M +179,420 +40%
PMG
52
ProVise Management Group
Florida
$9.82M +$14.4K +884 +0.1%
MAM
53
Marquette Asset Management
Minnesota
$9.72M -$1.56M -95,392 -14%
PEA
54
Pacific Edge Advisors
California
$9.65M -$5.72M -350,088 -37%
BWA
55
Burt Wealth Advisors
Maryland
$9.62M +$544K +33,332 +6%
BSB
56
Bangor Savings Bank
Maine
$9.54M -$170K -10,392 -2%
SWM
57
SVA Wealth Management
Wisconsin
$9.45M -$408K -24,956 -4%
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$9.14M -$3.06M -187,204 -25%
AG
59
Appleton Group
Wisconsin
$9.05M +$8.52M +521,368 +1,591%
BFG
60
Bouchey Financial Group
New York
$9.05M +$63.3K +3,872 +0.7%
MM
61
Meridian Management
Arkansas
$9.03M -$61K -3,732 -0.7%
MA
62
MUFG Americas
New York
$8.75M -$365K -22,336 -4%
JWM
63
Janiczek Wealth Management
Colorado
$8.69M +$8.33M +510,148 +2,326%
NIC
64
Northwest Investment Counselors
Oregon
$8.43M +$620K +37,976 +8%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$8.35M +$5.07M +310,244 +155%
FNC
66
First National Corp
Massachusetts
$8.17M +$908K +55,556 +12%
NSAM
67
North Star Asset Management
Wisconsin
$7.97M +$58K +3,548 +0.7%
CCA
68
Clearwater Capital Advisors
Illinois
$7.71M +$398K +24,396 +5%
SFG
69
Sage Financial Group
Pennsylvania
$7.61M +$2.51M +153,712 +49%
PIMG
70
Patriot Investment Management Group
Tennessee
$7.28M -$148K -9,032 -2%
TCM
71
Tradewinds Capital Management
Washington
$7.22M +$87.4K +5,348 +1%
Truist Financial
72
Truist Financial
North Carolina
$7.21M +$56.8K +3,476 +0.8%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$7.12M -$3.53M -216,084 -33%
BCMO
74
Buckingham Capital Management (Ohio)
Ohio
$6.96M +$369K +22,568 +6%
AWMG
75
Alliance Wealth Management Group
New Jersey
$6.71M +$1.51M +92,188 +29%
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