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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 %
HCIA
726
Hochman Cole Investment Advisors
Illinois
– -$207K -10,952 Closed
CMO
727
Covenant Multifamily Offices
Texas
– -$205K -10,864 Closed
BWP
728
Bernardo Wealth Planning
Pennsylvania
– -$204K -10,832 Closed
WIA
729
World Investment Advisors
California
– -$204K -10,796 Closed
SW
730
SteelPeak Wealth
California
– -$203K -10,720 Closed
PP
731
Palladium Partners
Virginia
– -$200K -10,596 Closed
CL
732
Cabana LLC
Arkansas
– -$135K -7,164 Closed
MCWS
733
McKinley Carter Wealth Services
West Virginia
– -$102K -5,412 Closed
HWA
734
Heritage Wealth Advisors
Virginia
– -$87.3K -4,616 Closed
CAGAS
735
Capital Advisory Group Advisory Services
Minnesota
– -$83K -4,452 Closed
VCM
736
Vigilant Capital Management
Maine
– -$74K -3,912 Closed
RIA
737
Realta Investment Advisors
Delaware
– -$69K -3,740 Closed
SCA
738
Stuart Chaussee & Associates
California
– -$55K -2,904 Closed
MWA
739
Moser Wealth Advisors
Washington
– -$23K -1,196 Closed
GFPC
740
Global Financial Private Client
Florida
– -$13.2K -700 Closed
CBT
741
Capital Bank & Trust
California
– -$12K -648 Closed
IFWM
742
Institute for Wealth Management
Colorado
– -$12K -636 Closed
BWP
743
Baldwin Wealth Partners
Massachusetts
– -$12K -620 Closed
SIS
744
Sound Income Strategies
Florida
– -$4K -224 Closed
TF
745
TimeScale Financial
Massachusetts
– -$4K -224 Closed
WFMPM
746
Woodley Farra Manion Portfolio Management
Indiana
– -$3K -180 Closed
LWM
747
Liberty Wealth Management
California
– -$3K -172 Closed
TFO
748
Tarbox Family Office
California
– -$1K -64 Closed
SHWM
749
Silicon Hills Wealth Management
Texas
– -$47 -4 Closed
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