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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

598 hedge funds and large institutions have $3.94B invested in Schwab U.S Small- Cap ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 295 increasing their positions, 197 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
13.13%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
1.14%
New
40
Increased
295
Reduced
197
Closed
35
Calls
$1.09M
Puts
$1.8M
Net Calls
-$713K
Net Calls Change
+$1.05M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.5B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.3M
3
TCM
3
Tradewinds Capital Management
Washington
$21.3M
4
PCA
4
Personal Capital Advisors
California
$200M
5
SEI Investments
5
SEI Investments
Pennsylvania
$251M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.95M
2
CM
2
Columbus Macro
Pennsylvania
$2.61M
3
FAAS
3
First Allied Advisory Services
California
$3.64M
4
VV
4
Valentine Ventures
Oregon
$0
5
CCM
5
CWH Capital Management
Washington
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
76
Next Capital Management
New York
$6.96M -$255K -14,776 -4%
PCIA
77
Prime Capital Investment Advisors
Kansas
$6.88M +$4.01M +230,328 +140%
SFA
78
Sequoia Financial Advisors
Ohio
$6.78M +$773K +44,348 +13%
SHA
79
Seneca House Advisors
Virginia
$6.75M +$381K +21,856 +6%
UWM
80
USAdvisors Wealth Management
Minnesota
$6.59M +$59.5K +3,412 +0.9%
SWRP
81
Summit Wealth & Retirement Planning
California
$6.58M +$148K +8,492 +2%
CCA
82
Cobblestone Capital Advisors
New York
$6.55M -$395K -22,644 -6%
CFMC
83
Curbstone Financial Management Corp
New Hampshire
$6.32M -$60K -3,440 -0.9%
CWM
84
Confluence Wealth Management
Oregon
$6.25M +$588K +33,708 +10%
MFT
85
Moisand Fitzgerald Tamayo
Florida
$6.03M -$112K -6,436 -2%
CCA
86
Clearwater Capital Advisors
Illinois
$6.02M +$830K +47,640 +16%
FF
87
Friedenthal Financial
New Jersey
$5.96M -$145K -8,328 -2%
Wells Fargo
88
Wells Fargo
California
$5.95M -$4.62M -264,960 -44%
SFG
89
Sage Financial Group
Pennsylvania
$5.79M -$19.2K -1,100 -0.3%
VNA
90
Valley National Advisers
Pennsylvania
$5.76M -$199K -11,424 -3%
AWMG
91
Alliance Wealth Management Group
New Jersey
$5.72M +$108K +6,180 +2%
TCM
92
Towercrest Capital Management
Pennsylvania
$5.72M +$108K +6,180 +2%
IWMA
93
Ironwood Wealth Management (Arizona)
Arizona
$5.63M +$17.1K +980 +0.3%
AWM
94
Avior Wealth Management
Nebraska
$5.56M +$244K +14,008 +5%
PFM
95
Parsec Financial Management
North Carolina
$5.41M -$551K -31,616 -9%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$5.19M +$83.7K +4,804 +2%
ECM
97
Exchange Capital Management
Michigan
$5.05M +$117K +6,700 +2%
IA
98
IFP Advisors
Florida
$5.05M +$5.05M +290,252 New
AF
99
Advisornet Financial
Minnesota
$4.99M -$517K -29,668 -9%
NDSI
100
Newman Dignan & Sheerar Inc
Rhode Island
$4.84M -$1.56M -89,752 -24%
2 3
4
5 6