SCHA icon

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 %
TCM
76
Tradewinds Capital Management
Washington
$8.33M 110,056 -195,334 -64%
MA
77
MUFG Americas
New York
$8.14M 107,657 -201 -0.2%
SHA
78
Seneca House Advisors
Virginia
$8.03M 106,138 +9,393 +10%
PIMG
79
Patriot Investment Management Group
Tennessee
$7.99M 105,657 -2,214 -2%
LF
80
Lee Financial
Texas
$7.9M 104,418 -2,596 -2%
WCWM
81
Wooster Corthell Wealth Management
Connecticut
$7.83M 103,506 +345 +0.3%
OIA
82
OneDigital Investment Advisors
Kansas
$7.83M 103,454 +730 +0.7%
VNA
83
Valley National Advisers
Pennsylvania
$7.82M 103,429 +20,763 +25%
AG
84
Appleton Group
Wisconsin
$7.8M 103,134 -16,345 -14%
MTC
85
Matrix Trust Company
Colorado
$7.74M 102,277 +1,060 +1%
SFA
86
Sequoia Financial Advisors
Ohio
$7.6M 100,449 +3,158 +3%
SWRP
87
Summit Wealth & Retirement Planning
California
$7.32M 96,823 +2,530 +3%
CWM
88
Confluence Wealth Management
Oregon
$7.13M 94,259 +4,705 +5%
CCA
89
Clearwater Capital Advisors
Illinois
$7.1M 93,840 +7,522 +9%
CCA
90
Cobblestone Capital Advisors
New York
$7.06M 93,362 -610 -0.6%
CFMC
91
Curbstone Financial Management Corp
New Hampshire
$6.95M 91,940 +1,260 +1%
NCM
92
Next Capital Management
New York
$6.88M 90,899 -9,951 -10%
TCM
93
Towercrest Capital Management
Pennsylvania
$6.53M 86,347 +4,345 +5%
AWMG
94
Alliance Wealth Management Group
New Jersey
$6.53M 86,346 +4,344 +5%
FF
95
Friedenthal Financial
New Jersey
$6.46M 85,462 -67 -0.1%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$6.41M 84,701 +39,754 +88%
SIC
97
Salem Investment Counselors
North Carolina
$6.4M 84,565 +21,132 +33%
MFT
98
Moisand Fitzgerald Tamayo
Florida
$6.36M 84,109 -2,368 -3%
SFG
99
Sage Financial Group
Pennsylvania
$6.29M 83,189 +197 +0.2%
GC
100
Grimes & Company
Massachusetts
$6.07M 80,296 +40,268 +101%
2 3
4
5 6