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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 %
TCM
76
Tradewinds Capital Management
Washington
$5.62M -$48.8K -3,788 -0.9%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$5.6M -$5.57M -432,308 -50%
LF
78
Lee Financial
Texas
$5.38M +$2.78K +216 +0.1%
MTC
79
Matrix Trust Company
Colorado
$5.21M -$57.8K -4,484 -1%
BCMO
80
Buckingham Capital Management (Ohio)
Ohio
$5.2M -$981K -76,164 -16%
SIA
81
Starfire Investment Advisers
Michigan
$5M -$1.18M -91,820 -19%
AIP
82
Almanack Investment Partners
Pennsylvania
$4.96M +$3.25M +252,484 +190%
VNA
83
Valley National Advisers
Pennsylvania
$4.92M -$411K -31,936 -8%
MFT
84
Moisand Fitzgerald Tamayo
Florida
$4.88M +$543K +42,136 +13%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$4.57M +$4.34M +337,024 +1,893%
CFMC
86
Curbstone Financial Management Corp
New Hampshire
$4.56M -$177K -13,720 -4%
ADL
87
Asset Dedication LLC
California
$4.55M -$2.01M -155,976 -31%
WPA
88
West Paces Advisors
Georgia
$4.53M +$3.86M +299,868 +579%
FF
89
Friedenthal Financial
New Jersey
$4.46M +$59K +4,580 +1%
SJIM
90
St. Johns Investment Management
Florida
$4.41M -$1.88M -146,224 -30%
SIC
91
Salem Investment Counselors
North Carolina
$4.31M -$42.9K -3,332 -1%
SWRP
92
Summit Wealth & Retirement Planning
California
$4.15M -$841K -65,256 -17%
TCM
93
Towercrest Capital Management
Pennsylvania
$4.1M -$349K -27,132 -8%
AWMG
94
Alliance Wealth Management Group
New Jersey
$4.1M -$349K -27,128 -8%
SFG
95
Sage Financial Group
Pennsylvania
$4.02M -$269K -20,900 -6%
CWM
96
Confluence Wealth Management
Oregon
$4.01M -$848K -65,820 -17%
PAG
97
Pinnacle Advisory Group
Maryland
$4.01M +$736K +57,164 +23%
RFA
98
Radnor Financial Advisors
Pennsylvania
$4M +$630K +48,956 +19%
CCA
99
Cobblestone Capital Advisors
New York
$3.84M -$968K -75,184 -20%
PPA
100
Parametric Portfolio Associates
Washington
$3.84M -$2.9M -225,060 -43%
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4
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