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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 %
TCM
76
Towercrest Capital Management
Pennsylvania
$6.71M +$1.51M +92,188 +29%
ACA
77
Ascension Capital Advisors
Texas
$6.61M -$681K -41,720 -9%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$6.49M -$1.22M -75,124 -16%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$6.4M -$698K -42,752 -10%
SIA
80
Starfire Investment Advisers
Michigan
$6.34M -$3.07K -188 -0%
SJIM
81
St. Johns Investment Management
Florida
$6.29M +$702K +42,964 +13%
MTC
82
Matrix Trust Company
Colorado
$6.17M -$444K -27,176 -7%
GIA
83
Gladstone Institutional Advisory
Florida
$6.15M +$5.69M +348,584 +1,259%
EWM
84
Empirical Wealth Management
Washington
$5.97M +$4.27M +261,320 +250%
OWM
85
Orgel Wealth Management
Wisconsin
$5.97M +$5.97M +365,428 New
RA
86
Riversedge Advisors
Delaware
$5.89M +$2.33M +142,844 +66%
FFN
87
Focus Financial Network
Minnesota
$5.83M -$1.53M -93,484 -21%
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$5.79M +$5.28M +323,044 +1,029%
CFMC
89
Curbstone Financial Management Corp
New Hampshire
$5.78M – – –
MFT
90
Moisand Fitzgerald Tamayo
Florida
$5.71M -$475K -29,084 -8%
ADL
91
Asset Dedication LLC
California
$5.7M -$78.3K -4,788 -1%
AWM
92
Adams Wealth Management
Utah
$5.63M +$828K +50,696 +17%
LFS
93
Lutz Financial Services
Nebraska
$5.59M -$2.39M -146,332 -30%
GC
94
Grimes & Company
Massachusetts
$5.52M +$5.07M +310,076 +1,112%
Jane Street
95
Jane Street
New York
$5.52M +$5.52M +337,728 New
PS
96
Portfolio Solutions
Michigan
$5.47M +$4.15M +253,984 +314%
SIC
97
Salem Investment Counselors
North Carolina
$5.38M -$94.1K -5,760 -2%
SWRP
98
Summit Wealth & Retirement Planning
California
$5.35M +$88.9K +5,440 +2%
KF
99
Krilogy Financial
Missouri
$5.34M +$959K +58,688 +22%
IAS
100
IMA Advisory Services
Colorado
$5.33M +$2.2M +134,660 +70%
2 3
4
5 6