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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.

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 %
SHJ
101
Sharkey, Howes & Javer
Colorado
$4.82M -$619K -35,520 -11%
FI
102
FormulaFolio Investments
Michigan
$4.62M -$508K -29,160 -10%
OCM
103
One Capital Management
California
$4.56M +$580K +33,276 +15%
OFG
104
Omega Financial Group
California
$4.46M +$114K +6,516 +3%
SIC
105
Salem Investment Counselors
North Carolina
$4.42M +$172K +9,876 +4%
AP
106
Appleton Partners
Massachusetts
$4.3M +$213K +12,240 +5%
DP
107
Denver PWM
Colorado
$4.25M +$9.53K +548 +0.2%
QAM
108
QCI Asset Management
New York
$4.19M +$32.5K +1,864 +0.8%
B
109
Bailard
California
$4.16M -$158K -9,048 -4%
SWA
110
Sutton Wealth Advisors
Florida
$4.16M +$223K +12,808 +6%
CMP
111
Courage Miller Partners
Virginia
$4.16M +$32.1K +1,840 +0.8%
HFP
112
Holistic Financial Partners
Indiana
$4.13M +$1.34M +76,812 +48%
BBPWM
113
Blue Bell Private Wealth Management
Pennsylvania
$4.06M +$276K +15,844 +7%
PAG
114
Pinnacle Advisory Group
Maryland
$4.01M +$12K +688 +0.3%
WC
115
Whitnell & Co
Illinois
$3.99M -$2.93K -168 -0.1%
CHA
116
Cooper/Haims Advisors
New York
$3.98M -$121K -6,912 -3%
MAS
117
Madden Advisory Services
Florida
$3.97M -$392K -22,488 -9%
HSA
118
HBK Sorce Advisory
Pennsylvania
$3.94M -$214K -12,284 -5%
MWA
119
Martel Wealth Advisors
Washington
$3.91M +$5.79K +332 +0.1%
RRC
120
Relaxing Retirement Coach
Massachusetts
$3.88M -$8.5K -488 -0.2%
FHB
121
First Hawaiian Bank
Hawaii
$3.81M -$162K -9,292 -4%
FAAS
122
First Allied Advisory Services
California
$3.64M -$4.29M -246,648 -54%
SIAS
123
Shine Investment Advisory Services
Colorado
$3.62M -$177K -10,168 -5%
MA
124
MCF Advisors
Kentucky
$3.52M +$269K +15,420 +8%
KF
125
Krilogy Financial
Missouri
$3.39M +$402K +23,084 +13%
3 4
5
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