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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 %
AWS
101
AJ Wealth Strategies
New York
$3.8M -$17.1M -1,330,764 -82%
AWM
102
Adams Wealth Management
Utah
$3.78M +$3.78M +293,708 New
GC
103
Garde Capital
Washington
$3.76M +$2.26M +175,136 +150%
BAMG
104
Brand Asset Management Group
Missouri
$3.63M +$1.72M +133,584 +90%
AF
105
Advisornet Financial
Minnesota
$3.59M +$37.1K +2,884 +1%
KeyBank National Association
106
KeyBank National Association
Ohio
$3.57M +$3.57M +277,224 New
TYCC
107
Texas Yale Capital Corp
Florida
$3.51M +$2.4M +186,068 +215%
KF
108
Krilogy Financial
Missouri
$3.45M +$915K +71,060 +36%
PAG
109
Private Advisor Group
New Jersey
$3.4M +$493K +38,300 +17%
CMP
110
Courage Miller Partners
Virginia
$3.4M +$256K +19,892 +8%
QAM
111
QCI Asset Management
New York
$3.38M +$346K +26,856 +11%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$3.36M -$417K -32,396 -11%
ECM
113
Exchange Capital Management
Michigan
$3.35M -$146K -11,348 -4%
DP
114
Denver PWM
Colorado
$3.34M +$208K +17,212 +7%
SFWC
115
Strategic Family Wealth Counselors
New Jersey
$3.33M +$1.16M +90,176 +53%
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$3.26M -$131K -10,140 -4%
HFP
117
Holistic Financial Partners
Indiana
$3.25M +$40.5K +3,144 +1%
CST
118
Charles Schwab Trust
Nevada
$3.22M +$979K +75,984 +44%
MWA
119
Martel Wealth Advisors
Washington
$3.2M +$323K +25,056 +11%
OFG
120
Omega Financial Group
California
$3.15M -$180K -13,960 -5%
PP
121
PrairieView Partners
Minnesota
$3.13M +$1.17M +90,456 +59%
SWA
122
Sutton Wealth Advisors
Florida
$3M -$229K -17,760 -7%
SC
123
Stratford Consulting
Texas
$3M +$3M +232,992 +388,320%
CWA
124
Carolina Wealth Advisors
South Carolina
$2.99M +$515K +39,972 +21%
SWM
125
Sculati Wealth Management
Michigan
$2.94M +$83.3K +6,472 +3%
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