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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 %
PAG
101
Pinnacle Advisory Group
Maryland
$5.21M +$129K +7,876 +3%
GC
102
Garde Capital
Washington
$5.17M +$408K +24,964 +9%
CWM
103
Confluence Wealth Management
Oregon
$5.13M +$45.8K +2,804 +0.9%
AF
104
Advisornet Financial
Minnesota
$5.09M +$534K +32,668 +12%
FF
105
Friedenthal Financial
New Jersey
$4.95M -$713K -43,632 -13%
QAM
106
QCI Asset Management
New York
$4.94M +$650K +39,816 +15%
SKK
107
Shepherd Kaplan Krochuk
Massachusetts
$4.88M +$4.88M +298,648 New
BPA
108
Beacon Pointe Advisors
California
$4.76M +$2.33M +142,888 +96%
BDF
109
Black Diamond Financial
Maryland
$4.7M -$3.25M -198,896 -41%
PAG
110
Private Advisor Group
New Jersey
$4.7M +$379K +23,184 +9%
HFP
111
Holistic Financial Partners
Indiana
$4.62M +$497K +30,436 +12%
DP
112
Denver PWM
Colorado
$4.47M -$28.5K -1,744 -0.6%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$4.45M +$187K +11,440 +4%
CMP
114
Courage Miller Partners
Virginia
$4.35M +$31.2K +1,908 +0.7%
PA
115
Planning Alternatives
Michigan
$4.28M +$601K +36,772 +16%
MWA
116
Martel Wealth Advisors
Washington
$4.22M +$166K +10,140 +4%
LA
117
LVW Advisors
New York
$4.13M -$8.53M -521,944 -67%
MGIA
118
Moneta Group Investment Advisors
Missouri
$4.11M +$1.06M +65,108 +35%
SFA
119
Souders Financial Advisors
Ohio
$4.07M +$2.78M +169,944 +214%
TRCT
120
Tower Research Capital (TRC)
New York
$4.07M +$4.07M +249,256 New
SHJ
121
Sharkey, Howes & Javer
Colorado
$4.01M +$3.03M +185,536 +309%
ECM
122
Exchange Capital Management
Michigan
$4M -$238K -14,596 -6%
YAL
123
Your Advocates Ltd
Texas
$3.88M -$6.35M -377,820 -62%
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$3.85M -$289K -17,644 -7%
OFG
125
Omega Financial Group
California
$3.84M -$157K -9,640 -4%
3 4
5
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