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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
$1.5B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.3M
3
TCM
Tradewinds Capital Management
Washington
$21.3M
4
PCA
Personal Capital Advisors
California
$200M
5
SEI Investments
SEI Investments
Pennsylvania
$251M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$5.95M
2
CM
Columbus Macro
Pennsylvania
$2.61M
3
FAAS
First Allied Advisory Services
California
$3.64M
4
VV
Valentine Ventures
Oregon
$0
5
CCM
CWH Capital Management
Washington
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
126
Burleson & Co
California
$3.36M +$97.8K +5,520 +3%
PAG
127
Private Advisor Group
New Jersey
$3.36M +$1.16M +66,764 +53%
PA
128
Planning Alternatives
Michigan
$3.32M -$1.81K -104 -0.1%
KCPG
129
Kavar Capital Partners Group
Kansas
$3.23M +$813K +46,616 +34%
HWA
130
HHM Wealth Advisors
Tennessee
$3.15M +$174K +9,956 +6%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$3.13M -$273K -15,672 -8%
SCP
132
Shorepoint Capital Partners
Massachusetts
$3.1M -$1.74K -100 -0.1%
LFS
133
Lutz Financial Services
Nebraska
$3.1M +$1.76M +101,188 +132%
LWAC
134
Laurel Wealth Advisors (California)
California
$3.1M +$1.65M +94,880 +115%
PP
135
PrairieView Partners
Minnesota
$3.06M +$162K +9,320 +6%
PCMC
136
Private Capital Management (Colorado)
Colorado
$3.05M -$5.37K -308 -0.2%
PWP
137
Principle Wealth Partners
Connecticut
$3.04M +$168K +9,648 +6%
PA
138
Parallel Advisors
California
$2.97M +$350K +20,100 +13%
AMG
139
Asset Management Group
Connecticut
$2.91M +$55.5K +3,184 +2%
EK
140
Evensky & Katz
Florida
$2.9M +$13.2K +760 +0.5%
SFWC
141
Strategic Family Wealth Counselors
New Jersey
$2.84M +$140K +8,040 +5%
FSWA
142
Financial Synergies Wealth Advisors
Texas
$2.84M +$177K +10,128 +7%
NF
143
Nikulski Financial
Iowa
$2.83M -$70.7K -4,088 -2%
SWM
144
SeaCrest Wealth Management
New York
$2.81M +$73.9K +4,240 +3%
CWM
145
Chesapeake Wealth Management
Virginia
$2.81M +$76K +4,360 +3%
CFA
146
Cahill Financial Advisors
Minnesota
$2.81M +$42.4K +2,432 +2%
JPLA
147
Joseph P. Lucia & Associates
New York
$2.79M -$233K -13,388 -8%
GC
148
Grimes & Company
Massachusetts
$2.79M +$311K +17,836 +13%
RA
149
Riversedge Advisors
Delaware
$2.74M – – –
GAM
150
Garrison Asset Management
Arkansas
$2.74M -$192K -11,032 -7%
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