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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

706 hedge funds and large institutions have $4.57B invested in Schwab U.S Small- Cap ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 297 increasing their positions, 208 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+108
Holders Change %
+18.06%
% of All Funds
13.94%
Holding in Top 10
67
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+28.85%
% of All Funds
1.32%
New
137
Increased
297
Reduced
208
Closed
23
Calls
$1.01M
Puts
$2.12M
Net Calls
-$1.11M
Net Calls Change
-$397K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.73B
2
PCIA
Prime Capital Investment Advisors
Kansas
$25.1M
3
PCA
Personal Capital Advisors
California
$233M
4
Charles Schwab
Charles Schwab
California
$101M
5
Truist Financial
Truist Financial
North Carolina
$8.42M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.5M
2
TCM
Tradewinds Capital Management
Washington
$8.33M
3
WAM
Wealthspire Advisors (Maryland)
Maryland
$15.7M
4
UWM
USAdvisors Wealth Management
Minnesota
$792K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
126
Martel Wealth Advisors
Washington
$4.22M -$28.6K -1,512 -0.7%
MAS
127
Madden Advisory Services
Florida
$4.21M -$88.2K -4,664 -2%
SWM
128
Sculati Wealth Management
Michigan
$4.2M +$4.2M +222,136 New
FHB
129
First Hawaiian Bank
Hawaii
$4.16M +$24.2K +1,280 +0.6%
CHA
130
Cooper/Haims Advisors
New York
$4.08M -$230K -12,156 -5%
KCPG
131
Kavar Capital Partners Group
Kansas
$3.99M +$485K +25,628 +14%
SIAS
132
Shine Investment Advisory Services
Colorado
$3.86M -$67.5K -3,568 -2%
PA
133
Planning Alternatives
Michigan
$3.84M +$246K +13,000 +7%
HWA
134
HHM Wealth Advisors
Tennessee
$3.73M +$315K +16,684 +9%
KF
135
Krilogy Financial
Missouri
$3.73M +$51.2K +2,708 +1%
SBL
136
Sargent Bickham Lagudis
Colorado
$3.7M +$840K +44,444 +29%
Citadel Advisors
137
Citadel Advisors
Florida
$3.67M +$2.62M +138,476 +250%
FAAS
138
First Allied Advisory Services
California
$3.64M -$324K -17,084 -8%
MA
139
MCF Advisors
Kentucky
$3.63M -$190K -10,028 -5%
CWA
140
Carolina Wealth Advisors
South Carolina
$3.63M +$3.63M +191,980 New
EW
141
Element Wealth
Mississippi
$3.53M +$3.53M +186,896 New
BWM
142
BCS Wealth Management
Tennessee
$3.5M +$3.5M +185,076 New
RA
143
Riversedge Advisors
Delaware
$3.46M +$395K +20,908 +13%
ASN
144
Advisory Services Network
Georgia
$3.4M +$549K +29,044 +19%
IAA
145
Independent Advisor Alliance
North Carolina
$3.4M +$3.4M +179,508 New
LFS
146
Lutz Financial Services
Nebraska
$3.37M +$9.53K +504 +0.3%
JWBC
147
John W. Brooker & Co
California
$3.37M +$3.37M +178,252 New
FSWA
148
Financial Synergies Wealth Advisors
Texas
$3.37M +$289K +15,272 +9%
PWP
149
Principle Wealth Partners
Connecticut
$3.35M +$61K +3,228 +2%
SCP
150
Shorepoint Capital Partners
Massachusetts
$3.34M -$26K -1,376 -0.8%
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