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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 %
PA
126
Planning Alternatives
Michigan
$2.9M +$284K +22,036 +11%
LFA
127
Lighthouse Financial Advisors
Maryland
$2.88M -$7.61M -590,888 -73%
EWM
128
Elmwood Wealth Management
California
$2.87M +$1.41M +81,344 +96%
BWM
129
BCS Wealth Management
Tennessee
$2.83M +$442K +34,344 +19%
RRC
130
Relaxing Retirement Coach
Massachusetts
$2.81M -$83.6K -6,484 -3%
RA
131
Riversedge Advisors
Delaware
$2.8M +$442K +34,300 +19%
FHB
132
First Hawaiian Bank
Hawaii
$2.71M -$124K -9,612 -4%
NDSI
133
Newman Dignan & Sheerar Inc
Rhode Island
$2.66M -$1.04M -77,976 -28%
FAAS
134
First Allied Advisory Services
California
$2.59M +$120K +9,336 +5%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$2.59M -$1.78M -138,048 -41%
CHA
136
Cooper/Haims Advisors
New York
$2.57M -$215K -16,708 -8%
AP
137
Appleton Partners
Massachusetts
$2.55M -$709K -55,064 -22%
PFM
138
Parsec Financial Management
North Carolina
$2.54M -$1.26M -97,600 -33%
FSWA
139
Financial Synergies Wealth Advisors
Texas
$2.5M +$207K +16,108 +9%
MWM
140
Mission Wealth Management
California
$2.49M +$1.03M +80,132 +71%
IAS
141
IMA Advisory Services
Colorado
$2.47M +$439K +34,092 +22%
MGIA
142
Moneta Group Investment Advisors
Missouri
$2.4M +$574K +44,584 +31%
CFA
143
Cahill Financial Advisors
Minnesota
$2.4M +$306K +23,768 +15%
EW
144
Element Wealth
Mississippi
$2.39M -$19.4K -1,504 -0.8%
NCM
145
Next Capital Management
New York
$2.38M -$2.3M -178,516 -49%
MSWMA
146
Market Street Wealth Management Advisors
Indiana
$2.37M +$1.01M +78,172 +74%
HWA
147
HHM Wealth Advisors
Tennessee
$2.31M -$227K -17,640 -9%
SIAS
148
Shine Investment Advisory Services
Colorado
$2.3M -$325K -25,240 -12%
AMG
149
Asset Management Group
Connecticut
$2.3M +$130K +10,060 +6%
LPIC
150
LeJeune Puetz Investment Counsel
Michigan
$2.29M +$612K +47,532 +37%
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