SCHA icon

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
Charles Schwab Investment Advisory
California
$2.66B
2
Financial Engines Advisors
Financial Engines Advisors
California
$119M
3
PCA
Personal Capital Advisors
California
$241M
4
AWS
AJ Wealth Strategies
New York
$30.1M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$83.5M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$27.8M
2
SS
Sunbelt Securities
Texas
$0
3
UBS Group
UBS Group
Switzerland
$37.2M
4
ACM
Alpha Capital Management
Texas
$0
5
MW
Marcum Wealth
Ohio
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
126
Carolina Wealth Advisors
South Carolina
$3.82M +$32K +1,956 +0.8%
CCA
127
Cobblestone Capital Advisors
New York
$3.82M -$1.06M -64,724 -22%
SWA
128
Sutton Wealth Advisors
Florida
$3.77M -$38.4K -2,348 -1%
BAMG
129
Brand Asset Management Group
Missouri
$3.7M -$904K -55,320 -20%
LFA
130
Lighthouse Financial Advisors
Maryland
$3.69M +$67.5K +4,172 +2%
LF
131
Lee Financial
Texas
$3.66M -$3.17M -194,124 -46%
SWM
132
Sculati Wealth Management
Michigan
$3.63M -$109K -6,660 -3%
PP
133
PrairieView Partners
Minnesota
$3.6M -$374K -22,904 -9%
TYCC
134
Texas Yale Capital Corp
Florida
$3.58M -$878K -53,760 -20%
MSWMA
135
Market Street Wealth Management Advisors
Indiana
$3.48M +$474K +29,040 +16%
FHB
136
First Hawaiian Bank
Hawaii
$3.43M +$196 +12 +0%
BWM
137
BCS Wealth Management
Tennessee
$3.41M -$179K -10,960 -5%
SFWC
138
Strategic Family Wealth Counselors
New Jersey
$3.38M -$847K -51,824 -20%
NDSI
139
Newman Dignan & Sheerar Inc
Rhode Island
$3.37M -$51.4K -3,000 -2%
AP
140
Appleton Partners
Massachusetts
$3.32M +$88.1K +5,392 +3%
MWM
141
Mission Wealth Management
California
$3.31M +$162K +9,900 +5%
PFM
142
Parsec Financial Management
North Carolina
$3.23M +$12.8K +784 +0.4%
RRC
143
Relaxing Retirement Coach
Massachusetts
$3.19M -$363K -22,204 -10%
EW
144
Element Wealth
Mississippi
$3.1M +$68.4K +4,184 +2%
FAAS
145
First Allied Advisory Services
California
$3.1M -$192K -11,776 -6%
SWM
146
SeaCrest Wealth Management
New York
$3.04M +$476K +29,136 +19%
CHA
147
Cooper/Haims Advisors
New York
$3.03M -$225K -13,756 -7%
HWA
148
HHM Wealth Advisors
Tennessee
$3.02M +$85.5K +5,236 +3%
HHRDM
149
H&H Retirement Design & Management
Nevada
$2.98M +$385K +23,588 +15%
GCP
150
Gill Capital Partners
Colorado
$2.97M +$140K +8,600 +5%
4 5
6
7 8