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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
+$70.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26M
3
TCM
Tradewinds Capital Management
Washington
+$14.1M
4
PCA
Personal Capital Advisors
California
+$11.3M
5
SEI Investments
SEI Investments
Pennsylvania
+$9.51M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.62M
2
CM
Columbus Macro
Pennsylvania
-$4.57M
3
FAAS
First Allied Advisory Services
California
-$4.29M
4
VV
Valentine Ventures
Oregon
-$4.08M
5
CCM
CWH Capital Management
Washington
-$3.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
151
JFS Wealth Advisors
Pennsylvania
$2.7M +$1.81K +104 +0.1%
ASN
152
Advisory Services Network
Georgia
$2.7M – – –
FWP
153
FAS Wealth Partners
Kansas
$2.69M +$65.2K +3,740 +2%
IAS
154
IMA Advisory Services
Colorado
$2.65M +$62.6K +3,592 +2%
EWM
155
Evermay Wealth Management
Virginia
$2.64M -$21.7K -1,244 -0.8%
SBL
156
Sargent Bickham Lagudis
Colorado
$2.63M +$238K +13,668 +10%
CM
157
Columbus Macro
Pennsylvania
$2.61M -$4.57M -262,048 -64%
BAMG
158
Brand Asset Management Group
Missouri
$2.58M -$138K -7,940 -5%
JIC
159
Johnson Investment Counsel
Ohio
$2.58M +$239K +13,728 +10%
CST
160
Charles Schwab Trust
Nevada
$2.58M +$2.58M +150,808 New
LIM
161
Leavell Investment Management
Alabama
$2.54M +$9.55K +548 +0.4%
CMBA
162
C.M. Bidwell & Associates
Hawaii
$2.52M +$65.4K +3,752 +3%
NWS
163
Newport Wealth Strategies
California
$2.45M -$488 -28 -0%
HWMG
164
Hurlow Wealth Management Group
Indiana
$2.45M -$189K -10,976 -7%
WP
165
WealthSource Partners
California
$2.44M +$277K +15,876 +13%
SAM
166
Smithbridge Asset Management
Pennsylvania
$2.39M +$58.8K +3,372 +3%
G
167
Gainplan
Michigan
$2.38M +$856K +49,128 +56%
SBH
168
Segall Bryant & Hamill
Illinois
$2.37M -$28K -1,608 -1%
PWA
169
Providence Wealth Advisors
Illinois
$2.3M +$58.2K +3,340 +3%
LPIC
170
LeJeune Puetz Investment Counsel
Michigan
$2.29M +$46.3K +2,656 +2%
CB
171
Community Bank
New York
$2.27M +$81.9K +4,696 +4%
BC
172
Bartlett & Co
Ohio
$2.26M -$68.6K -3,936 -3%
BCWM
173
Bartlett & Co Wealth Management
Ohio
$2.26M -$68.6K -3,936 -3%
CCM
174
Chilton Capital Management
Texas
$2.24M -$139K -8,000 -6%
CK
175
Cohen Klingenstein
New York
$2.18M – – –
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