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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.5M
2
TCM
2
Tradewinds Capital Management
Washington
$8.33M
3
WAM
3
Wealthspire Advisors (Maryland)
Maryland
$15.7M
4
UWM
4
USAdvisors Wealth Management
Minnesota
$792K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
151
Burleson & Co
California
$3.33M -$299K -15,612 -8%
NF
152
Nikulski Financial
Iowa
$3.29M +$227K +12,136 +7%
CST
153
Charles Schwab Trust
Nevada
$3.29M +$439K +23,216 +15%
FI
154
FormulaFolio Investments
Michigan
$3.23M -$1.78M -94,388 -36%
SWM
155
SeaCrest Wealth Management
New York
$3.23M +$176K +9,292 +6%
SFWC
156
Strategic Family Wealth Counselors
New Jersey
$3.19M +$106K +5,596 +3%
AMG
157
Asset Management Group
Connecticut
$3.18M +$27K +1,428 +0.9%
FWP
158
FAS Wealth Partners
Kansas
$3.17M +$257K +13,604 +9%
PA
159
Parallel Advisors
California
$3.15M -$69.1K -3,652 -2%
CWM
160
Chesapeake Wealth Management
Virginia
$3.14M +$94.5K +4,996 +3%
CFA
161
Cahill Financial Advisors
Minnesota
$3.07M +$24.4K +1,292 +0.8%
PCMC
162
Private Capital Management (Colorado)
Colorado
$3.05M – – –
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$3.04M +$761K +40,304 +33%
IAS
164
IMA Advisory Services
Colorado
$2.98M +$107K +5,660 +4%
LWAC
165
Laurel Wealth Advisors (California)
California
$2.96M -$404K -21,360 -12%
JWA
166
JFS Wealth Advisors
Pennsylvania
$2.91M -$21.8K -1,152 -0.7%
JPLA
167
Joseph P. Lucia & Associates
New York
$2.91M -$118K -6,248 -4%
TFF
168
The Family Firm
Maryland
$2.91M +$2.91M +153,616 New
SS
169
Sunbelt Securities
Texas
$2.9M +$2.9M +153,572 New
PP
170
PrairieView Partners
Minnesota
$2.89M -$425K -22,504 -13%
GAM
171
Garrison Asset Management
Arkansas
$2.88M -$90K -4,760 -3%
CMBA
172
C.M. Bidwell & Associates
Hawaii
$2.86M +$131K +6,948 +5%
EWM
173
Evermay Wealth Management
Virginia
$2.86M -$6.88K -364 -0.2%
ATWA
174
Arbor Trust Wealth Advisors
Michigan
$2.85M +$2.85M +150,576 New
BAMG
175
Brand Asset Management Group
Missouri
$2.8M +$1.06K +56 +0%
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