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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 %
CFIA
151
Cantor Fitzgerald Investment Advisors
New York
$2.26M +$866K +67,228 +62%
GCP
152
Gill Capital Partners
Colorado
$2.23M +$2.23M +173,352 New
CCM
153
Coldstream Capital Management
Washington
$2.23M +$1.7M +132,212 +324%
JWBC
154
John W. Brooker & Co
California
$2.23M -$68.5K -5,320 -3%
CWM
155
Chesapeake Wealth Management
Virginia
$2.2M +$61.1K +4,744 +3%
AAS
156
Avantax Advisory Services
Texas
$2.19M +$1.44M +112,176 +192%
HSA
157
HBK Sorce Advisory
Pennsylvania
$2.17M -$743K -57,688 -25%
ASN
158
Advisory Services Network
Georgia
$2.17M -$146K -11,316 -6%
KCPG
159
Kavar Capital Partners Group
Kansas
$2.16M -$555K -43,124 -20%
TFF
160
The Family Firm
Maryland
$2.14M +$156K +12,124 +8%
IWMA
161
Ironwood Wealth Management (Arizona)
Arizona
$2.13M -$1.92M -149,424 -47%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$2.1M +$19K +1,476 +0.9%
NF
163
Nikulski Financial
Iowa
$2.07M -$199K -15,444 -9%
WCWM
164
Wooster Corthell Wealth Management
Connecticut
$2.07M -$3.27M -253,620 -61%
ABC
165
Associated Banc-Corp
Wisconsin
$2.05M +$2.05M +159,088 New
HHRDM
166
H&H Retirement Design & Management
Nevada
$2.04M +$2.04M +158,576 New
SWM
167
SeaCrest Wealth Management
New York
$2.02M -$174K -13,532 -8%
FWP
168
FAS Wealth Partners
Kansas
$2.01M -$155K -12,028 -7%
JWA
169
JFS Wealth Advisors
Pennsylvania
$1.97M -$13.2K -1,028 -0.7%
EE
170
EWG Elevate
California
$1.96M +$662K +51,420 +51%
ATWA
171
Arbor Trust Wealth Advisors
Michigan
$1.93M -$6.08K -472 -0.3%
HWMG
172
Hurlow Wealth Management Group
Indiana
$1.93M +$174K +13,004 +10%
WA
173
Wealth Architects
California
$1.92M +$1.73M +134,516 +936%
BPA
174
Beacon Pointe Advisors
California
$1.91M +$443K +34,436 +30%
GAM
175
Garrison Asset Management
Arkansas
$1.9M -$62.7K -4,872 -3%
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