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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 %
FSWA
151
Financial Synergies Wealth Advisors
Texas
$2.86M -$311K -19,052 -10%
CCM
152
Chilton Capital Management
Texas
$2.86M +$825K +50,480 +40%
CFIA
153
Cantor Fitzgerald Investment Advisors
New York
$2.81M -$61.8K -3,784 -2%
CWM
154
Chesapeake Wealth Management
Virginia
$2.8M +$10.7K +652 +0.4%
KCPG
155
Kavar Capital Partners Group
Kansas
$2.79M +$56.1K +3,432 +2%
ASN
156
Advisory Services Network
Georgia
$2.75M -$915 -56 -0%
AMG
157
Asset Management Group
Connecticut
$2.74M -$172K -10,524 -6%
Koshinski Asset Management
158
Koshinski Asset Management
Illinois
$2.73M +$74.3K +4,548 +3%
SWM
159
Southern Wealth Management
Texas
$2.72M +$860K +52,656 +46%
ABC
160
Associated Banc-Corp
Wisconsin
$2.71M +$111K +6,804 +4%
LPIC
161
LeJeune Puetz Investment Counsel
Michigan
$2.69M -$209K -12,768 -7%
MWP
162
Moller Wealth Partners
$2.69M +$2.69M +164,732 New
JWBC
163
John W. Brooker & Co
California
$2.68M -$141K -8,628 -5%
JIC
164
Johnson Investment Counsel
Ohio
$2.68M +$397K +24,316 +17%
HSA
165
HBK Sorce Advisory
Pennsylvania
$2.65M -$102K -6,228 -4%
EE
166
EWG Elevate
California
$2.65M +$160K +9,804 +6%
WA
167
Wealth Architects
California
$2.64M +$209K +12,780 +9%
CCM
168
Coldstream Capital Management
Washington
$2.61M -$217K -13,284 -8%
WTC
169
WhitTier Trust Company
Nevada
$2.6M +$1.62M +99,272 +166%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$2.58M -$3.21M -196,736 -55%
TFF
171
The Family Firm
Maryland
$2.53M -$180K -11,012 -7%
JWA
172
JFS Wealth Advisors
Pennsylvania
$2.51M +$11.5K +704 +0.5%
NF
173
Nikulski Financial
Iowa
$2.48M -$139K -8,524 -5%
ATWA
174
Arbor Trust Wealth Advisors
Michigan
$2.47M +$18.7K +1,144 +0.8%
VNA
175
Valley National Advisers
Pennsylvania
$2.46M -$3.78M -231,168 -61%
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