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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
$1.5B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.3M
3
TCM
Tradewinds Capital Management
Washington
$21.3M
4
PCA
Personal Capital Advisors
California
$200M
5
SEI Investments
SEI Investments
Pennsylvania
$251M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$5.95M
2
CM
Columbus Macro
Pennsylvania
$2.61M
3
FAAS
First Allied Advisory Services
California
$3.64M
4
VV
Valentine Ventures
Oregon
$0
5
CCM
CWH Capital Management
Washington
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
176
Mariner Independent Advisor Network
Kansas
$2.15M -$211K -12,340 -9%
BW
177
Bison Wealth
Georgia
$2.14M -$76.8K -4,404 -3%
FA
178
Fagan Associates
New York
$2.13M -$9.9K -568 -0.5%
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$2.11M +$178K +10,220 +9%
PPA
180
Parametric Portfolio Associates
Washington
$2.09M -$273K -15,648 -12%
HI
181
Hudock Inc
Pennsylvania
$2.09M +$13.5K +776 +0.7%
CHA
182
Carmichael Hill & Associates
Maryland
$2.05M -$54.3K -3,116 -3%
GC
183
Garde Capital
Washington
$2.05M +$13.4K +768 +0.7%
AIS
184
American Investment Services
Massachusetts
$1.99M +$7.53K +432 +0.4%
LCM
185
Leisure Capital Management
California
$1.99M +$100K +5,736 +5%
Fiera Capital (Canada)
186
Fiera Capital (Canada)
Quebec, Canada
$1.98M +$1.98M +113,636 New
PFT
187
Providence First Trust
Arizona
$1.96M – – –
BPA
188
Beacon Pointe Advisors
California
$1.96M -$120K -6,856 -6%
LWMT
189
Legacy Wealth Management (Tennessee)
Tennessee
$1.95M +$160K +9,172 +9%
MWM
190
Meridian Wealth Management
Kentucky
$1.95M +$9.27K +532 +0.5%
MCM
191
MAI Capital Management
Ohio
$1.94M +$38K +2,180 +2%
MWM
192
Mission Wealth Management
California
$1.94M +$171K +9,792 +10%
AA
193
Alesco Advisors
New York
$1.93M +$13.7K +784 +0.7%
SDWMA
194
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.93M +$177K +10,172 +10%
WC
195
Westwind Capital
New Mexico
$1.93M -$159K -9,100 -8%
PFA
196
Pinnacle Family Advisors
Missouri
$1.92M -$451K -17,780 -19%
CFIA
197
Cantor Fitzgerald Investment Advisors
New York
$1.91M -$142K -8,168 -7%
FVWA
198
Foster Victor Wealth Advisors
South Carolina
$1.85M +$292K +17,080 +19%
CCMW
199
Cypress Capital Management (Wyoming)
Wyoming
$1.84M -$31.9K -1,828 -2%
SFG
200
SNS Financial Group
Minnesota
$1.82M +$47.6K +2,732 +3%
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