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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.5M
2
TCM
Tradewinds Capital Management
Washington
$8.33M
3
WAM
Wealthspire Advisors (Maryland)
Maryland
$15.7M
4
UWM
USAdvisors Wealth Management
Minnesota
$792K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Smithbridge Asset Management
Pennsylvania
$2.72M +$126K +6,660 +5%
MGIA
177
Moneta Group Investment Advisors
Missouri
$2.68M +$1.07M +56,716 +67%
GPFA
178
Game Plan Financial Advisors
Ohio
$2.66M +$2.66M +140,564 New
SDWMA
179
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.65M +$557K +29,432 +27%
JIC
180
Johnson Investment Counsel
Ohio
$2.63M -$170K -8,980 -6%
NWS
181
Newport Wealth Strategies
California
$2.6M -$46.4K -2,464 -2%
LIM
182
Leavell Investment Management
Alabama
$2.58M -$175K -9,248 -6%
PWA
183
Providence Wealth Advisors
Illinois
$2.52M +$13K +684 +0.5%
AIP
184
Almanack Investment Partners
Pennsylvania
$2.51M +$2.03M +107,180 +418%
HWMG
185
Hurlow Wealth Management Group
Indiana
$2.51M -$210K -11,020 -8%
CB
186
Community Bank
New York
$2.48M +$10.9K +576 +0.4%
LPIC
187
LeJeune Puetz Investment Counsel
Michigan
$2.46M -$19.5K -1,032 -0.8%
SBH
188
Segall Bryant & Hamill
Illinois
$2.45M -$115K -6,064 -4%
CM
189
Columbus Macro
Pennsylvania
$2.43M -$400K -21,132 -14%
CCM
190
Chilton Capital Management
Texas
$2.43M – – –
TRCT
191
Tower Research Capital (TRC)
New York
$2.42M +$2.42M +127,900 New
BCWM
192
Bartlett & Co Wealth Management
Ohio
$2.38M -$70K -3,700 -3%
CK
193
Cohen Klingenstein
New York
$2.37M – – –
CHA
194
Carmichael Hill & Associates
Maryland
$2.34M +$112K +5,932 +5%
AWM
195
Aprio Wealth Management
Georgia
$2.27M +$2.27M +120,000 New
FA
196
Fagan Associates
New York
$2.27M -$47.6K -2,516 -2%
HI
197
Hudock Inc
Pennsylvania
$2.26M -$8.48K -448 -0.4%
BW
198
Bison Wealth
Georgia
$2.24M -$83K -4,388 -4%
GC
199
Garde Capital
Washington
$2.21M -$15.7K -828 -0.7%
AIS
200
American Investment Services
Massachusetts
$2.18M +$19.4K +1,024 +0.9%
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