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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 %
PCMC
176
Private Capital Management (Colorado)
Colorado
$1.86M -$391K -30,364 -17%
SAM
177
Smithbridge Asset Management
Pennsylvania
$1.86M +$6.96K +540 +0.4%
LIM
178
Leavell Investment Management
Alabama
$1.84M +$85.9K +6,668 +5%
CMBA
179
C.M. Bidwell & Associates
Hawaii
$1.83M -$124K -9,628 -6%
SBL
180
Sargent Bickham Lagudis
Colorado
$1.82M -$695K -54,004 -28%
JIC
181
Johnson Investment Counsel
Ohio
$1.8M +$7.99K +620 +0.4%
CM
182
Columbus Macro
Pennsylvania
$1.79M +$133K +10,288 +8%
HI
183
Hudock Inc
Pennsylvania
$1.78M +$241K +18,692 +16%
CB
184
Community Bank
New York
$1.74M +$49.7K +3,860 +3%
JPLA
185
Joseph P. Lucia & Associates
New York
$1.72M -$264K -20,496 -13%
MG
186
MilWealth Group
Wisconsin
$1.71M +$1.71M +133,052 New
PWA
187
Providence Wealth Advisors
Illinois
$1.71M +$63.2K +5,104 +4%
GPFA
188
Game Plan Financial Advisors
Ohio
$1.67M -$154K -11,884 -8%
CK
189
Cohen Klingenstein
New York
$1.61M – – –
CCM
190
Chilton Capital Management
Texas
$1.61M -$47.4K -3,676 -3%
AIS
191
American Investment Services
Massachusetts
$1.61M +$121K +9,360 +8%
SBH
192
Segall Bryant & Hamill
Illinois
$1.6M -$67.3K -5,220 -4%
ISWM
193
Independent Solutions Wealth Management
New York
$1.58M +$109K +8,432 +7%
B
194
Bailard
California
$1.57M -$1.56M -121,412 -50%
CHA
195
Carmichael Hill & Associates
Maryland
$1.57M -$26.1K -2,024 -2%
WP
196
WealthSource Partners
California
$1.54M +$147K +11,388 +11%
BC
197
Bartlett & Co
Ohio
$1.53M +$1.53M +119,072 New
BCWM
198
Bartlett & Co Wealth Management
Ohio
$1.53M -$89.7K -6,968 -6%
NWS
199
Newport Wealth Strategies
California
$1.52M -$399K -28,720 -21%
FVWA
200
Foster Victor Wealth Advisors
South Carolina
$1.5M +$12.1K +908 +0.8%
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