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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
+$1.07B
2
Financial Engines Advisors
Financial Engines Advisors
California
+$96.6M
3
PCA
Personal Capital Advisors
California
+$25.3M
4
AWS
AJ Wealth Strategies
New York
+$25.3M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.1M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$225M
2
SS
Sunbelt Securities
Texas
-$168M
3
UBS Group
UBS Group
Switzerland
-$23.7M
4
ACM
Alpha Capital Management
Texas
-$19.3M
5
MW
Marcum Wealth
Ohio
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
176
Garrison Asset Management
Arkansas
$2.42M +$9.48K +580 +0.4%
Baird Financial Group
177
Baird Financial Group
Wisconsin
$2.41M +$928K +56,836 +63%
SAM
178
Smithbridge Asset Management
Pennsylvania
$2.39M +$29.4K +1,800 +1%
LIM
179
Leavell Investment Management
Alabama
$2.36M +$24.8K +1,520 +1%
VCM
180
Vision Capital Management
Oregon
$2.36M +$2.36M +144,516 New
CMBA
181
C.M. Bidwell & Associates
Hawaii
$2.35M +$39.3K +2,408 +2%
SBL
182
Sargent Bickham Lagudis
Colorado
$2.29M -$20.2K -1,236 -0.9%
PWA
183
Providence Wealth Advisors
Illinois
$2.24M -$12.4K -760 -0.6%
CB
184
Community Bank
New York
$2.24M +$35.2K +2,156 +2%
BA
185
Ballast Advisors
Minnesota
$2.24M +$425K +26,016 +23%
FWP
186
FAS Wealth Partners
Kansas
$2.16M -$383K -23,444 -15%
CM
187
Columbus Macro
Pennsylvania
$2.09M -$176K -10,748 -8%
JPLA
188
Joseph P. Lucia & Associates
New York
$2.05M -$132K -8,108 -6%
CK
189
Cohen Klingenstein
New York
$2.05M – – –
VA
190
Valmark Advisers
Ohio
$2.01M +$228K +13,960 +13%
MML Investors Services
191
MML Investors Services
Massachusetts
$1.97M +$275K +16,840 +16%
NCM
192
Next Capital Management
New York
$1.96M -$1.06M -64,988 -35%
CHA
193
Carmichael Hill & Associates
Maryland
$1.94M -$41.5K -2,540 -2%
IWMA
194
Ironwood Wealth Management (Arizona)
Arizona
$1.93M -$775K -47,460 -29%
DW
195
Domani Wealth
Pennsylvania
$1.93M +$1.14M +69,540 +144%
IRC
196
Investors Research Corp
Georgia
$1.92M +$237K +14,504 +14%
SCA
197
Strategic Capital Advisers
Colorado
$1.92M +$169K +10,332 +10%
AIS
198
American Investment Services
Massachusetts
$1.91M -$127K -7,792 -6%
RJA
199
Raymond James & Associates
Florida
$1.91M +$1.54M +94,536 +425%
SAM
200
Summit Asset Management
Tennessee
$1.89M +$121K +7,404 +7%
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