SCHA icon

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
+$70.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26M
3
TCM
Tradewinds Capital Management
Washington
+$14.1M
4
PCA
Personal Capital Advisors
California
+$11.3M
5
SEI Investments
SEI Investments
Pennsylvania
+$9.51M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.62M
2
CM
Columbus Macro
Pennsylvania
-$4.57M
3
FAAS
First Allied Advisory Services
California
-$4.29M
4
VV
Valentine Ventures
Oregon
-$4.08M
5
CCM
CWH Capital Management
Washington
-$3.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
Summit Asset Management
Tennessee
$1.8M +$76.7K +4,400 +4%
MSWMA
202
Market Street Wealth Management Advisors
Indiana
$1.78M +$1.08M +62,044 +154%
AFS
203
Access Financial Services
Minnesota
$1.76M -$2.8M -160,352 -61%
VA
204
Valmark Advisers
Ohio
$1.74M +$122K +7,020 +8%
BAM
205
Baldrige Asset Management
Pennsylvania
$1.73M -$147K -8,404 -8%
UBS AM
206
UBS AM
Illinois
$1.73M -$19.6K -1,124 -1%
AIM
207
Anchor Investment Management
South Carolina
$1.71M +$14.2K +816 +0.8%
SCA
208
Strategic Capital Advisers
Colorado
$1.71M +$37.4K +2,144 +2%
GCA
209
Gradient Capital Advisors
California
$1.7M -$70.8K -4,064 -4%
BIA
210
BHK Investment Advisors
Alabama
$1.68M +$30.7K +1,760 +2%
AOWM
211
Alpha Omega Wealth Management
Virginia
$1.67M +$75.7K +4,148 +5%
DBRC
212
D.B. Root & Company
Pennsylvania
$1.66M +$39.7K +2,276 +2%
CWM
213
Cabot Wealth Management
Massachusetts
$1.66M -$1.74K -100 -0.1%
CAN
214
Cetera Advisor Networks
California
$1.63M +$215K +12,368 +15%
GSIS
215
Global Strategic Investment Solutions
Arizona
$1.61M +$261K +14,968 +19%
TYCC
216
Texas Yale Capital Corp
Florida
$1.59M +$5.72K +328 +0.4%
PA
217
Pinnacle Associates
New York
$1.56M +$16.5K +944 +1%
BP
218
Broadleaf Partners
Ohio
$1.53M +$113K +6,460 +8%
FC
219
FCA Corp
Texas
$1.53M +$49.7K +2,848 +3%
AIA
220
Arcadia Investment Advisors
Idaho
$1.51M -$37.4K -2,144 -2%
IF
221
Ironwood Financial
Arizona
$1.51M +$72.9K +4,184 +5%
EWM
222
Elmwood Wealth Management
California
$1.49M -$71.4K -4,096 -5%
MGIA
223
Moneta Group Investment Advisors
Missouri
$1.48M +$566K +32,464 +62%
LCC
224
Lincoln Capital Corp
Rhode Island
$1.47M -$19.6K -1,124 -1%
WA
225
WBH Advisory
Maryland
$1.46M +$65.1K +3,736 +5%
7 8
9
10 11