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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 %
LCM
201
Leisure Capital Management
California
$2.18M +$21.9K +1,160 +1%
MA
202
Modus Advisors
Minnesota
$2.17M +$2.17M +114,628 New
LWMT
203
Legacy Wealth Management (Tennessee)
Tennessee
$2.16M +$51.4K +2,720 +2%
BPA
204
Beacon Pointe Advisors
California
$2.16M +$43.1K +2,284 +2%
ISWM
205
Independent Solutions Wealth Management
New York
$2.16M +$2.16M +114,100 New
AWM
206
Avior Wealth Management
Nebraska
$2.16M -$3.88M -205,008 -64%
Fiera Capital (Canada)
207
Fiera Capital (Canada)
Quebec, Canada
$2.15M – – –
MWM
208
Meridian Wealth Management
Kentucky
$2.15M +$39K +2,064 +2%
MWM
209
Mission Wealth Management
California
$2.13M +$31.2K +1,652 +1%
PFT
210
Providence First Trust
Arizona
$2.12M -$9.45K -500 -0.4%
FVWA
211
Foster Victor Wealth Advisors
South Carolina
$2.1M +$56.3K +2,984 +3%
BA
212
Ballast Advisors
Minnesota
$2.09M +$2.09M +110,712 New
CFIA
213
Cantor Fitzgerald Investment Advisors
New York
$2.05M -$17.1K -904 -0.8%
WP
214
WealthSource Partners
California
$2.04M -$601K -31,752 -23%
MCM
215
MAI Capital Management
Ohio
$2.02M -$90.4K -4,780 -4%
MSWMA
216
Market Street Wealth Management Advisors
Indiana
$2M +$61.9K +3,272 +3%
AA
217
Alesco Advisors
New York
$1.99M -$104K -5,492 -5%
SFG
218
SNS Financial Group
Minnesota
$1.98M +$14.1K +744 +0.7%
SAM
219
Summit Asset Management
Tennessee
$1.97M +$17.5K +928 +0.9%
VA
220
Valmark Advisers
Ohio
$1.96M +$71.7K +3,792 +4%
SC
221
Savant Capital
Illinois
$1.93M +$447K +23,616 +30%
AIM
222
Anchor Investment Management
South Carolina
$1.93M +$75.7K +4,004 +4%
EE
223
EWG Elevate
California
$1.91M +$1.91M +101,076 New
DBRC
224
D.B. Root & Company
Pennsylvania
$1.85M +$41.5K +2,196 +2%
SCA
225
Strategic Capital Advisers
Colorado
$1.84M -$14K -740 -0.8%
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