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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 %
SWM
201
Southern Wealth Management
Texas
$1.47M +$888K +68,924 +153%
MA
202
Modus Advisors
Minnesota
$1.46M -$17.6K -1,364 -1%
MWM
203
Meridian Wealth Management
Kentucky
$1.45M -$10.1K -784 -0.7%
PFT
204
Providence First Trust
Arizona
$1.44M – – –
BA
205
Ballast Advisors
Minnesota
$1.43M +$1.39K +108 +0.1%
NFG
206
NewFocus Financial Group
Washington
$1.42M +$1.42M +109,824 New
VA
207
Valmark Advisers
Ohio
$1.41M +$73.1K +5,680 +5%
SAM
208
Summit Asset Management
Tennessee
$1.4M +$57.6K +4,468 +4%
SCA
209
Strategic Capital Advisers
Colorado
$1.38M +$125K +9,716 +10%
SDWMA
210
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.38M -$428K -33,252 -24%
ISG
211
Investment Security Group
Colorado
$1.37M +$1.37M +106,048 New
PAI
212
Pittenger & Anderson Inc
Nebraska
$1.35M +$451K +35,036 +50%
EWM
213
Empirical Wealth Management
Washington
$1.35M +$544K +42,220 +68%
MML Investors Services
214
MML Investors Services
Massachusetts
$1.34M +$233K +18,080 +21%
IRC
215
Investors Research Corp
Georgia
$1.33M +$381K +29,608 +40%
DCM
216
DeGreen Capital Management
Arizona
$1.33M +$716K +55,572 +117%
LCM
217
Leisure Capital Management
California
$1.31M -$175K -13,580 -12%
SFG
218
SNS Financial Group
Minnesota
$1.31M -$42.9K -3,328 -3%
CWM
219
Cabot Wealth Management
Massachusetts
$1.3M +$46.4K +3,600 +4%
DBRC
220
D.B. Root & Company
Pennsylvania
$1.29M +$35.1K +2,724 +3%
PWM
221
Provident Wealth Management
Tennessee
$1.29M +$49K +3,804 +4%
MAG
222
Mayfair Advisory Group
Alabama
$1.28M +$36.3K +2,820 +3%
GCA
223
Gradient Capital Advisors
California
$1.28M +$133K +10,312 +12%
AOWM
224
Alpha Omega Wealth Management
Virginia
$1.28M +$63.7K +4,944 +5%
AWM
225
Avior Wealth Management
Nebraska
$1.27M -$203K -15,756 -14%
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