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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
$2.66B
2
Financial Engines Advisors
Financial Engines Advisors
California
$119M
3
PCA
Personal Capital Advisors
California
$241M
4
AWS
AJ Wealth Strategies
New York
$30.1M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$83.5M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$27.8M
2
SS
Sunbelt Securities
Texas
$0
3
UBS Group
UBS Group
Switzerland
$37.2M
4
ACM
Alpha Capital Management
Texas
$0
5
MW
Marcum Wealth
Ohio
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
201
Private Capital Management (Colorado)
Colorado
$1.89M -$467K -28,600 -20%
ISWM
202
Independent Solutions Wealth Management
New York
$1.87M -$132K -8,052 -7%
BC
203
Bartlett & Co
Ohio
$1.87M -$78.4K -4,800 -4%
BCWM
204
Bartlett & Co Wealth Management
Ohio
$1.87M -$78.4K -4,800 -4%
CWM
205
Cabot Wealth Management
Massachusetts
$1.85M +$200K +12,240 +12%
PFT
206
Providence First Trust
Arizona
$1.83M – – –
PWM
207
Provident Wealth Management
Tennessee
$1.81M +$176K +10,760 +11%
AI
208
Atria Investments
North Carolina
$1.8M +$1.8M +109,924 New
NRI
209
NFP Retirement Inc
California
$1.78M +$321K +19,660 +22%
WCWM
210
Wooster Corthell Wealth Management
Connecticut
$1.77M -$852K -52,164 -33%
GSIS
211
Global Strategic Investment Solutions
Arizona
$1.74M +$246K +15,088 +16%
DI
212
Diligent Investors
California
$1.7M +$183K +11,200 +12%
ISG
213
Investment Security Group
Colorado
$1.69M -$47.2K -2,888 -3%
CFA
214
Cahill Financial Advisors
Minnesota
$1.68M -$1.36M -83,156 -45%
B
215
Bailard
California
$1.65M -$336K -20,540 -17%
B
216
Brightworth
Georgia
$1.65M +$689K +42,152 +71%
AFA
217
Atlanta Financial Associates
Georgia
$1.64M +$85K +5,204 +5%
AOWM
218
Alpha Omega Wealth Management
Virginia
$1.64M +$18.8K +1,152 +1%
PAI
219
Pittenger & Anderson Inc
Nebraska
$1.63M -$80.4K -4,924 -5%
DBRC
220
D.B. Root & Company
Pennsylvania
$1.61M -$32.6K -1,996 -2%
SBH
221
Segall Bryant & Hamill
Illinois
$1.56M -$470K -28,788 -23%
AIM
222
Anchor Investment Management
South Carolina
$1.56M -$9.28K -568 -0.6%
DCM
223
DeGreen Capital Management
Arizona
$1.55M -$132K -8,076 -8%
BP
224
Broadleaf Partners
Ohio
$1.53M -$30.1K -1,844 -2%
LCM
225
Leisure Capital Management
California
$1.52M -$147K -8,976 -9%
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