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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

442 hedge funds and large institutions have $2.9B invested in Schwab U.S Small- Cap ETF in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 243 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
10.14%
Holding in Top 10
52
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.19%
New
46
Increased
243
Reduced
109
Closed
36
Calls
$498K
Puts
–
Net Calls
+$498K
Net Calls Change
+$428K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$134M
2
SEI Investments
SEI Investments
Pennsylvania
+$45.9M
3
PCA
Personal Capital Advisors
California
+$22.3M
4
Bank of America
Bank of America
North Carolina
+$18.2M
5
BWL
Bogart Wealth LLC
Virginia
+$8.88M

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$28.2M
2
Jane Street
Jane Street
New York
-$20.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.86M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.5M
5
BFG
Bouchey Financial Group
New York
-$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWSG
226
Pacific Wealth Strategies Group
California
$925K +$200K +11,556 +28%
VDFA
227
Vickerman & Driscoll Financial Advisors
Washington
$923K -$334K -19,320 -27%
AAC
228
Asset Advisors Corp
Georgia
$893K +$52.5K +3,040 +6%
AIM
229
Anchor Investment Management
South Carolina
$870K +$100K +5,792 +13%
SMG
230
Spectrum Management Group
Indiana
$844K -$397K -22,940 -32%
BJ
231
Brouwer & Janachowski
California
$834K -$167K -9,696 -17%
FCI
232
Financial Counselors Inc
Kansas
$833K -$52.5K -3,040 -6%
WDL
233
Well Done LLC
Michigan
$810K – – –
APSI
234
Asset Planning Services Inc
Louisiana
$770K +$13.8K +800 +2%
WA
235
WBH Advisory
Maryland
$761K +$90K +5,208 +13%
PFC
236
Phocas Financial Corp
California
$728K -$260K -14,940 Closed
MGIA
237
Moneta Group Investment Advisors
Missouri
$719K +$231K +13,368 +47%
AIM
238
Aspen Investment Management
Michigan
$713K +$118K +6,852 +20%
B
239
Bailard
California
$712K +$57.6K +3,332 +9%
RJA
240
Raymond James & Associates
Florida
$708K +$27.2K +1,576 +4%
RCA
241
Rowland Carmichael Advisors
Arizona
$706K +$18.1K +1,048 +3%
GHA
242
GW Henssler & Associates
Georgia
$704K +$10.8K +624 +2%
AG
243
Advisor Group
Arizona
$698K +$27.6K +1,600 +4%
CIAS
244
Capital Investment Advisory Services
North Carolina
$683K +$144K +8,304 +27%
Millennium Management
245
Millennium Management
New York
$678K -$150K -8,708 -18%
IFS
246
Ifrah Financial Services
Arkansas
$672K -$23.4K -1,352 -3%
GA
247
Gateway Advisory
New Jersey
$666K -$402K -23,220 -38%
AFP
248
Ausdal Financial Partners
Iowa
$653K +$108K +6,248 +20%
LCM
249
Liberty Capital Management
Michigan
$636K -$138 -8 -0%
LNB
250
Ledyard National Bank
$623K -$162K -9,356 -21%
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