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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

584 hedge funds and large institutions have $3.6B invested in Schwab U.S Small- Cap ETF in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 281 increasing their positions, 166 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.66%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
1.26%
New
78
Increased
281
Reduced
166
Closed
46
Calls
$657K
Puts
$2.21M
Net Calls
-$1.56M
Net Calls Change
-$1.71M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$114M
2
Bank of America
Bank of America
North Carolina
+$87M
3
PCA
Personal Capital Advisors
California
+$35.2M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
+$18.1M
5
Mariner
Mariner
Kansas
+$7.05M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$28M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$18.5M
3
PFG
Piershale Financial Group
Illinois
-$14.8M
4
QI
QS Investors
New York
-$13.1M
5
TCM
Tradewinds Capital Management
Washington
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
226
Ironwood Financial
Arizona
$1.38M +$49.5K +2,832 +4%
FBB
227
Fulton Breakefield Broenniman
Maryland
$1.37M +$83.8K +4,792 +7%
CCM
228
Condor Capital Management
New Jersey
$1.36M +$8.81K +504 +0.7%
NIM
229
Nicollet Investment Management
Minnesota
$1.36M +$881K +50,400 +185%
GSIS
230
Global Strategic Investment Solutions
Arizona
$1.35M +$442K +25,304 +49%
PWSG
231
Pacific Wealth Strategies Group
California
$1.35M -$4.69K -268 -0.3%
BlackRock
232
BlackRock
New York
$1.34M -$169K -9,668 -11%
MAS
233
Managed Account Services
Florida
$1.34M +$28.2K +1,568 +2%
MIAN
234
Mariner Independent Advisor Network
Kansas
$1.34M -$35.4K -2,008 -3%
LFS
235
Lutz Financial Services
Nebraska
$1.34M +$5.52K +316 +0.4%
TLP
236
Trinity Legacy Partners
Texas
$1.33M +$644K +36,844 +94%
BP
237
Broadleaf Partners
Ohio
$1.32M +$29.1K +1,664 +2%
GCA
238
Genesee Capital Advisors
New York
$1.31M +$157K +8,956 +14%
Chevy Chase Trust
239
Chevy Chase Trust
Maryland
$1.3M -$180K -9,912 -12%
SCM
240
Stordahl Capital Management
Colorado
$1.28M +$344K +19,136 +37%
SFS
241
Strategic Financial Services
New York
$1.28M +$445K +25,432 +53%
UBS AM
242
UBS AM
Illinois
$1.28M -$128K -7,320 -9%
IA
243
IndexIQ Advisors
New York
$1.27M +$650K +37,172 +105%
CAN
244
Cetera Advisor Networks
California
$1.26M +$154K +8,808 +14%
ML
245
McAdam LLC
Pennsylvania
$1.25M -$4.34K -248 -0.3%
RCA
246
Reitz Capital Advisors
Michigan
$1.25M -$531K -30,388 -30%
DCM
247
DeGreen Capital Management
Arizona
$1.25M -$198K -11,316 -14%
WA
248
WBH Advisory
Maryland
$1.25M +$77.9K +4,456 +7%
AC
249
Abbrea Capital
California
$1.24M +$5.94K +340 +0.5%
VAS
250
Valicenti Advisory Services
New York
$1.24M +$61.3K +3,508 +5%
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