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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

596 hedge funds and large institutions have $3.83B invested in Schwab U.S Small- Cap ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
12.96%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
1.24%
New
49
Increased
298
Reduced
178
Closed
29
Calls
$472K
Puts
$2.24M
Net Calls
-$1.77M
Net Calls Change
-$209K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.47B
2
FMT
2
First Mercantile Trust
Tennessee
$41.5M
3
SEI Investments
3
SEI Investments
Pennsylvania
$249M
4
PCA
4
Personal Capital Advisors
California
$194M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$70.9M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$3.1M
2
Bank of America
2
Bank of America
North Carolina
$106M
3
AG
3
Appleton Group
Wisconsin
$418K
4
Jane Street
4
Jane Street
New York
$2.24M
5
PCM
5
Peak Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
226
FCA Corp
Texas
$1.52M +$25.9K +1,448 +2%
LWAC
227
Laurel Wealth Advisors (California)
California
$1.48M +$397K +22,212 +37%
MML Investors Services
228
MML Investors Services
Massachusetts
$1.47M +$286 +16 +0%
IF
229
Ironwood Financial
Arizona
$1.47M +$62.8K +3,512 +4%
NIM
230
Nicollet Investment Management
Minnesota
$1.46M +$70.1K +3,920 +5%
CAN
231
Cetera Advisor Networks
California
$1.46M +$165K +9,180 +13%
BP
232
Broadleaf Partners
Ohio
$1.46M +$105K +5,896 +8%
WA
233
WBH Advisory
Maryland
$1.43M +$155K +8,668 +12%
CCM
234
Condor Capital Management
New Jersey
$1.41M +$20.4K +1,140 +1%
KWM
235
Kingsview Wealth Management
Oregon
$1.4M -$467K -26,156 -25%
PWSG
236
Pacific Wealth Strategies Group
California
$1.39M +$17.3K +968 +1%
GSIS
237
Global Strategic Investment Solutions
Arizona
$1.38M +$357 +20 +0%
SFS
238
Strategic Financial Services
New York
$1.38M +$79.2K +4,432 +6%
BlackRock
239
BlackRock
New York
$1.38M +$10.6K +592 +0.8%
LFS
240
Lutz Financial Services
Nebraska
$1.37M +$1.5K +84 +0.1%
FBB
241
Fulton Breakefield Broenniman
Maryland
$1.37M -$32.1K -1,796 -2%
MAS
242
Managed Account Services
Florida
$1.37M +$20.5K +1,136 +2%
ACP
243
Arcus Capital Partners
Georgia
$1.36M +$1.36M +76,036 New
CG
244
Colony Group
Massachusetts
$1.35M +$1.11M +61,868 +457%
ML
245
McAdam LLC
Pennsylvania
$1.33M +$51.1K +2,860 +4%
HIC
246
Hartline Investment Corp
Illinois
$1.3M -$443K -24,808 -25%
TLP
247
Trinity Legacy Partners
Texas
$1.3M -$32.5K -1,860 -2%
SCM
248
Stordahl Capital Management
Colorado
$1.29M +$12.1K +672 +0.9%
VAS
249
Valicenti Advisory Services
New York
$1.28M +$7.72K +432 +0.6%
SC
250
Savant Capital
Illinois
$1.28M +$64.8K +3,624 +5%
8 9
10
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