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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

483 hedge funds and large institutions have $3.32B invested in Schwab U.S Small- Cap ETF in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 247 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+41
Holders Change %
+9.28%
% of All Funds
11.07%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
1.33%
New
62
Increased
247
Reduced
110
Closed
17
Calls
$853K
Puts
$500K
Net Calls
+$353K
Net Calls Change
-$145K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.36B
2
FMP
Financial Management Professionals
Texas
$36.2M
3
Ameriprise
Ameriprise
Minnesota
$49.8M
4
PCA
Personal Capital Advisors
California
$146M
5
FSA
Financial Services Advisory
Maryland
$11M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$227M
2
BWL
Bogart Wealth LLC
Virginia
$51K
3
TP
Truvvo Partners
New York
$0
4
QI
QS Investors
New York
$34.7M
5
DWM
Destination Wealth Management
California
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
251
GW Henssler & Associates
Georgia
$771K +$22.1K +1,204 +3%
RC
252
Roundview Capital
New Jersey
$765K +$170K +9,244 +29%
RCA
253
Rowland Carmichael Advisors
Arizona
$746K -$5.37K -292 -0.7%
DAS
254
Dynamic Advisor Solutions
Arizona
$746K +$368K +19,980 +97%
F
255
F3Logic
Minnesota
$738K -$542K -29,544 -42%
CIAS
256
Capital Investment Advisory Services
North Carolina
$728K +$1.33K +72 +0.2%
GC
257
Garde Capital
Washington
$726K +$254K +13,824 +54%
CCM
258
Coldstream Capital Management
Washington
$718K +$211K +11,464 +42%
WDL
259
Well Done LLC
Michigan
$713K -$148K -8,040 -17%
BCM
260
Boltwood Capital Management
California
$713K +$87.5K +4,760 +14%
MWM
261
Mission Wealth Management
California
$704K +$113K +6,136 +19%
PFC
262
Phocas Financial Corp
California
$698K -$728K – –
TFS
263
TrustCore Financial Services
Tennessee
$696K +$187K +10,148 +37%
FCI
264
Financial Counselors Inc
Kansas
$695K -$192K -10,440 -22%
IFS
265
Ifrah Financial Services
Arkansas
$687K -$28.2K -1,532 -4%
MWP
266
MYCIO Wealth Partners
Pennsylvania
$665K +$10.1K +552 +2%
SG
267
Somerset Group
Minnesota
$664K +$79.6K +4,328 +14%
NCM
268
Northwest Capital Management
Oregon
$654K +$2.87K +156 +0.4%
CWM
269
Cornerstone Wealth Management
Missouri
$648K +$648K +191,756 New
BJ
270
Brouwer & Janachowski
California
$645K -$243K -13,200 -27%
WPA
271
West Paces Advisors
Georgia
$632K – – –
GCA
272
Gradient Capital Advisors
California
$629K +$25.5K +1,388 +4%
IRC
273
Investors Research Corp
Georgia
$629K +$156K +8,464 +33%
MCM
274
Mitchell Capital Management
Kansas
$625K +$14.6K +796 +2%
PSF
275
Pacific Sun Financial
California
$625K +$15.9K +840 +3%
9 10
11
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