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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 %
FANJ
251
Financial Architects (New Jersey)
New Jersey
$1.22M -$21.7K -1,244 -2%
LWMT
252
Legacy Wealth Management (Tennessee)
Tennessee
$1.22M +$75.9K +4,344 +7%
LA
253
LVW Advisors
New York
$1.2M +$38K +2,172 +3%
FA
254
FDx Advisors
Illinois
$1.19M -$79.4K -4,544 -6%
SC
255
Savant Capital
Illinois
$1.19M +$70.1K +4,008 +6%
WAM
256
Wakefield Asset Management
Colorado
$1.17M -$15.9K -908 -1%
JPMPWA
257
J.P. Morgan Private Wealth Advisors
California
$1.15M +$2.52K +144 +0.2%
PWMAG
258
Pinnacle Wealth Management Advisory Group
New Jersey
$1.14M +$18.1K +1,036 +2%
YWP
259
YorkBridge Wealth Partners
New York
$1.13M +$58.9K +3,368 +5%
AI
260
Atria Investments
North Carolina
$1.13M -$4.36M -249,240 -79%
HI
261
Hudock Inc
Pennsylvania
$1.13M +$66.8K +3,824 +6%
JHCP
262
Jackson Hole Capital Partners
Oklahoma
$1.11M – – –
IRC
263
Investors Research Corp
Georgia
$1.11M +$210K +11,980 +23%
AIM
264
Aspen Investment Management
Michigan
$1.11M +$11.3K +644 +1%
WF
265
WealthTrust Fairport
Ohio
$1.11M +$31.4K +1,796 +3%
WWM
266
Windsor Wealth Management
Indiana
$1.11M +$304K +17,372 +38%
BFPW
267
BOK Financial Private Wealth
Colorado
$1.1M -$71.6K -4,096 -6%
HA
268
Harborview Advisors
Maine
$1.09M +$13.7K +784 +1%
PAM
269
Palisade Asset Management
Minnesota
$1.08M – – –
LFA
270
Landmark Financial Advisors
Kentucky
$1.08M +$4.62K +264 +0.4%
LWAC
271
Laurel Wealth Advisors (California)
California
$1.06M +$196K +11,216 +23%
SGAM
272
Steinberg Global Asset Management
Florida
$1.06M -$48.3K -2,760 -4%
AAIM
273
Asset Advisors Investment Management
Georgia
$1.06M +$65.4K +3,740 +7%
Cetera Investment Advisers
274
Cetera Investment Advisers
Illinois
$1.05M -$474K -27,160 -31%
BA
275
Bristlecone Advisors
Washington
$1.04M +$531K +30,388 +105%
9 10
11
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