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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 %
Chevy Chase Trust
251
Chevy Chase Trust
Maryland
$1.27M -$9.58K -536 -0.7%
LFA
252
Landmark Financial Advisors
Kentucky
$1.26M +$155K +8,704 +14%
AC
253
Abbrea Capital
California
$1.26M -$15.1K -840 -1%
GCA
254
Genesee Capital Advisors
New York
$1.24M -$99.5K -5,572 -7%
YWP
255
YorkBridge Wealth Partners
New York
$1.22M +$61.8K +3,456 +5%
BA
256
Bristlecone Advisors
Washington
$1.22M +$161K +8,996 +15%
PAI
257
Pittenger & Anderson Inc
Nebraska
$1.22M +$255K +14,288 +26%
IRC
258
Investors Research Corp
Georgia
$1.2M +$60.2K +3,372 +5%
BAM
259
Berkshire Asset Management
Pennsylvania
$1.19M -$1.53M -85,568 -56%
DI
260
Diligent Investors
California
$1.18M +$1.18M +65,936 New
AIM
261
Aspen Investment Management
Michigan
$1.17M +$32.5K +1,816 +3%
LA
262
LVW Advisors
New York
$1.16M -$67K -3,748 -5%
JPMPWA
263
J.P. Morgan Private Wealth Advisors
California
$1.15M -$21.6K -1,208 -2%
PWMAG
264
Pinnacle Wealth Management Advisory Group
New Jersey
$1.15M -$12.2K -684 -1%
JHCP
265
Jackson Hole Capital Partners
Oklahoma
$1.14M – – –
HA
266
Harborview Advisors
Maine
$1.13M +$18.2K +1,016 +2%
PAM
267
Palisade Asset Management
Minnesota
$1.13M +$20K +1,120 +2%
Cetera Investment Advisers
268
Cetera Investment Advisers
Illinois
$1.13M +$49.8K +2,784 +5%
AAIM
269
Asset Advisors Investment Management
Georgia
$1.12M +$42.1K +2,356 +4%
ECM
270
Evergreen Capital Management
Washington
$1.12M +$239K +13,360 +27%
WWM
271
Windsor Wealth Management
Indiana
$1.11M -$25.7K -1,432 -2%
AFP
272
Ausdal Financial Partners
Iowa
$1.08M +$122K +6,656 +13%
CA
273
Cambridge Advisors
Nebraska
$1.08M +$111K +6,192 +11%
SWA
274
Stratos Wealth Advisors
Ohio
$1.07M +$533K +29,848 +100%
WCM
275
Wisconsin Capital Management
Wisconsin
$1.06M +$418K +23,400 +65%
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