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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

442 hedge funds and large institutions have $2.9B invested in Schwab U.S Small- Cap ETF in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 243 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
10.14%
Holding in Top 10
52
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.19%
New
46
Increased
243
Reduced
109
Closed
36
Calls
$498K
Puts
–
Net Calls
+$498K
Net Calls Change
+$428K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$134M
2
SEI Investments
SEI Investments
Pennsylvania
+$45.9M
3
PCA
Personal Capital Advisors
California
+$22.3M
4
Bank of America
Bank of America
North Carolina
+$18.2M
5
BWL
Bogart Wealth LLC
Virginia
+$8.88M

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$28.2M
2
Jane Street
Jane Street
New York
-$20.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.86M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.5M
5
BFG
Bouchey Financial Group
New York
-$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
276
Coldstream Capital Management
Washington
$476K +$23.1K +1,336 +5%
FNBT
277
FineMark National Bank & Trust
Florida
$473K +$11.4K +660 +2%
REMPR
278
Roof Eidam Maycock Peralta (REMP)
California
$471K +$471K +27,240 New
SG
279
StoneX Group
New York
$470K +$39.4K +2,284 +9%
Bank of New York Mellon
280
Bank of New York Mellon
New York
$464K +$87.6K +5,072 +23%
PAM
281
Pegasus Asset Management
New York
$455K +$27.9K +1,616 +7%
H
282
HoyleCohen
California
$455K +$90K +5,208 +25%
IRC
283
Investors Research Corp
Georgia
$445K +$445K +25,732 New
GC
284
Garde Capital
Washington
$444K +$66.4K +3,840 +18%
BRWA
285
B. Riley Wealth Advisors
Florida
$436K +$6.92K +400 +2%
WF
286
WealthTrust Fairport
Ohio
$436K +$54.9K +3,180 +14%
BL
287
BCWM LLC
Kansas
$426K -$60.1K -3,476 -12%
SIC
288
Sigma Investment Counselors
Michigan
$426K -$7.12K -412 -2%
BAM
289
Barrett Asset Management
New York
$423K – – –
PWM
290
Perigon Wealth Management
California
$412K +$124K +7,180 +43%
SWM
291
Stockman Wealth Management
Montana
$404K -$28.7K -1,660 -7%
SE
292
Summit Equities
New Jersey
$403K +$403K +23,340 New
GIA
293
GHP Investment Advisors
Colorado
$397K +$94.7K +5,472 +31%
FAAS
294
First Allied Advisory Services
California
$396K -$188K -10,940 -32%
PCM
295
Parsons Capital Management
Rhode Island
$389K +$19.7K +1,140 +5%
BCWM
296
Blue Chip Wealth Management
Florida
$388K +$388K +22,448 New
TIM
297
Tortoise Investment Management
New York
$380K +$54.7K +3,160 +17%
CIC
298
Carnegie Investment Counsel
Ohio
$367K +$38.9K +2,144 +12%
TIA
299
Tiemann Investment Advisors
California
$363K +$13.8K +800 +4%
SBA
300
Secrest Blakey & Associates
North Carolina
$357K -$90.2K -5,220 -20%
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