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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 %
BRWA
276
B. Riley Wealth Advisors
Florida
$618K +$154K +8,344 +33%
GA
277
Gateway Advisory
New Jersey
$613K -$95.3K -5,184 -13%
TCM
278
Twele Capital Management
Minnesota
$609K +$19.8K +1,076 +3%
BCWM
279
Blue Chip Wealth Management
Florida
$600K +$187K +10,184 +45%
AIM
280
Avity Investment Management
Connecticut
$596K – – –
VCP
281
Vista Capital Partners
Oregon
$594K -$16.6K -904 -3%
Northern Trust
282
Northern Trust
Illinois
$588K – – –
LYV
283
Live Your Vision
Pennsylvania
$586K +$26.3K +1,396 +5%
SFSG
284
Stearns Financial Services Group
North Carolina
$575K -$1M -54,440 -64%
MML Investors Services
285
MML Investors Services
Massachusetts
$568K +$229K +12,484 +68%
Bank of New York Mellon
286
Bank of New York Mellon
New York
$561K +$67.6K +3,676 +14%
BMM
287
Buffington Mohr McNeal
Idaho
$554K +$10.1K +548 +2%
WIA
288
Wealthstreet Investment Advisors
Texas
$544K – – –
BPM
289
Bowling Portfolio Management
Ohio
$543K -$11.9K -648 -2%
SG
290
StoneX Group
New York
$539K +$38.7K +2,108 +8%
H
291
HoyleCohen
California
$538K +$53.3K +2,896 +11%
AIA
292
Armor Investment Advisors
North Carolina
$535K +$17.1K +928 +3%
BA
293
Bristlecone Advisors
Washington
$531K – – –
PWM
294
Perigon Wealth Management
California
$509K +$70.4K +3,828 +16%
REMPR
295
Roof Eidam Maycock Peralta (REMP)
California
$505K +$3.68K +200 +0.7%
WF
296
WealthTrust Fairport
Ohio
$498K +$33.6K +1,828 +7%
FNBT
297
FineMark National Bank & Trust
Florida
$492K -$10.9K -592 -2%
PAM
298
Pegasus Asset Management
New York
$492K +$7.88K +428 +2%
SIC
299
Sigma Investment Counselors
Michigan
$488K +$33.9K +1,844 +7%
LNB
300
Ledyard National Bank
$472K -$191K -10,404 -29%
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