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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
$1.22B
2
SEI Investments
SEI Investments
Pennsylvania
$223M
3
PCA
Personal Capital Advisors
California
$118M
4
Bank of America
Bank of America
North Carolina
$24.7M
5
BWL
Bogart Wealth LLC
Virginia
$9.55M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$2K
2
Jane Street
Jane Street
New York
$6.52M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$20.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
5
BFG
Bouchey Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
301
Dynamic Advisor Solutions
Arizona
$356K +$356K +20,576 New
PAM
302
Peak Asset Management
Colorado
$351K +$351K +20,284 New
HB
303
Homrich & Berg
Georgia
$345K -$9.4K -544 -3%
RPA
304
Rock Point Advisors
Vermont
$339K -$21.9K -1,264 -6%
MCM
305
Manchester Capital Management
Vermont
$332K -$59.6K -3,444 -15%
FIAS
306
FinTrust Investment Advisory Services
South Carolina
$326K -$71.2K -4,128 -18%
CCA
307
Clearwater Capital Advisors
Illinois
$325K +$7.68K +444 +2%
SDWMA
308
Schneider Downs Wealth Management Advisors
Pennsylvania
$324K +$324K +18,728 New
LWAC
309
Laurel Wealth Advisors (California)
California
$323K +$323K +18,708 New
LFS
310
Legacy Financial Strategies
Kansas
$321K -$41.3K -2,388 -11%
JWM
311
Janiczek Wealth Management
Colorado
$318K -$11.8K -684 -4%
MML Investors Services
312
MML Investors Services
Massachusetts
$318K +$75.9K +4,396 +31%
APA
313
American Portfolios Advisors
New York
$315K -$377K -21,808 -54%
SS
314
Simplicity Solutions
Minnesota
$315K -$109K -6,336 -26%
OFG
315
Oxford Financial Group
Indiana
$314K +$1.59K +92 +0.5%
PIM
316
Penobscot Investment Management
Massachusetts
$312K -$44.3K -2,560 -12%
EAM
317
Evanson Asset Management
California
$310K +$966 +56 +0.3%
PWW
318
Pettyjohn Wood & White
Virginia
$304K +$304K +17,576 New
FRA
319
Front Row Advisors
California
$303K +$10.5K +604 +4%
FG
320
Fiduciary Group
Georgia
$302K +$18.5K +1,072 +7%
DIA
321
Davidson Investment Advisors
Montana
$300K – – –
PV
322
Private Vista
Illinois
$297K +$5.94K +344 +2%
S
323
SignatureFD
Georgia
$291K -$18.1K -1,048 -6%
CM
324
Cornerstone Management
Georgia
$291K +$291K +16,836 New
CHJWM
325
Carlton Hofferkamp & Jenks Wealth Management
Texas
$289K +$72.4K +4,244 +33%
11 12
13
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