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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
+$61.9M
2
FMP
Financial Management Professionals
Texas
+$36.2M
3
Ameriprise
Ameriprise
Minnesota
+$26.7M
4
PCA
Personal Capital Advisors
California
+$20.7M
5
FSA
Financial Services Advisory
Maryland
+$11M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$10.3M
2
BWL
Bogart Wealth LLC
Virginia
-$9.84M
3
TP
Truvvo Partners
New York
-$6.69M
4
QI
QS Investors
New York
-$3.43M
5
DWM
Destination Wealth Management
California
-$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
301
Empirical Wealth Management
Washington
$454K +$173K +9,412 +62%
BAM
302
Barrett Asset Management
New York
$450K – – –
BL
303
BCWM LLC
Kansas
$443K -$10.1K -552 -2%
PAM
304
Premier Asset Management
Illinois
$438K -$995K -54,160 -69%
PAM
305
Peak Asset Management
Colorado
$434K +$61K +3,320 +16%
SWM
306
Stockman Wealth Management
Montana
$430K – – –
TIM
307
Tortoise Investment Management
New York
$430K +$26.1K +1,420 +6%
CCA
308
Clearwater Capital Advisors
Illinois
$430K +$84K +4,564 +24%
PCM
309
Parsons Capital Management
Rhode Island
$426K +$12.9K +700 +3%
CIC
310
Carnegie Investment Counsel
Ohio
$420K +$35.2K +1,852 +9%
GIA
311
GHP Investment Advisors
Colorado
$419K -$2.72K -148 -0.6%
SDWMA
312
Schneider Downs Wealth Management Advisors
Pennsylvania
$419K +$74.8K +4,072 +22%
NIM
313
Nicollet Investment Management
Minnesota
$408K +$408K +22,172 New
SE
314
Summit Equities
New Jersey
$404K -$25.5K -1,388 -6%
SGCA
315
Steel Grove Capital Advisors
Tennessee
$395K +$395K +21,456 New
SBA
316
Secrest Blakey & Associates
North Carolina
$393K +$13.2K +716 +3%
Stifel Financial
317
Stifel Financial
Missouri
$393K +$143K +7,732 +57%
TIA
318
Tiemann Investment Advisors
California
$386K – – –
VDFA
319
Vickerman & Driscoll Financial Advisors
Washington
$381K -$601K -32,700 -61%
HB
320
Homrich & Berg
Georgia
$374K +$6.41K +348 +2%
LFS
321
Legacy Financial Strategies
Kansas
$374K +$31.9K +1,732 +9%
CHJWM
322
Carlton Hofferkamp & Jenks Wealth Management
Texas
$369K +$53.6K +2,880 +17%
OCM
323
Orser Capital Management
Texas
$360K +$360K +19,020 New
RPA
324
Rock Point Advisors
Vermont
$359K -$1.47K -80 -0.4%
MCM
325
Manchester Capital Management
Vermont
$353K – – –
11 12
13
14 15