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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

584 hedge funds and large institutions have $3.6B invested in Schwab U.S Small- Cap ETF in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 281 increasing their positions, 166 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.66%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
1.26%
New
78
Increased
281
Reduced
166
Closed
46
Calls
$657K
Puts
$2.21M
Net Calls
-$1.56M
Net Calls Change
-$1.71M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$114M
2
Bank of America
Bank of America
North Carolina
+$87M
3
PCA
Personal Capital Advisors
California
+$35.2M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
+$18.1M
5
Mariner
Mariner
Kansas
+$7.05M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$28M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$18.5M
3
PFG
Piershale Financial Group
Illinois
-$14.8M
4
QI
QS Investors
New York
-$13.1M
5
TCM
Tradewinds Capital Management
Washington
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSI
301
Asset Planning Services Inc
Louisiana
$845K -$19.2K -1,100 -2%
PAM
302
Peak Asset Management
Colorado
$792K +$9.1K +520 +1%
GHA
303
GW Henssler & Associates
Georgia
$791K -$21.6K -1,236 -3%
BCWM
304
Blue Chip Wealth Management
Florida
$790K +$31.4K +1,800 +4%
DSC
305
Duncker Streett & Co
Missouri
$782K +$216K +12,356 +38%
PWMG
306
Prestige Wealth Management Group
New Jersey
$752K +$45.8K +2,620 +6%
3C
307
361 Capital
Colorado
$751K +$91.6K +5,244 +14%
CA
308
Capital Advantage
California
$742K -$91K -5,208 -11%
FNBT
309
FineMark National Bank & Trust
Florida
$737K -$190K -10,880 -21%
DAS
310
Dynamic Advisor Solutions
Arizona
$733K +$115K +6,564 +19%
IFS
311
Ifrah Financial Services
Arkansas
$728K +$17K +972 +2%
SFSG
312
Stearns Financial Services Group
North Carolina
$728K +$205K +11,720 +39%
Renaissance Technologies
313
Renaissance Technologies
New York
$713K +$713K +40,800 New
CIAS
314
Capital Investment Advisory Services
North Carolina
$706K +$31.1K +1,780 +5%
BJ
315
Brouwer & Janachowski
California
$704K +$35.2K +2,016 +5%
LCM
316
Liberty Capital Management
Michigan
$701K +$2.24K +128 +0.3%
FPCG
317
Fort Pitt Capital Group
Pennsylvania
$681K -$793K -45,360 -54%
WDL
318
Well Done LLC
Michigan
$678K – – –
H
319
HoyleCohen
California
$676K +$101K +5,800 +18%
DWM
320
Destination Wealth Management
California
$675K -$222K -12,680 -25%
NEGWA
321
New England Guild Wealth Advisors
Connecticut
$673K +$77.5K +4,436 +13%
Jones Financial Companies
322
Jones Financial Companies
Missouri
$668K -$39K -2,228 -6%
BRWA
323
B. Riley Wealth Advisors
Florida
$667K +$82.5K +4,712 +14%
TCM
324
Twele Capital Management
Minnesota
$664K +$52.2K +2,984 +9%
EWM
325
Empirical Wealth Management
Washington
$658K -$47K -2,688 -7%
11 12
13
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