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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

596 hedge funds and large institutions have $3.83B invested in Schwab U.S Small- Cap ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
12.96%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
1.24%
New
49
Increased
298
Reduced
178
Closed
29
Calls
$472K
Puts
$2.24M
Net Calls
-$1.77M
Net Calls Change
-$209K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.47B
2
FMT
First Mercantile Trust
Tennessee
$41.5M
3
SEI Investments
SEI Investments
Pennsylvania
$249M
4
PCA
Personal Capital Advisors
California
$194M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$70.9M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$3.1M
2
Bank of America
Bank of America
North Carolina
$106M
3
AG
Appleton Group
Wisconsin
$418K
4
Jane Street
Jane Street
New York
$2.24M
5
PCM
Peak Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPWA
301
Beacon Pointe Wealth Advisors
California
$877K -$64.1K -3,616 -7%
SMG
302
Spectrum Management Group
Indiana
$872K – – –
APSI
303
Asset Planning Services Inc
Louisiana
$872K +$8.93K +500 +1%
BIA
304
Bigelow Investment Advisors
Maine
$864K -$104K -5,804 -11%
SAA
305
Southeast Asset Advisors
Georgia
$858K -$682K -38,180 -44%
AWA
306
Acorn Wealth Advisors
Michigan
$858K -$141K -8,084 -14%
DAS
307
Dynamic Advisor Solutions
Arizona
$855K +$106K +5,952 +14%
3C
308
361 Capital
Colorado
$823K +$54.6K +3,056 +7%
AIA
309
Armor Investment Advisors
North Carolina
$802K +$182K +10,172 +29%
WP
310
WealthPLAN Partners
Nebraska
$791K +$382K +21,900 +93%
SPC
311
Sigma Planning Corp
Michigan
$791K +$791K +44,276 New
PAM
312
Peak Asset Management
Colorado
$790K -$18.7K -1,048 -2%
FNBT
313
FineMark National Bank & Trust
Florida
$767K +$13.3K +744 +2%
EWM
314
Empirical Wealth Management
Washington
$764K +$91.1K +5,100 +14%
IFS
315
Ifrah Financial Services
Arkansas
$744K +$286 +16 +0%
H
316
HoyleCohen
California
$740K +$49.5K +2,772 +7%
MSWMA
317
Market Street Wealth Management Advisors
Indiana
$736K +$58.6K +3,208 +9%
LCM
318
Liberty Capital Management
Michigan
$721K +$4.36K +244 +0.6%
BJ
319
Brouwer & Janachowski
California
$718K -$2.58K -144 -0.4%
NEGWA
320
New England Guild Wealth Advisors
Connecticut
$698K +$9.51K +532 +1%
MWP
321
MYCIO Wealth Partners
Pennsylvania
$698K +$42.3K +2,368 +6%
TCM
322
Twele Capital Management
Minnesota
$697K +$17.8K +996 +3%
BF
323
BOK Financial
Oklahoma
$697K +$335K +18,728 +92%
WDL
324
Well Done LLC
Michigan
$693K – – –
BCWM
325
Blue Chip Wealth Management
Florida
$683K -$125K -7,012 -16%
11 12
13
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