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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
+$134M
2
SEI Investments
SEI Investments
Pennsylvania
+$45.9M
3
PCA
Personal Capital Advisors
California
+$22.3M
4
Bank of America
Bank of America
North Carolina
+$18.2M
5
BWL
Bogart Wealth LLC
Virginia
+$8.88M

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$28.2M
2
Jane Street
Jane Street
New York
-$20.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.86M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.5M
5
BFG
Bouchey Financial Group
New York
-$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
326
Carret Asset Management
New York
$285K +$6.23K +360 +2%
W
327
Wealthfront
California
$280K -$14.2K -820 -5%
JC
328
Jentner Corp
Ohio
$276K +$44.2K +2,556 +19%
LFG
329
Larson Financial Group
Missouri
$274K -$111K -6,408 -29%
CA
330
Cetera Advisors
Colorado
$268K +$13K +748 +5%
BCP
331
Blackhawk Capital Partners
Wisconsin
$267K -$3.13M -181,328 -92%
Calamos Advisors
332
Calamos Advisors
Illinois
$267K +$5.47K +316 +2%
SAM
333
Sawgrass Asset Management
Florida
$266K +$1.52K +88 +0.6%
EWM
334
Empirical Wealth Management
Washington
$264K +$264K +15,276 New
HCM
335
Hengehold Capital Management
Ohio
$263K +$484 +28 +0.2%
CCM
336
Carlson Capital Management
Minnesota
$259K +$2.35K +136 +0.9%
CAM
337
Cubic Asset Management
Massachusetts
$259K +$6.91K +400 +3%
HWA
338
Heritage Way Advisors
Illinois
$258K +$26.4K +1,524 +11%
CIR
339
Clear Investment Research
Georgia
$255K – – –
CA
340
Continuum Advisory
Idaho
$254K -$22.2K -1,284 -8%
FWCM
341
Ferguson Wellman Capital Management
Oregon
$246K -$27K -1,560 -10%
EWA
342
EP Wealth Advisors
California
$243K -$62.3K -3,600 -20%
DSC
343
Duncker Streett & Co
Missouri
$236K +$51.5K +2,980 +28%
Stifel Financial
344
Stifel Financial
Missouri
$235K -$940K -54,256 -80%
NEGWA
345
New England Guild Wealth Advisors
Connecticut
$228K +$69 +4 +0%
DT
346
Diversified Trust
Tennessee
$225K +$225K +13,000 New
CF
347
Centaurus Financial
California
$214K +$214K +12,372 New
Fidelity Investments
348
Fidelity Investments
Massachusetts
$207K -$22.9K -1,320 -10%
FNBOMD
349
First National Bank of Mount Dora
Florida
$207K – – –
PCP
350
Proficio Capital Partners
Massachusetts
$207K – – –
12 13
14
15 16