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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
$1.36B
2
FMP
Financial Management Professionals
Texas
$36.2M
3
Ameriprise
Ameriprise
Minnesota
$49.8M
4
PCA
Personal Capital Advisors
California
$146M
5
FSA
Financial Services Advisory
Maryland
$11M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$227M
2
BWL
Bogart Wealth LLC
Virginia
$51K
3
TP
Truvvo Partners
New York
$0
4
QI
QS Investors
New York
$34.7M
5
DWM
Destination Wealth Management
California
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
OPA
326
Old Port Advisors
Maine
$353K +$353K +19,188 New
SS
327
Simplicity Solutions
Minnesota
$347K +$11.7K +636 +3%
ECM
328
Evergreen Capital Management
Washington
$345K +$345K +18,740 New
AIM
329
AMI Investment Management
Indiana
$340K +$121K +6,604 +55%
PWW
330
Pettyjohn Wood & White
Virginia
$337K +$13.3K +720 +4%
OFG
331
Oxford Financial Group
Indiana
$335K +$810 +44 +0.2%
JWM
332
Janiczek Wealth Management
Colorado
$331K -$6.83K -372 -2%
PIM
333
Penobscot Investment Management
Massachusetts
$331K -$1.11K -60 -0.3%
EAM
334
Evanson Asset Management
California
$330K – – –
FG
335
Fiduciary Group
Georgia
$326K +$4.27K +232 +1%
WP
336
WealthPLAN Partners
Nebraska
$321K +$321K +17,428 New
S
337
SignatureFD
Georgia
$320K +$9.8K +532 +3%
JC
338
Jentner Corp
Ohio
$313K +$19.6K +1,068 +7%
CM
339
Cornerstone Management
Georgia
$310K – – –
AWA
340
Arete Wealth Advisors
Illinois
$309K +$309K +16,812 New
RI
341
Ridgewood Investments
New Jersey
$306K +$306K +16,644 New
CWM
342
Circle Wealth Management
New Jersey
$305K +$305K +16,604 New
DSC
343
Duncker Streett & Co
Missouri
$304K +$52.6K +2,856 +21%
CAM
344
Carret Asset Management
New York
$303K – – –
EWA
345
EP Wealth Advisors
California
$301K +$43K +2,340 +17%
CA
346
Cetera Advisors
Colorado
$297K +$15K +820 +5%
AWM
347
Altium Wealth Management
New York
$297K +$297K +16,136 New
DAM
348
Delta Asset Management
Tennessee
$294K -$297K -16,160 -50%
Calamos Advisors
349
Calamos Advisors
Illinois
$294K +$10.1K +548 +4%
PV
350
Private Vista
Illinois
$291K -$25.8K -1,400 -8%
12 13
14
15 16