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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 %
MF
326
Manchester Financial
California
$658K +$80.7K +4,612 +14%
PFC
327
Phocas Financial Corp
California
$655K -$568K – –
MSWMA
328
Market Street Wealth Management Advisors
Indiana
$648K +$143K +8,196 +28%
MCM
329
Maxim Capital Management
California
$643K -$8.53K -488 -1%
MWP
330
MYCIO Wealth Partners
Pennsylvania
$642K +$12.2K +700 +2%
SG
331
StoneX Group
New York
$639K +$81.1K +4,636 +15%
WCM
332
Wisconsin Capital Management
Wisconsin
$629K – – –
FWM
333
Frontier Wealth Management
Missouri
$615K +$37.7K +2,160 +7%
OC
334
Oarsman Capital
Wisconsin
$610K -$273K -15,616 -31%
BAM
335
Barrett Asset Management
New York
$608K +$186K +10,632 +44%
AIA
336
Armor Investment Advisors
North Carolina
$606K +$19.9K +1,140 +3%
CP
337
Camelot Portfolios
Ohio
$595K +$269K +15,384 +82%
G
338
Gainplan
Michigan
$584K +$584K +33,392 New
SIC
339
Sigma Investment Counselors
Michigan
$582K +$40.4K +2,312 +7%
JWM
340
Janiczek Wealth Management
Colorado
$576K +$24.7K +1,412 +4%
VHAM
341
Van Hulzen Asset Management
California
$574K +$28.6K +1,636 +5%
BCM
342
Boltwood Capital Management
California
$548K -$191K -10,912 -26%
CIC
343
Carnegie Investment Counsel
Ohio
$548K +$99.3K +5,676 +22%
EAM
344
Evanson Asset Management
California
$545K +$229K +13,072 +72%
F
345
F3Logic
Minnesota
$537K -$70.1K -4,004 -12%
WIA
346
Wealthstreet Investment Advisors
Texas
$536K -$26.2K -1,500 -5%
EGWAG
347
Elwood & Goetz Wealth Advisory Group
Georgia
$526K -$197K -11,288 -27%
SWA
348
Stratos Wealth Advisors
Ohio
$523K +$523K +29,944 New
BMM
349
Buffington Mohr McNeal
Idaho
$522K -$1.19K -68 -0.2%
Millennium Management
350
Millennium Management
New York
$522K +$522K +29,860 New
12 13
14
15 16