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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 %
Jones Financial Companies
326
Jones Financial Companies
Missouri
$682K – – –
PFC
327
Phocas Financial Corp
California
$678K -$655K – –
MF
328
Manchester Financial
California
$676K +$4.07K +228 +0.6%
CIAS
329
Capital Investment Advisory Services
North Carolina
$661K -$59.2K -3,316 -8%
MCM
330
Maxim Capital Management
California
$660K +$2.29K +128 +0.3%
FWM
331
Frontier Wealth Management
Missouri
$658K +$29.1K +1,628 +5%
Lido Advisors
332
Lido Advisors
California
$658K +$288K +16,112 +78%
SG
333
StoneX Group
New York
$656K +$1.51K +84 +0.2%
FANJ
334
Financial Architects (New Jersey)
New Jersey
$650K -$592K -33,168 -48%
SIC
335
Sigma Investment Counselors
Michigan
$646K +$50.3K +2,816 +8%
KM
336
Kalos Management
Georgia
$645K +$645K +36,016 New
BAM
337
Barrett Asset Management
New York
$622K – – –
PSF
338
Pacific Sun Financial
California
$619K +$619K +34,620 New
DWM
339
Destination Wealth Management
California
$611K -$79.4K -4,440 -11%
VHAM
340
Van Hulzen Asset Management
California
$604K +$18.1K +1,012 +3%
BCM
341
Boltwood Capital Management
California
$600K +$40.7K +2,280 +7%
SFSG
342
Stearns Financial Services Group
North Carolina
$590K -$153K -8,572 -21%
OC
343
Oarsman Capital
Wisconsin
$577K -$46.6K -2,608 -7%
HCM
344
Hengehold Capital Management
Ohio
$577K +$49.3K +2,760 +9%
JWM
345
Janiczek Wealth Management
Colorado
$573K -$16.2K -908 -3%
LNC
346
Lincoln National Corp
Pennsylvania
$567K +$84.1K +4,708 +17%
WIA
347
Wealthstreet Investment Advisors
Texas
$555K +$7.15K +400 +1%
EGWAG
348
Elwood & Goetz Wealth Advisory Group
Georgia
$555K +$17.4K +976 +3%
SG
349
Somerset Group
Minnesota
$555K +$43.8K +2,448 +9%
RJA
350
Raymond James & Associates
Florida
$550K -$356K -19,932 -39%
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14
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