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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 %
SF
351
Summit Financial
New Jersey
$542K +$22.7K +1,268 +4%
JC
352
Jentner Corp
Ohio
$542K +$128K +7,160 +31%
PAM
353
Pegasus Asset Management
New York
$538K +$40.3K +2,252 +8%
VCP
354
Vista Capital Partners
Oregon
$532K +$15.5K +868 +3%
PFBT
355
Parkside Financial Bank & Trust
Missouri
$530K -$1.36K -76 -0.3%
BMM
356
Buffington Mohr McNeal
Idaho
$520K -$13.2K -740 -2%
MCM
357
Mitchell Capital Management
Kansas
$519K +$2.07K +116 +0.4%
AI
358
Atria Investments
North Carolina
$515K -$593K -34,660 -54%
BPM
359
Bowling Portfolio Management
Ohio
$503K -$15.5K -868 -3%
SWM
360
Stockman Wealth Management
Montana
$502K -$13.3K -744 -3%
CIC
361
Carnegie Investment Counsel
Ohio
$500K -$59.6K -3,336 -11%
CWP
362
Capital Wealth Planning
Florida
$498K +$498K +27,868 New
F
363
F3Logic
Minnesota
$497K -$54.7K -3,044 -10%
RPG
364
Resource Planning Group
Georgia
$491K -$20.7K -1,160 -4%
CRC
365
Curi RMB Capital
Illinois
$488K – – –
AIM
366
Avity Investment Management
Connecticut
$482K -$32.2K -1,800 -6%
HI
367
Human Investing
Oregon
$482K +$74.5K +4,168 +18%
LWANC
368
Laurel Wealth Advisors (North Carolina)
North Carolina
$482K +$114K +6,360 +31%
MFG
369
MidWestOne Financial Group
Iowa
$482K +$482K +26,968 New
NCM
370
Northwest Capital Management
Oregon
$468K -$17.3K -968 -4%
NGA
371
Naples Global Advisors
Florida
$463K +$92.9K +5,200 +25%
LNB
372
Ledyard National Bank
$459K – – –
LB
373
Legacy Bridge
Iowa
$458K +$1.79K +100 +0.4%
CHJWM
374
Carlton Hofferkamp & Jenks Wealth Management
Texas
$458K +$35.7K +2,000 +8%
TFS
375
TrustCore Financial Services
Tennessee
$457K -$11.1K -624 -2%
13 14
15
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