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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
$1.22B
2
SEI Investments
SEI Investments
Pennsylvania
$223M
3
PCA
Personal Capital Advisors
California
$118M
4
Bank of America
Bank of America
North Carolina
$24.7M
5
BWL
Bogart Wealth LLC
Virginia
$9.55M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$2K
2
Jane Street
Jane Street
New York
$6.52M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$20.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
5
BFG
Bouchey Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
376
Enterprise Financial Services Corp (EFSC)
Missouri
$86K – – –
PAI
377
Pittenger & Anderson Inc
Nebraska
$79K – – –
SP
378
SWS Partners
Ohio
$79K +$78.8K +4,692 +39,100%
IWM
379
IHT Wealth Management
Illinois
$71K – – –
RFA
380
Reilly Financial Advisors
California
$61K – – –
SC
381
Slow Capital
California
$61K +$61K +3,536 New
TWA
382
TCI Wealth Advisors
Arizona
$60K +$4.81K +280 +9%
FCAG
383
First Capital Advisors Group
New Jersey
$59K +$59K +3,392 New
TL
384
TrueWealth LLC
Georgia
$58K +$207 +12 +0.4%
IIC
385
Integrated Investment Consultants
Michigan
$52K +$52K +3,000 New
WAP
386
Wealthcare Advisory Partners
Pennsylvania
$51K +$12.2K +708 +31%
SPIA
387
Steward Partners Investment Advisory
New York
$47K +$29.9K +1,756 +175%
WEC
388
Winslow Evans & Crocker
Massachusetts
$44.9K -$3.32K -192 -7%
WWM
389
Wagner Wealth Management
South Carolina
$44K +$70 +4 +0.2%
Deutsche Bank
390
Deutsche Bank
Germany
$41K +$41K +2,400 New
GI
391
GS Investments
Minnesota
$40.2K -$8.3K -480 -17%
WTC
392
WhitTier Trust Company
Nevada
$39K +$18.2K +1,052 +88%
PMFA
393
Plante Moran Financial Advisors
Michigan
$38K +$69 +4 +0.2%
SWP
394
Strategic Wealth Partners
Ohio
$37K – – –
WTB
395
Washington Trust Bank
Washington
$37K +$37K +2,156 New
BCM
396
Blume Capital Management
California
$35K +$69 +4 +0.2%
RCAG
397
Rehmann Capital Advisory Group
Michigan
$34K +$34K +1,988 New
GWM
398
Geneos Wealth Management
Colorado
$33K -$68 -4 -0.2%
GBBWRPM
399
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$33K +$33K +1,920 New
GRP
400
Global Retirement Partners
California
$30K +$27.9K +1,616 +1,347%
14 15
16
17 18