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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 %
LIA
376
LBMC Investment Advisors
Tennessee
$236K +$236K +12,852 New
Fidelity Investments
377
Fidelity Investments
Massachusetts
$232K +$11.7K +636 +5%
BFM
378
Broadview Financial Management
Wisconsin
$229K +$229K +12,428 New
NGA
379
Naples Global Advisors
Florida
$229K +$229K +12,452 New
SEIA
380
Signature Estate & Investment Advisors
California
$226K -$968K -52,596 -81%
LAIC
381
Lederer & Associates Investment Counsel
California
$224K +$224K +12,160 New
FWM
382
Frontier Wealth Management
Missouri
$224K +$224K +12,204 New
W
383
Wealthfront
California
$223K -$74.5K -4,052 -25%
SCA
384
Stokes Capital Advisors
South Carolina
$222K +$222K +12,068 New
Thrivent Financial for Lutherans
385
Thrivent Financial for Lutherans
Minnesota
$221K – – –
FNBOMD
386
First National Bank of Mount Dora
Florida
$221K – – –
PCP
387
Proficio Capital Partners
Massachusetts
$221K – – –
CIA
388
Capital Investment Advisors
Georgia
$220K +$220K +11,940 New
Fisher Asset Management
389
Fisher Asset Management
Washington
$220K +$220K +11,976 New
STMM
390
South Texas Money Management
Texas
$211K -$3.91K -212 -2%
BWA
391
BDO Wealth Advisors
Florida
$206K +$65.9K +3,576 +47%
GWCM
392
Godshalk Welsh Capital Management
Pennsylvania
$206K +$206K +11,180 New
LJAC
393
L.J. Altfest & Co
New York
$206K +$206K +11,196 New
BIA
394
BHK Investment Advisors
Alabama
$206K +$206K +11,200 New
WOC
395
West Oak Capital
California
$186K +$7.21K +392 +4%
WCM
396
Wealthcare Capital Management
Virginia
$182K – – –
PNC Financial Services Group
397
PNC Financial Services Group
Pennsylvania
$181K +$65.9K +3,592 +57%
RWA
398
River Wealth Advisors
Pennsylvania
$158K +$158K +8,608 New
BFC
399
Bedel Financial Consulting
Indiana
$155K +$17.4K +948 +13%
VFA
400
Valeo Financial Advisors
Indiana
$153K +$152K +8,064 +12,600%
14 15
16
17 18