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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 %
CHJWM
376
Carlton Hofferkamp & Jenks Wealth Management
Texas
$413K -$18.7K -1,068 -4%
TSWM
377
Triangle Securities Wealth Management
North Carolina
$412K -$16.7K -952 -4%
BL
378
BCWM LLC
Kansas
$409K +$21.8K +1,248 +6%
JC
379
Jentner Corp
Ohio
$405K +$20.6K +1,180 +5%
Fidelity Investments
380
Fidelity Investments
Massachusetts
$400K +$127K +7,272 +46%
DWT
381
Dorsey & Whitney Trust
South Dakota
$400K +$400K +22,900 New
HI
382
Human Investing
Oregon
$398K +$16.8K +964 +4%
PV
383
Private Vista
Illinois
$395K -$170K -9,716 -30%
PCM
384
Parsons Capital Management
Rhode Island
$389K +$15.9K +908 +4%
ATPW
385
Ashton Thomas Private Wealth
Arizona
$383K +$383K +21,884 New
TIA
386
Tiemann Investment Advisors
California
$375K +$700 +40 +0.2%
APP
387
Avantax Planning Partners
Iowa
$374K -$1.38M -79,004 -79%
Northern Trust
388
Northern Trust
Illinois
$372K +$67.4K +3,860 +22%
AIP
389
Almanack Investment Partners
Pennsylvania
$371K +$26.7K +1,528 +8%
PSG
390
Planning Solutions Group
Maryland
$369K – – –
CIR
391
Clear Investment Research
Georgia
$367K +$13.5K +772 +4%
NGA
392
Naples Global Advisors
Florida
$362K +$75.8K +4,340 +26%
BCP
393
Blackhawk Capital Partners
Wisconsin
$361K -$1.77M -101,048 -83%
Lido Advisors
394
Lido Advisors
California
$361K +$361K +20,688 New
EWA
395
EP Wealth Advisors
California
$360K -$19.9K -1,136 -5%
LWANC
396
Laurel Wealth Advisors (North Carolina)
North Carolina
$360K +$53.4K +3,060 +17%
SGCA
397
Steel Grove Capital Advisors
Tennessee
$359K -$20K -1,144 -5%
OPA
398
Old Port Advisors
Maine
$358K +$70 +4 +0%
Stifel Financial
399
Stifel Financial
Missouri
$355K +$70.6K +4,032 +25%
BF
400
BOK Financial
Oklahoma
$354K +$354K +20,256 New
14 15
16
17 18