SCHA icon

Schwab U.S Small- Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
401
Simon Quick Advisors
New Jersey
$151K +$1.39K +76 +0.9%
CPIG
402
Chicago Partners Investment Group
Illinois
$150K +$37.6K +2,044 +33%
JPMorgan Chase & Co
403
JPMorgan Chase & Co
New York
$147K +$147K +8,000 New
APSP
404
Asset Planning Services (Pennsylvania)
Pennsylvania
$138K
SFSIG
405
San Francisco Sentry Investment Group
California
$124K
AssetMark Inc
406
AssetMark Inc
California
$119K
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$114K +$22.2K +1,204 +24%
PAI
408
Pittenger & Anderson Inc
Nebraska
$109K +$24.8K +1,352 +30%
BFEC
409
Benjamin F. Edwards & Company
Missouri
$107K +$6.49K +352 +6%
SSB
410
Sandy Spring Bank
Maryland
$105K -$4.77K -260 -4%
KJWM
411
Kiley Juergens Wealth Management
Washington
$93K +$93K +5,092 New
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$92K
CDIA
413
Capital Directions Investment Advisors
Georgia
$89K -$43K -2,332 -33%
TWA
414
TCI Wealth Advisors
Arizona
$67K +$2.72K +148 +4%
RFA
415
Reilly Financial Advisors
California
$65K
PO
416
Private Ocean
California
$62K -$72.9K -3,972 -54%
TL
417
TrueWealth LLC
Georgia
$62K
WTC
418
WhitTier Trust Company
Nevada
$62K +$20.3K +1,096 +49%
WAP
419
Wealthcare Advisory Partners
Pennsylvania
$54K
BWL
420
Bogart Wealth LLC
Virginia
$51K -$9.84M -544,656 -99%
CWA
421
Clarus Wealth Advisors
Arizona
$49K +$49K +2,836 New
WEC
422
Winslow Evans & Crocker
Massachusetts
$48K
WWM
423
Wagner Wealth Management
South Carolina
$47K
SWP
424
Strategic Wealth Partners
Ohio
$40K
WTB
425
Washington Trust Bank
Washington
$40K