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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 %
ACM
401
Avalon Capital Management
California
$344K +$344K +19,704 New
RCA
402
Rowland Carmichael Advisors
Arizona
$342K -$441K -25,244 -56%
FRA
403
Front Row Advisors
California
$340K +$70 +4 +0%
PWW
404
Pettyjohn Wood & White
Virginia
$338K +$9.8K +560 +3%
MCM
405
Manchester Capital Management
Vermont
$336K – – –
PIM
406
Penobscot Investment Management
Massachusetts
$336K +$16.9K +968 +5%
APA
407
American Portfolios Advisors
New York
$334K +$147K +8,432 +79%
SWM
408
Segment Wealth Management
Texas
$328K +$24K +1,372 +8%
SSB
409
Sandy Spring Bank
Maryland
$328K +$232K +13,256 +241%
CIM
410
Contravisory Investment Management
Massachusetts
$328K +$328K +18,784 New
OFG
411
Oxford Financial Group
Indiana
$324K -$73.8K -4,220 -19%
ZB
412
Zions Bancorporation
Utah
$324K +$324K +18,552 New
PFM
413
Peak Financial Management
Massachusetts
$322K +$322K +18,396 New
PAM
414
Premier Asset Management
Illinois
$321K +$350 +20 +0.1%
RFA
415
Reilly Financial Advisors
California
$320K +$31K +1,772 +11%
HWA
416
Heritage Way Advisors
Illinois
$319K +$22.2K +1,268 +7%
SRC
417
Sage Rhino Capital
California
$318K +$318K +18,200 New
HB
418
Homrich & Berg
Georgia
$314K +$314K +17,936 New
SP
419
Successful Portfolios
Florida
$313K +$29.1K +1,660 +10%
HCIA
420
Hochman Cole Investment Advisors
Illinois
$311K +$80.1K +4,580 +35%
FG
421
Fiduciary Group
Georgia
$308K -$10.8K -616 -3%
TWA
422
TCI Wealth Advisors
Arizona
$307K +$201K +11,508 +189%
SBA
423
Secrest Blakey & Associates
North Carolina
$306K -$36.2K -2,072 -11%
AFA
424
American Financial Advisors
Georgia
$305K +$4.05K +232 +1%
CPIG
425
Chicago Partners Investment Group
Illinois
$302K +$302K +16,932 New
15 16
17
18 19