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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

596 hedge funds and large institutions have $3.83B invested in Schwab U.S Small- Cap ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
12.96%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
1.24%
New
49
Increased
298
Reduced
178
Closed
29
Calls
$472K
Puts
$2.24M
Net Calls
-$1.77M
Net Calls Change
-$209K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.47B
2
FMT
First Mercantile Trust
Tennessee
$41.5M
3
SEI Investments
SEI Investments
Pennsylvania
$249M
4
PCA
Personal Capital Advisors
California
$194M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$70.9M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$3.1M
2
Bank of America
Bank of America
North Carolina
$106M
3
AG
Appleton Group
Wisconsin
$418K
4
Jane Street
Jane Street
New York
$2.24M
5
PCM
Peak Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
401
Tiemann Investment Advisors
California
$392K +$8.44K +472 +2%
Bank of New York Mellon
402
Bank of New York Mellon
New York
$390K -$41.9K -2,344 -10%
OPA
403
Old Port Advisors
Maine
$383K +$14.9K +828 +4%
CWM
404
Cedar Wealth Management
California
$379K +$110K +6,148 +41%
PSG
405
Planning Solutions Group
Maryland
$378K +$1K +56 +0.3%
APA
406
American Portfolios Advisors
New York
$378K +$35.7K +1,996 +10%
AIP
407
Almanack Investment Partners
Pennsylvania
$360K -$21.2K -1,184 -6%
SSB
408
Sandy Spring Bank
Maryland
$350K +$14.8K +828 +4%
PV
409
Private Vista
Illinois
$349K -$55K -3,080 -14%
LSAG
410
Lake Street Advisors Group
New Hampshire
$349K +$126K +7,068 +57%
HWA
411
Heritage Way Advisors
Illinois
$347K +$21.2K +1,188 +7%
RCA
412
Rowland Carmichael Advisors
Arizona
$346K -$4.37K -244 -1%
MCM
413
Manchester Capital Management
Vermont
$343K – – –
A
414
AdvicePeriod
California
$341K +$341K +19,080 New
CCFM
415
Clear Creek Financial Management
Washington
$337K +$337K +18,800 New
FRA
416
Front Row Advisors
California
$336K -$13.3K -740 -4%
CIM
417
Contravisory Investment Management
Massachusetts
$336K – – –
AFA
418
American Financial Advisors
Georgia
$335K +$23.1K +1,292 +7%
ZB
419
Zions Bancorporation
Utah
$332K – – –
OFG
420
Oxford Financial Group
Indiana
$332K +$716 +40 +0.2%
PIM
421
Penobscot Investment Management
Massachusetts
$328K -$15.7K -880 -5%
PAM
422
Premier Asset Management
Illinois
$325K -$2.86K -160 -0.9%
EWA
423
EP Wealth Advisors
California
$321K -$46.8K -2,620 -13%
GIA
424
Gladstone Institutional Advisory
Florida
$320K +$98.3K +5,504 +44%
SS
425
Simplicity Solutions
Minnesota
$318K +$318K +17,824 New
15 16
17
18 19