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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

442 hedge funds and large institutions have $2.9B invested in Schwab U.S Small- Cap ETF in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 243 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
10.14%
Holding in Top 10
52
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.19%
New
46
Increased
243
Reduced
109
Closed
36
Calls
$498K
Puts
–
Net Calls
+$498K
Net Calls Change
+$428K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.22B
2
SEI Investments
SEI Investments
Pennsylvania
$223M
3
PCA
Personal Capital Advisors
California
$118M
4
Bank of America
Bank of America
North Carolina
$24.7M
5
BWL
Bogart Wealth LLC
Virginia
$9.55M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$2K
2
Jane Street
Jane Street
New York
$6.52M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$20.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
5
BFG
Bouchey Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
426
1834 Investment Advisors
Wisconsin
$8K +$8K +488 New
ME
427
McIlrath & Eck
Washington
$6K -$1.54K -84 -20%
HCM
428
Horrell Capital Management
Arkansas
$6K – – –
GWS
429
Glassman Wealth Services
Virginia
$5K – – –
KCPG
430
Kavar Capital Partners Group
Kansas
$4K +$4K +220 New
CFD
431
Creative Financial Designs
Indiana
$3K – – –
VIA
432
Vantage Investment Advisors
Pennsylvania
$3K +$789 +40 +36%
FMP
433
Financial Management Professionals
Texas
$2K -$28.2M -1,916,452 -100%
DSN
434
D. Scott Neal
Kentucky
$2K -$626K -42,580 -100%
CG
435
Cutler Group
California
$2K +$2K +144 New
FA
436
Fagan Associates
New York
$1.78K +$155 +8,944 +10%
SIM
437
Sonora Investment Management
Arizona
$1.73K – – –
VFA
438
Valeo Financial Advisors
Indiana
$1K -$21.6K -1,384 -96%
BCMIO
439
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
EWM
440
Edge Wealth Management
New York
$1K +$1K +8 New
GEA
441
Glen Eagle Advisors
New Jersey
$899 – – –
BFG
442
Bouchey Financial Group
New York
– -$5.37M -308,008 Closed
LCC
443
Lincoln Capital Corp
Rhode Island
– -$5.33M -305,764 Closed
VAS
444
Valicenti Advisory Services
New York
– -$2.64M -151,128 Closed
TSS
445
Two Sigma Securities
New York
– -$2.14M -122,692 Closed
BCM
446
Breiter Capital Management
Florida
– -$1.65M -94,584 Closed
SI
447
SII Investments
Wisconsin
– -$1.32M -75,556 Closed
VF
448
Virtu Financial
New York
– -$1.05M -60,396 Closed
PFA
449
Pinnacle Family Advisors
Missouri
– -$998K -57,248 Closed
SFS
450
Strategic Financial Services
New York
– -$823K -47,228 Closed
15 16 17
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