SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

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

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.36B
2
FMP
Financial Management Professionals
Texas
$36.2M
3
Ameriprise
Ameriprise
Minnesota
$49.8M
4
PCA
Personal Capital Advisors
California
$146M
5
FSA
Financial Services Advisory
Maryland
$11M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$227M
2
BWL
Bogart Wealth LLC
Virginia
$51K
3
TP
Truvvo Partners
New York
$0
4
QI
QS Investors
New York
$34.7M
5
DWM
Destination Wealth Management
California
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
426
Plante Moran Financial Advisors
Michigan
$40K – – –
GI
427
GS Investments
Minnesota
$37.7K -$5.15K -280 -12%
BCM
428
Blume Capital Management
California
$37K – – –
CCM
429
Covington Capital Management
California
$37K +$13.4K +720 +57%
RCAG
430
Rehmann Capital Advisory Group
Michigan
$36.6K – – –
William Blair & Company
431
William Blair & Company
Illinois
$36K +$13K +700 +57%
GBBWRPM
432
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$35K – – –
GWM
433
Geneos Wealth Management
Colorado
$35K – – –
GRP
434
Global Retirement Partners
California
$32K +$74 +4 +0.2%
PFBT
435
Parkside Financial Bank & Trust
Missouri
$32K +$8.61K +468 +37%
CAC
436
Certified Advisory Corp
Florida
$24K +$24K +1,320 New
CFC
437
Coyle Financial Counsel
Illinois
$24K +$24K +1,332 New
KTC
438
Kistler-Tiffany Companies
Pennsylvania
$23K – – –
VCM
439
Versant Capital Management
Arizona
$22K – – –
PFA
440
Pathway Financial Advisors
Vermont
$21K – – –
AWM
441
AllSquare Wealth Management
New York
$20K – – –
KFA
442
Kabarec Financial Advisors
Illinois
$19K – – –
LFG
443
LifePlan Financial Group
Ohio
$19K – – –
GI
444
Gradient Investments
Minnesota
$18K -$12.2K -656 -40%
Citigroup
445
Citigroup
New York
$17K -$8.13K -440 -32%
VCM
446
Vigilant Capital Management
Maine
$15K -$1.79K -100 -11%
TSW
447
Thompson Siegel & Walmsley
Virginia
$14K – – –
PCIA
448
Prime Capital Investment Advisors
Kansas
$13K +$13K +688 New
TCM
449
TD Capital Management
Tennessee
$12K – – –
PMG
450
ProVise Management Group
Florida
$11.2K +$1.85K +83,980 +20%
16 17
18
19 20