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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 %
MWM
426
Marietta Wealth Management
Georgia
$301K -$381K -21,784 -56%
CWM
427
CCG Wealth Management
California
$297K -$41.6K -2,384 -12%
US Bancorp
428
US Bancorp
Minnesota
$292K -$384K -21,984 -57%
AA
429
Apriem Advisors
California
$292K -$6.02K -344 -2%
AWA
430
Arete Wealth Advisors
Illinois
$292K – – –
RI
431
Ridgewood Investments
New Jersey
$291K – – –
VBFP
432
Valtinson Bruner Financial Planning
Minnesota
$286K – – –
RPA
433
Rock Point Advisors
Vermont
$283K -$64K -3,668 -18%
BWL
434
Bogart Wealth LLC
Virginia
$282K +$223K +12,776 +378%
LJAC
435
L.J. Altfest & Co
New York
$279K +$279K +15,956 New
PWPS
436
Pinnacle Wealth Planning Services
Ohio
$278K +$278K +15,852 New
SFG
437
StrategIQ Financial Group
Indiana
$275K +$275K +15,712 New
IAA
438
Independent Advisor Alliance
North Carolina
$273K +$40K +2,284 +17%
Calamos Advisors
439
Calamos Advisors
Illinois
$272K -$50.8K -2,900 -16%
CAM
440
Carret Asset Management
New York
$268K – – –
BSW
441
Buckingham Strategic Wealth
Missouri
$266K +$266K +15,236 New
CWM
442
Cedar Wealth Management
California
$264K +$253K +14,432 +2,241%
W
443
Wealthquest
Ohio
$262K +$262K +15,036 New
WIC
444
Whitegate Investment Counselors
New Hampshire
$260K +$23.7K +1,356 +10%
DP
445
DDD Partners
Washington
$254K +$7.77K +444 +3%
AAS
446
Avantax Advisory Services
Texas
$253K +$253K +14,452 New
HFA
447
Huber Financial Advisors
Illinois
$253K +$253K +14,460 New
PNC Financial Services Group
448
PNC Financial Services Group
Pennsylvania
$251K +$68K +3,880 +37%
SCM
449
SOL Capital Management
Maryland
$251K +$251K +14,348 New
S
450
SignatureFD
Georgia
$249K +$7.78K +444 +3%
16 17
18
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