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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 %
SBA
426
Secrest Blakey & Associates
North Carolina
$313K -$215 -12 -0.1%
FG
427
Fiduciary Group
Georgia
$312K -$2.21K -124 -0.7%
BSW
428
Buckingham Strategic Wealth
Missouri
$311K +$38.4K +2,148 +14%
CBFP
429
Cedar Brook Financial Partners
Ohio
$309K +$82.1K +4,592 +36%
AWA
430
Arete Wealth Advisors
Illinois
$308K +$8.8K +492 +3%
AAS
431
Avantax Advisory Services
Texas
$308K +$50K +2,800 +19%
CAMG
432
CWA Asset Management Group
Florida
$307K +$307K +17,152 New
SRC
433
Sage Rhino Capital
California
$304K -$20.8K -1,164 -6%
MMHP
434
Murphy Middleton Hinkle & Parker
Georgia
$304K +$59K +3,300 +24%
RPA
435
Rock Point Advisors
Vermont
$302K +$12.5K +700 +4%
SCM
436
SOL Capital Management
Maryland
$302K +$45.7K +2,560 +18%
SP
437
SWS Partners
Ohio
$300K +$300K +16,760 New
SP
438
Successful Portfolios
Florida
$299K -$20.9K -1,168 -7%
BWL
439
Bogart Wealth LLC
Virginia
$299K +$10.8K +608 +4%
HWA
440
Heritage Wealth Advisors
Virginia
$294K +$223K +12,460 +313%
CWM
441
CCG Wealth Management
California
$293K -$10.6K -592 -3%
VBFP
442
Valtinson Bruner Financial Planning
Minnesota
$293K – – –
AA
443
Apriem Advisors
California
$289K -$9.3K -520 -3%
CA
444
Continuum Advisory
Idaho
$289K +$41.9K +2,332 +17%
LJAC
445
L.J. Altfest & Co
New York
$287K +$2.36K +132 +0.8%
Calamos Advisors
446
Calamos Advisors
Illinois
$287K +$9.57K +536 +3%
Northern Trust
447
Northern Trust
Illinois
$285K -$95.2K -5,332 -25%
CPIG
448
Chicago Partners Investment Group
Illinois
$284K -$18.1K -1,012 -6%
BC
449
Brinker Capital
Pennsylvania
$280K +$280K +15,672 New
WIC
450
Whitegate Investment Counselors
New Hampshire
$277K +$11K +616 +4%
16 17
18
19 20