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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 %
PSUF
451
People's United Financial
Connecticut
– -$698K -40,056 Closed
JG
452
Jefferies Group
New York
– -$516K -29,600 Closed
MWA
453
MFA Wealth Advisors
Pennsylvania
– -$476K -26,472 Closed
DWM
454
Dynasty Wealth Management
Florida
– -$442K -25,332 Closed
AIS
455
Accurate Investment Solutions
Pennsylvania
– -$419K -24,060 Closed
FPCG
456
Fort Pitt Capital Group
Pennsylvania
– -$339K -19,436 Closed
ZIC
457
ZWJ Investment Counsel
Georgia
– -$279K -16,000 Closed
ZIM
458
Zacks Investment Management
Illinois
– -$269K -15,404 Closed
KM
459
Kalos Management
Georgia
– -$238K -14,092 Closed
GWCM
460
Godshalk Welsh Capital Management
Pennsylvania
– -$220K -12,640 Closed
FC
461
Forte Capital
New York
– -$216K -12,428 Closed
EWM
462
Evercore Wealth Management
New York
– -$154K -8,840 Closed
NSB
463
Norway Savings Bank
Maine
– -$151K -8,680 Closed
CA
464
Calton & Associates
Florida
– -$110K -6,044 Closed
AFNAS
465
American Financial Network Advisory Services
California
– -$102K -5,832 Closed
ACM
466
AlphaStar Capital Management
North Carolina
– -$207K -5,596 Closed
WCG
467
Wall Capital Group
Arizona
– -$85K -4,856 Closed
KJWM
468
Kiley Juergens Wealth Management
Washington
– -$83K -4,784 Closed
DPA
469
Delphi Private Advisors
California
– -$61K -3,472 Closed
OWA
470
One Wealth Advisors
California
– -$42K -2,404 Closed
SPI
471
Santori & Peters Inc
Pennsylvania
– -$17K -1,036 Closed
WA
472
Winfield Associates
Ohio
– -$14K -800 Closed
BWM
473
Baystate Wealth Management
Massachusetts
– -$10K -568 Closed
MOS
474
MGO One Seven
Ohio
– -$1K -32 Closed
15 16 17 18
19