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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 %
SWPG
451
Strategic Wealth Partners Group
Illinois
$11.2K -$2.72K -148 -20%
BWP
452
Baldwin Wealth Partners
Massachusetts
$11K – – –
B
453
Bridgeworth
Alabama
$11K +$11K +660 New
CTC
454
Central Trust Company
Missouri
$10K -$6.08K -316 -38%
MSFP
455
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
JCM
456
Jacobi Capital Management
Pennsylvania
$10K +$10K +552 New
LFA
457
Legacy Financial Advisors
Kentucky
$9K – – –
1IA
458
1834 Investment Advisors
Wisconsin
$9K – – –
SPIA
459
Steward Partners Investment Advisory
New York
$8K -$45.6K -2,348 -85%
SF
460
Synovus Financial
Georgia
$8K +$8K +452 New
NDSI
461
Newman Dignan & Sheerar Inc
Rhode Island
$7.26K +$171 +9,292 +2%
RCG
462
Ruggie Capital Group
Florida
$7K -$158K -9,004 -96%
HCM
463
Horrell Capital Management
Arkansas
$6K – – –
ME
464
McIlrath & Eck
Washington
$6K – – –
GWS
465
Glassman Wealth Services
Virginia
$5K – – –
KCPG
466
Kavar Capital Partners Group
Kansas
$4K – – –
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$8.2K -448 -73%
VIA
468
Vantage Investment Advisors
Pennsylvania
$3K – – –
CFD
469
Creative Financial Designs
Indiana
$3K – – –
JFA
470
JNBA Financial Advisors
Minnesota
$3K +$3K +188 New
IP
471
Intellectus Partners
California
$3K +$3K +188 New
MCM
472
Mainstay Capital Management
Michigan
$2K -$2.1M -75,720 -100%
SIM
473
Sonora Investment Management
Arizona
$2K – – –
JA
474
JOYN Advisors
Georgia
$2K +$2K +88 New
PG
475
Patten Group
Tennessee
$2K +$2K +100 New
16 17 18
19
20