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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 %
Baird Financial Group
451
Baird Financial Group
Wisconsin
$276K -$1.55M -86,700 -85%
SFG
452
StrategIQ Financial Group
Indiana
$276K -$4.28K -240 -2%
NFG
453
Next Financial Group
Texas
$276K +$276K +15,460 New
GBBWRPM
454
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$275K +$275K +15,380 New
CAM
455
Carret Asset Management
New York
$274K – – –
PWPS
456
Pinnacle Wealth Planning Services
Ohio
$266K -$17K -952 -6%
DP
457
DDD Partners
Washington
$264K +$4.37K +244 +2%
LFG
458
Larson Financial Group
Missouri
$260K +$52.7K +2,944 +25%
WCWM
459
Willow Creek Wealth Management
California
$256K +$256K +14,336 New
SAM
460
Sawgrass Asset Management
Florida
$252K -$1.43K -80 -0.6%
WSTAM
461
Wilbanks Smith & Thomas Asset Management
Virginia
$252K +$19.4K +1,088 +8%
IIC
462
Integrated Investment Consultants
Michigan
$250K – – –
HFA
463
Huber Financial Advisors
Illinois
$249K -$9.59K -536 -4%
PWS
464
Peloton Wealth Strategists
Indiana
$248K +$24.4K +1,364 +11%
WCM
465
Wealthcare Capital Management
Virginia
$247K +$1.65K +92 +0.7%
ESB
466
Essex Savings Bank
Connecticut
$246K +$21.5K +1,200 +10%
FWCM
467
Ferguson Wellman Capital Management
Oregon
$245K -$71 -4 -0%
W
468
Wealthquest
Ohio
$241K -$26.6K -1,496 -10%
BFM
469
Broadview Financial Management
Wisconsin
$241K +$22.7K +1,268 +10%
FCA
470
FinTrust Capital Advisors
South Carolina
$239K -$12.5K -700 -5%
JCM
471
Jacobsen Capital Management
Utah
$239K +$239K +13,388 New
LIA
472
LBMC Investment Advisors
Tennessee
$235K – – –
GA
473
Gateway Advisory
New Jersey
$234K -$1.29K -72 -0.5%
PFA
474
Pure Financial Advisors
California
$233K -$7.01K -392 -3%
Cerity Partners
475
Cerity Partners
New York
$226K -$13.2K -740 -6%
17 18
19
20 21