SCHA icon

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
1
Charles Schwab Investment Advisory
California
$1.36B
2
FMP
2
Financial Management Professionals
Texas
$36.2M
3
Ameriprise
3
Ameriprise
Minnesota
$49.8M
4
PCA
4
Personal Capital Advisors
California
$146M
5
FSA
5
Financial Services Advisory
Maryland
$11M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$227M
2
BWL
2
Bogart Wealth LLC
Virginia
$51K
3
TP
3
Truvvo Partners
New York
$0
4
QI
4
QS Investors
New York
$34.7M
5
DWM
5
Destination Wealth Management
California
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SVA Wealth Management
Wisconsin
$15.3M -$461K -25,084 -3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$14.5M +$3.04M +165,372 +27%
LPL Financial
28
LPL Financial
California
$14.3M +$1.21M +65,708 +9%
BWM
29
BerganKDV Wealth Management
Minnesota
$13.8M -$2.76M -150,208 -17%
MAG
30
Mokosak Advisory Group
Iowa
$13.5M +$366K +19,868 +3%
CCM
31
CWH Capital Management
Washington
$13.5M +$4.27M +232,300 +46%
RWM
32
RKL Wealth Management
Pennsylvania
$13.4M +$648K +35,220 +5%
SBL
33
Sargent Bickham Lagudis
Colorado
$12.9M +$4.72M +256,768 +58%
PEA
34
Pacific Edge Advisors
California
$12.8M +$396K +21,540 +3%
BWA
35
BlueSky Wealth Advisors
North Carolina
$12.7M +$280K +15,236 +2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$12.1M +$5.66M +307,604 +87%
MI
37
Moneywise Inc
Virginia
$11.9M +$72.3K +3,932 +0.6%
HighTower Advisors
38
HighTower Advisors
Illinois
$11.9M +$16.8K +912 +0.1%
WA
39
WealthTrust-Arizona
Arizona
$11M +$4.56K +248 +0%
FSA
40
Financial Services Advisory
Maryland
$11M +$11M +596,272 New
FAAS
41
First Allied Advisory Services
California
$11M +$10.5M +572,696 +2,490%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$10.8M – – –
Morgan Stanley
43
Morgan Stanley
New York
$10.8M +$1.68M +91,472 +19%
CHA
44
Cooper/Haims Advisors
New York
$10.5M +$828K +45,040 +9%
UBS Group
45
UBS Group
Switzerland
$10.5M +$251K +13,632 +2%
BWA
46
Burt Wealth Advisors
Maryland
$10.2M -$335K -18,224 -3%
KBFS
47
Kohmann Bosshard Financial Services
Ohio
$9.96M +$1.13M +61,684 +13%
CM
48
Columbus Macro
Pennsylvania
$9.91M +$9.91M +538,644 New
TPW
49
Tiller Private Wealth
Pennsylvania
$9.75M -$64.2K -3,492 -0.7%
MAS
50
Madden Advisory Services
Florida
$9.43M +$769K +41,828 +9%
1
2
3 4 5