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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

584 hedge funds and large institutions have $3.6B invested in Schwab U.S Small- Cap ETF in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 281 increasing their positions, 166 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.66%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
1.26%
New
78
Increased
281
Reduced
166
Closed
46
Calls
$657K
Puts
$2.21M
Net Calls
-$1.56M
Net Calls Change
-$1.71M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.34B
2
Bank of America
Bank of America
North Carolina
$119M
3
PCA
Personal Capital Advisors
California
$175M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$18.1M
5
Mariner
Mariner
Kansas
$39.7M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$18.4M
2
Financial Engines Advisors
Financial Engines Advisors
California
$37.4M
3
PFG
Piershale Financial Group
Illinois
$0
4
QI
QS Investors
New York
$16.1M
5
TCM
Tradewinds Capital Management
Washington
$6.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
CWH Capital Management
Washington
$17.5M +$3.3M +188,824 +23%
EA
27
Evergreen Advisors
Tennessee
$17.2M +$1.01M +57,976 +6%
RWM
28
RKL Wealth Management
Pennsylvania
$16.4M +$1.68M +96,068 +11%
QI
29
QS Investors
New York
$16.1M -$13.1M -749,876 -45%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$14.4M +$1.62M +92,624 +13%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$14.1M -$5M -285,840 -26%
MFGP
32
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.6M +$1.17M +66,948 +10%
EHPM
33
Emery Howard Portfolio Management
California
$12.4M +$98.2K +5,616 +0.8%
KBFS
34
Kohmann Bosshard Financial Services
Ohio
$11.8M +$1.27M +72,500 +12%
RRWA
35
Rainey & Randall Wealth Advisors
Florida
$11.6M +$70.4K +4,024 +0.6%
BWA
36
BlueSky Wealth Advisors
North Carolina
$11.4M +$796K +44,892 +8%
MAG
37
Mokosak Advisory Group
Iowa
$11.1M +$327K +18,696 +3%
MAM
38
Marquette Asset Management
Minnesota
$10.8M -$72.9K -4,168 -0.7%
MI
39
Moneywise Inc
Virginia
$10.8M -$1.13M -65,648 -10%
FFN
40
Focus Financial Network
Minnesota
$10.4M +$10.4M +593,712 New
Jane Street
41
Jane Street
New York
$10M +$6.43M +367,948 +178%
BWA
42
Burt Wealth Advisors
Maryland
$9.99M +$492K +28,136 +5%
FNC
43
First National Corp
Massachusetts
$9.72M +$120K +6,880 +1%
SWM
44
SVA Wealth Management
Wisconsin
$9.71M -$3.2M -183,272 -25%
SFS
45
Summit Financial Strategies
Ohio
$9.5M +$836K +47,848 +10%
FIM
46
Frontier Investment Management
Texas
$9.5M -$274K -15,684 -3%
PMG
47
ProVise Management Group
Florida
$9.08M +$749K +42,840 +9%
AG
48
Appleton Group
Wisconsin
$9.05M +$9.05M +517,640 New
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$8.89M -$23.3K -32 -0.3%
BFG
50
Bouchey Financial Group
New York
$8.84M -$97.8K -5,592 -1%
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