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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
1
Charles Schwab Investment Advisory
California
$1.47B
2
FMT
2
First Mercantile Trust
Tennessee
$41.5M
3
SEI Investments
3
SEI Investments
Pennsylvania
$249M
4
PCA
4
Personal Capital Advisors
California
$194M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$70.9M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$3.1M
2
Bank of America
2
Bank of America
North Carolina
$106M
3
AG
3
Appleton Group
Wisconsin
$418K
4
Jane Street
4
Jane Street
New York
$2.24M
5
PCM
5
Peak Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
26
Evergreen Advisors
Tennessee
$18.1M +$511K +28,600 +3%
EFSCE
27
Enterprise Financial Services Corp (EFSC)
Missouri
$17.9M -$596K -33,372 -3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$16.8M +$2M +112,176 +14%
QI
29
QS Investors
New York
$16.6M +$146K +8,144 +0.9%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$14.8M +$475K +26,600 +3%
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$14.3M +$2.25M +125,784 +19%
MFGP
32
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.7M +$889K +49,772 +7%
MI
33
Moneywise Inc
Virginia
$13.5M +$2.33M +130,416 +21%
EHPM
34
Emery Howard Portfolio Management
California
$12.8M +$66.6K +3,728 +0.5%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$12.6M – – –
RRWA
36
Rainey & Randall Wealth Advisors
Florida
$12.1M +$216K +12,100 +2%
BWA
37
BlueSky Wealth Advisors
North Carolina
$11.9M +$468K +26,196 +4%
MAG
38
Mokosak Advisory Group
Iowa
$11.4M +$71.8K +4,016 +0.6%
Creative Planning
39
Creative Planning
Kansas
$11.3M +$5.05M +282,448 +81%
FNC
40
First National Corp
Massachusetts
$11.3M +$1.32M +74,016 +13%
MAM
41
Marquette Asset Management
Minnesota
$11M -$10.7K -596 -0.1%
FFN
42
Focus Financial Network
Minnesota
$10.9M +$281K +15,680 +3%
Wells Fargo
43
Wells Fargo
California
$10.8M +$3.07M +171,576 +39%
BWA
44
Burt Wealth Advisors
Maryland
$10.3M +$69K +3,860 +0.7%
SFS
45
Summit Financial Strategies
Ohio
$10.3M +$543K +30,368 +6%
FIM
46
Frontier Investment Management
Texas
$10.1M +$369K +20,648 +4%
PMG
47
ProVise Management Group
Florida
$9.91M +$638K +35,712 +7%
OIA
48
OneDigital Investment Advisors
Kansas
$9.63M +$4.16M +232,612 +76%
SWM
49
SVA Wealth Management
Wisconsin
$9.55M -$380K -21,256 -4%
BFG
50
Bouchey Financial Group
New York
$9.39M +$351K +19,632 +4%
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