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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 %
EWM
476
Edge Wealth Management
New York
$1K – – –
BCMIO
477
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
GEA
478
Glen Eagle Advisors
New Jersey
$956 – – –
FRA
479
Front Row Advisors
California
$337 +$7 +364 +2%
TP
480
Truvvo Partners
New York
– -$6.69M -1,001,464 Closed
TFF
481
The Family Firm
Maryland
– -$1.7M -98,096 Closed
ZB
482
Zions Bancorporation
Utah
– -$1.38M -80,000 Closed
STA
483
Summit Trail Advisors
New York
– -$488K -26,992 Closed
BCP
484
Blackhawk Capital Partners
Wisconsin
– -$267K -15,468 Closed
ACM
485
Armbruster Capital Management
New York
– -$155K -8,968 Closed
APP
486
Avantax Planning Partners
Iowa
– -$131K -7,600 Closed
MCWS
487
McKinley Carter Wealth Services
West Virginia
– -$122K -7,028 Closed
SP
488
SWS Partners
Ohio
– -$79K -4,704 Closed
SC
489
Slow Capital
California
– -$61K -3,536 Closed
FCAG
490
First Capital Advisors Group
New Jersey
– -$59K -3,392 Closed
IIC
491
Integrated Investment Consultants
Michigan
– -$52K -3,000 Closed
SFPIA
492
Stevens First Principles Investment Advisors
California
– -$21K -1,200 Closed
Manulife (Manufacturers Life Insurance)
493
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$10K -552 Closed
CG
494
Cutler Group
California
– -$2K -144 Closed
DSN
495
D. Scott Neal
Kentucky
– -$2K -136 Closed
16 17 18 19
20