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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 %
GLA
476
Good Life Advisors
Pennsylvania
$225K – – –
CF
477
Centaurus Financial
California
$225K +$211K +11,788 +1,452%
Millennium Management
478
Millennium Management
New York
$223K -$310K -17,364 -58%
AIM
479
AMI Investment Management
Indiana
$223K – – –
WA
480
Wealth Architects
California
$219K +$10.6K +592 +5%
Renaissance Technologies
481
Renaissance Technologies
New York
$214K -$514K -28,800 -71%
HCIA
482
Hochman Cole Investment Advisors
Illinois
$214K -$104K -5,800 -33%
FNBOMD
483
First National Bank of Mount Dora
Florida
$214K -$10.1K -568 -5%
PCP
484
Proficio Capital Partners
Massachusetts
$214K – – –
WOC
485
West Oak Capital
California
$214K +$4.15K +232 +2%
AWM
486
AE Wealth Management
Kansas
$213K +$213K +11,916 New
VFA
487
Valeo Financial Advisors
Indiana
$212K +$113K +6,328 +115%
CA
488
Calton & Associates
Florida
$210K +$210K +11,776 New
RWA
489
River Wealth Advisors
Pennsylvania
$205K +$205K +11,460 New
LF
490
Lantz Financial
Illinois
$203K +$203K +11,332 New
US Bancorp
491
US Bancorp
Minnesota
$197K -$102K -5,716 -34%
BFC
492
Bedel Financial Consulting
Indiana
$155K – – –
OAM
493
Oppenheimer Asset Management
New York
$153K +$143 +8 +0.1%
RIA
494
Realta Investment Advisors
Delaware
$145K +$74.7K +4,104 +106%
TNBTD
495
Trustmark National Bank Trust Department
Mississippi
$144K -$72K -4,032 -33%
DAM
496
Delta Asset Management
Tennessee
$143K – – –
BWA
497
BDO Wealth Advisors
Florida
$140K – – –
KPCM
498
Kings Point Capital Management
New York
$138K +$138K +7,724 New
SFSIG
499
San Francisco Sentry Investment Group
California
$135K +$10.3K +580 +8%
APSP
500
Asset Planning Services (Pennsylvania)
Pennsylvania
$134K – – –
18 19
20
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