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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 %
HWA
501
Heritage Wealth Advisors
Virginia
$69.6K +$64.9K +3,716 +1,387%
SQA
502
Simon Quick Advisors
New Jersey
$68K -$27.9K -1,588 -29%
RIA
503
Realta Investment Advisors
Delaware
$67K +$67K +3,860 New
EI
504
Ellevest Inc
New York
$66K +$20.8K +1,188 +46%
VCM
505
Vigilant Capital Management
Maine
$63K -$6.33K -364 -9%
BCA
506
Berman Capital Advisors
Georgia
$63K +$209 +12 +0.3%
GWA
507
Guidant Wealth Advisors
Illinois
$62K +$62K +3,528 New
PC
508
Permanens Capital
New York
$58K +$58K +3,328 New
CWA
509
Clarus Wealth Advisors
Arizona
$57K +$209 +12 +0.4%
PMFA
510
Plante Moran Financial Advisors
Michigan
$54K +$3.64K +208 +7%
CAM
511
Cresset Asset Management
Illinois
$47K – – –
TL
512
TrueWealth LLC
Georgia
$45K -$12.2K -696 -21%
Rockefeller Capital Management
513
Rockefeller Capital Management
New York
$45K +$45K +2,584 New
ONST
514
Old North State Trust
North Carolina
$44K +$44K +2,560 New
Deutsche Bank
515
Deutsche Bank
Germany
$41K -$20.5K -1,200 -33%
GWM
516
Geneos Wealth Management
Colorado
$41K -$15K -864 -27%
SWP
517
Strategic Wealth Partners
Ohio
$38K – – –
BCM
518
Blume Capital Management
California
$36K – – –
RCAG
519
Rehmann Capital Advisory Group
Michigan
$34.8K +$32.7K +1,872 +1,614%
SL
520
Salomon & Ludwin
Virginia
$34K – – –
JPLA
521
Joseph P. Lucia & Associates
New York
$33.9K +$33.9K +9,726,428 New
LHC
522
Little House Capital
Massachusetts
$33K +$33K +1,900 New
VCM
523
Versant Capital Management
Arizona
$32K +$10.7K +628 +50%
Citigroup
524
Citigroup
New York
$32K +$15.5K +896 +94%
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$16.5K +948 +107%
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