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

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$3.1M
2
Bank of America
Bank of America
North Carolina
$106M
3
AG
Appleton Group
Wisconsin
$418K
4
Jane Street
Jane Street
New York
$2.24M
5
PCM
Peak Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
501
Global Retirement Partners
California
$122K +$98.7K +5,528 +423%
OWM
502
Orgel Wealth Management
Wisconsin
$121K +$121K +6,752 New
CDIA
503
Capital Directions Investment Advisors
Georgia
$117K – – –
HR
504
Howe & Rusling
New York
$115K -$42.2K -2,360 -27%
BFEC
505
Benjamin F. Edwards & Company
Missouri
$113K – – –
RFA
506
Reilly Financial Advisors
California
$112K -$216K -12,052 -66%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$108K – – –
SFC
508
SYM Financial Corp
Indiana
$101K – – –
OIA
509
Optimum Investment Advisors
Illinois
$90K +$3.27K +184 +4%
CFA
510
Carroll Financial Associates
North Carolina
$88K +$68.8K +3,884 +358%
FHA
511
First Horizon Advisors
Tennessee
$86K +$56.4K +3,160 +190%
HCM
512
Horan Capital Management
Maryland
$85K +$85K +4,796 New
Fifth Third Bancorp
513
Fifth Third Bancorp
Ohio
$83K +$65.3K +3,640 +368%
POIA
514
Pin Oak Investment Advisors
Texas
$81K +$61.4K +3,440 +313%
SQA
515
Simon Quick Advisors
New Jersey
$76.4K +$7.22K +404 +10%
VCM
516
Vigilant Capital Management
Maine
$76K +$10.9K +608 +17%
GWM
517
Geneos Wealth Management
Colorado
$76K +$33.9K +1,904 +80%
PO
518
Private Ocean
California
$75K – – –
GWA
519
Guidant Wealth Advisors
Illinois
$71K +$7.87K +440 +12%
William Blair & Company
520
William Blair & Company
Illinois
$67K -$13.8K -772 -17%
EI
521
Ellevest Inc
New York
$67K – – –
PMFA
522
Plante Moran Financial Advisors
Michigan
$67K +$12K +676 +22%
CWA
523
Clarus Wealth Advisors
Arizona
$66K +$7.17K +400 +12%
BCA
524
Berman Capital Advisors
Georgia
$64K – – –
AssetMark Inc
525
AssetMark Inc
California
$63K -$9.27K -520 -13%
19 20
21
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