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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 %
SFG
526
SevenBridge Financial Group
Pennsylvania
$60K +$60K +3,336 New
PC
527
Permanens Capital
New York
$59K – – –
AWM
528
Arbor Wealth Management
Florida
$58K +$56.3K +3,132 +3,404%
Rockefeller Capital Management
529
Rockefeller Capital Management
New York
$48K +$1.86K +104 +4%
ONST
530
Old North State Trust
North Carolina
$46K – – –
TL
531
TrueWealth LLC
Georgia
$46K +$284 +16 +0.6%
FIA
532
FNY Investment Advisers
New York
$46K +$46K +2,592 New
Deutsche Bank
533
Deutsche Bank
Germany
$42K – – –
SWP
534
Strategic Wealth Partners
Ohio
$38K +$211 +12 +0.6%
RCAG
535
Rehmann Capital Advisory Group
Michigan
$37.7K +$2.15K +120 +6%
BCM
536
Blume Capital Management
California
$36K – – –
SL
537
Salomon & Ludwin
Virginia
$35K – – –
PFGIA
538
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$796 +44 +2%
VCM
539
Versant Capital Management
Arizona
$33K – – –
LFG
540
LifePlan Financial Group
Ohio
$33K +$798 +44 +2%
Citigroup
541
Citigroup
New York
$31K -$1.62K -92 -5%
DWM
542
Doyle Wealth Management
Florida
$29K +$29K +1,600 New
CAC
543
Certified Advisory Corp
Florida
$24K – – –
MAU
544
MRA Associates USA
Arizona
$23.7K – – –
KTC
545
Kistler-Tiffany Companies
Pennsylvania
$23K – – –
GWMIA
546
Global Wealth Management Investment Advisory
Florida
$23K – – –
CCM
547
Covington Capital Management
California
$23K – – –
VRM
548
Vectors Research Management
New York
$21K – – –
SPIA
549
Steward Partners Investment Advisory
New York
$20K +$20K +1,136 New
MWM
550
Meridian Wealth Management
Kentucky
$19.8K -$1.18K -6,588 -6%
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22
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