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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

442 hedge funds and large institutions have $2.9B invested in Schwab U.S Small- Cap ETF in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 243 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
10.14%
Holding in Top 10
52
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.19%
New
46
Increased
243
Reduced
109
Closed
36
Calls
$498K
Puts
–
Net Calls
+$498K
Net Calls Change
+$428K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.22B
2
SEI Investments
2
SEI Investments
Pennsylvania
$223M
3
PCA
3
Personal Capital Advisors
California
$118M
4
Bank of America
4
Bank of America
North Carolina
$24.7M
5
BWL
5
Bogart Wealth LLC
Virginia
$9.55M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$2K
2
Jane Street
2
Jane Street
New York
$6.52M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$20.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.1M
5
BFG
5
Bouchey Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
51
Sargent Bickham Lagudis
Colorado
$7.67M +$3.25M +187,948 +73%
PMG
52
ProVise Management Group
Florida
$7.39M -$2.02M -116,952 -21%
WCWM
53
Wooster Corthell Wealth Management
Connecticut
$7.23M +$458K +26,516 +7%
SJIM
54
St. Johns Investment Management
Florida
$6.93M -$27.2K -1,576 -0.4%
MM
55
Meridian Management
Arkansas
$6.82M +$274K +15,872 +4%
TCM
56
Tradewinds Capital Management
Washington
$6.75M +$243K +14,076 +4%
NDSI
57
Newman Dignan & Sheerar Inc
Rhode Island
$6.74M +$13.9K +796 +0.2%
TP
58
Truvvo Partners
New York
$6.69M +$382K +57,168 +6%
AA
59
Apriem Advisors
California
$6.65M +$6.38M +369,032 +2,322%
AF
60
Advisornet Financial
Minnesota
$6.59M +$191K +11,076 +3%
Jane Street
61
Jane Street
New York
$6.52M -$20.4M -1,180,476 -76%
NSAM
62
North Star Asset Management
Wisconsin
$6.49M +$302K +17,500 +5%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$6.14M +$3.22M +184,940 +110%
LWMT
64
Legacy Wealth Management (Tennessee)
Tennessee
$6.14M +$5.09M +294,640 +488%
UWM
65
USAdvisors Wealth Management
Minnesota
$6.13M +$606K +35,068 +11%
BCMO
66
Buckingham Capital Management (Ohio)
Ohio
$6.11M +$655K +37,876 +12%
ADL
67
Asset Dedication LLC
California
$5.91M +$639K +36,980 +12%
CFMC
68
Curbstone Financial Management Corp
New Hampshire
$5.87M +$2.97M +171,700 +102%
MFT
69
Moisand Fitzgerald Tamayo
Florida
$5.75M +$2.7K +156 +0%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$5.73M -$118K -6,808 -2%
SFG
71
Sage Financial Group
Pennsylvania
$5.65M +$481K +27,812 +9%
AWMG
72
Alliance Wealth Management Group
New Jersey
$5.63M +$371K +21,452 +7%
RRC
73
Relaxing Retirement Coach
Massachusetts
$5.52M -$1.48M -85,824 -21%
HSA
74
HBK Sorce Advisory
Pennsylvania
$5.34M -$462K -26,760 -8%
PFM
75
Parsec Financial Management
North Carolina
$5.26M +$186K +10,788 +4%
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3
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