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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

483 hedge funds and large institutions have $3.32B invested in Schwab U.S Small- Cap ETF in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 247 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+41
Holders Change %
+9.28%
% of All Funds
11.07%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
1.33%
New
62
Increased
247
Reduced
110
Closed
17
Calls
$853K
Puts
$500K
Net Calls
+$353K
Net Calls Change
-$145K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.36B
2
FMP
2
Financial Management Professionals
Texas
$36.2M
3
Ameriprise
3
Ameriprise
Minnesota
$49.8M
4
PCA
4
Personal Capital Advisors
California
$146M
5
FSA
5
Financial Services Advisory
Maryland
$11M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$227M
2
BWL
2
Bogart Wealth LLC
Virginia
$51K
3
TP
3
Truvvo Partners
New York
$0
4
QI
4
QS Investors
New York
$34.7M
5
DWM
5
Destination Wealth Management
California
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
EHPM
51
Emery Howard Portfolio Management
California
$9.12M -$47.9K -2,604 -0.5%
BTS
52
BB&T Securities
Virginia
$8.97M -$8.83K -480 -0.1%
AG
53
Appleton Group
Wisconsin
$8.69M +$43.9K +2,388 +0.5%
NIC
54
Northwest Investment Counselors
Oregon
$8.64M +$125K +6,812 +1%
SFS
55
Summit Financial Strategies
Ohio
$8.61M +$288K +15,664 +3%
ADL
56
Asset Dedication LLC
California
$8.55M +$2.26M +122,724 +36%
MM
57
Meridian Management
Arkansas
$7.9M +$641K +34,880 +9%
AIP
58
Almanack Investment Partners
Pennsylvania
$7.69M -$858K -46,668 -10%
ACM
59
Avalon Capital Management
California
$7.61M +$3.88M +211,128 +104%
WCWM
60
Wooster Corthell Wealth Management
Connecticut
$7.59M -$98K -5,328 -1%
LWMT
61
Legacy Wealth Management (Tennessee)
Tennessee
$7.57M +$1.05M +56,844 +16%
SJIM
62
St. Johns Investment Management
Florida
$7.43M +$50K +2,720 +0.7%
Wells Fargo
63
Wells Fargo
California
$7.33M +$2.6M +141,480 +55%
TCM
64
Tradewinds Capital Management
Washington
$7.22M +$30.1K +1,636 +0.4%
BCMO
65
Buckingham Capital Management (Ohio)
Ohio
$7.16M +$653K +35,480 +10%
NSAM
66
North Star Asset Management
Wisconsin
$7.13M +$226K +12,284 +3%
AF
67
Advisornet Financial
Minnesota
$6.91M -$110K -5,980 -2%
CFMC
68
Curbstone Financial Management Corp
New Hampshire
$6.55M +$310K +16,880 +5%
UWM
69
USAdvisors Wealth Management
Minnesota
$6.52M +$6.62K +360 +0.1%
MFT
70
Moisand Fitzgerald Tamayo
Florida
$5.99M -$133K -7,228 -2%
Creative Planning
71
Creative Planning
Kansas
$5.99M +$1.01M +54,908 +20%
SFG
72
Sage Financial Group
Pennsylvania
$5.92M -$90K -4,896 -1%
ACG
73
Allen Capital Group
Nebraska
$5.8M +$920K +50,044 +19%
PCM
74
Peak Capital Management
Colorado
$5.78M +$512K +27,852 +10%
BSB
75
Bangor Savings Bank
Maine
$5.75M +$440K +23,948 +8%
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