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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
1
Charles Schwab Investment Advisory
California
$1.34B
2
Bank of America
2
Bank of America
North Carolina
$119M
3
PCA
3
Personal Capital Advisors
California
$175M
4
EFSCE
4
Enterprise Financial Services Corp (EFSC)
Missouri
$18.1M
5
Mariner
5
Mariner
Kansas
$39.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$18.4M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$37.4M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
QI
4
QS Investors
New York
$16.1M
5
TCM
5
Tradewinds Capital Management
Washington
$6.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
51
Asset Dedication LLC
California
$8.82M +$410K +23,456 +5%
Morgan Stanley
52
Morgan Stanley
New York
$8.56M -$459K -26,284 -5%
DW
53
Domani Wealth
Pennsylvania
$8.26M +$167K +9,568 +2%
NIC
54
Northwest Investment Counselors
Oregon
$8.2M -$216K -12,380 -3%
AWM
55
Apollon Wealth Management
South Carolina
$8.19M +$1.48M +84,648 +22%
AA
56
Advisory Alpha
Michigan
$8.12M +$2.52M +141,452 +45%
MM
57
Meridian Management
Arkansas
$8.09M +$444K +25,424 +6%
BCMO
58
Buckingham Capital Management (Ohio)
Ohio
$7.88M +$523K +29,896 +7%
LF
59
Lee Financial
Texas
$7.87M -$45.7K -2,616 -0.6%
SJIM
60
St. Johns Investment Management
Florida
$7.85M +$626K +35,820 +9%
BTS
61
BB&T Securities
Virginia
$7.61M +$103K +5,908 +1%
Wells Fargo
62
Wells Fargo
California
$7.6M +$1.29M +74,048 +21%
BDF
63
Black Diamond Financial
Maryland
$7.56M -$1.87M -107,096 -20%
BSB
64
Bangor Savings Bank
Maine
$7.53M +$265K +15,172 +4%
NCM
65
Next Capital Management
New York
$7.43M -$251K -14,332 -3%
MA
66
MUFG Americas
New York
$7.33M +$255K +14,588 +4%
WCWM
67
Wooster Corthell Wealth Management
Connecticut
$7.25M +$19.7K +1,128 +0.3%
SIA
68
Starfire Investment Advisers
Michigan
$7.21M +$403K +23,028 +6%
PEA
69
Pacific Edge Advisors
California
$7.11M +$141K +8,060 +2%
NSAM
70
North Star Asset Management
Wisconsin
$7.07M +$6.01K +344 +0.1%
CCA
71
Cobblestone Capital Advisors
New York
$6.91M -$75.9K -4,340 -1%
TCM
72
Tradewinds Capital Management
Washington
$6.84M -$12M -685,288 -64%
NDSI
73
Newman Dignan & Sheerar Inc
Rhode Island
$6.77M -$121K -6,948 -2%
FA
74
Financial Advisors
Massachusetts
$6.77M +$1.12M +64,144 +20%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$6.48M +$569K +32,524 +10%
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