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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 %
AWM
51
Apollon Wealth Management
South Carolina
$9M +$628K +35,136 +7%
ADL
52
Asset Dedication LLC
California
$8.96M -$79K -4,412 -0.9%
Morgan Stanley
53
Morgan Stanley
New York
$8.65M -$101K -5,652 -1%
NIC
54
Northwest Investment Counselors
Oregon
$8.53M +$148K +8,260 +2%
MM
55
Meridian Management
Arkansas
$8.48M +$214K +11,988 +3%
DW
56
Domani Wealth
Pennsylvania
$8.45M +$4.29K +240 +0.1%
BDF
57
Black Diamond Financial
Maryland
$8.4M +$667K +37,352 +9%
SJIM
58
St. Johns Investment Management
Florida
$8.35M +$327K +18,296 +4%
BCMO
59
Buckingham Capital Management (Ohio)
Ohio
$8.27M +$222K +12,432 +3%
FAAS
60
First Allied Advisory Services
California
$8.14M +$2.25M +126,052 +38%
BSB
61
Bangor Savings Bank
Maine
$8.12M +$421K +23,580 +5%
BTS
62
BB&T Securities
Virginia
$7.93M +$151K +8,476 +2%
FA
63
Financial Advisors
Massachusetts
$7.92M +$1.01M +56,488 +15%
NSAM
64
North Star Asset Management
Wisconsin
$7.85M +$626K +35,032 +9%
LF
65
Lee Financial
Texas
$7.78M -$267K -14,940 -3%
SIA
66
Starfire Investment Advisers
Michigan
$7.74M +$366K +20,488 +5%
MA
67
MUFG Americas
New York
$7.63M +$138K +7,696 +2%
NCM
68
Next Capital Management
New York
$7.47M -$123K -6,868 -2%
AA
69
Advisory Alpha
Michigan
$7.43M -$715K -40,044 -9%
TCM
70
Tradewinds Capital Management
Washington
$7.42M +$431K +24,112 +6%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$7.39M +$765K +42,824 +12%
CM
72
Columbus Macro
Pennsylvania
$7.37M +$1.92M +107,404 +35%
WCWM
73
Wooster Corthell Wealth Management
Connecticut
$7.32M -$86.5K -4,840 -1%
MTC
74
Matrix Trust Company
Colorado
$7.22M +$7.22M +403,796 New
PEA
75
Pacific Edge Advisors
California
$7.15M -$117K -6,540 -2%
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3
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