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

Top Sellers

1
FMP
Financial Management Professionals
Texas
$2K
2
Jane Street
Jane Street
New York
$6.52M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$20.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
5
BFG
Bouchey Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
76
Castleview Partners
Texas
$4.99M +$4.99M +288,988 New
BSB
77
Bangor Savings Bank
Maine
$4.99M +$861K +49,832 +21%
PCM
78
Peak Capital Management
Colorado
$4.95M +$665K +38,500 +16%
AWM
79
Avior Wealth Management
Nebraska
$4.89M -$60K -3,472 -1%
FF
80
Friedenthal Financial
New Jersey
$4.81M +$216K +12,512 +5%
Creative Planning
81
Creative Planning
Kansas
$4.68M +$230K +13,324 +5%
NWS
82
Newport Wealth Strategies
California
$4.67M -$212K -12,256 -4%
ACG
83
Allen Capital Group
Nebraska
$4.58M -$105K -6,088 -2%
ML
84
McAdam LLC
Pennsylvania
$4.58M +$844K +48,816 +23%
DWM
85
Destination Wealth Management
California
$4.47M +$3.58M +180,860 +406%
Wells Fargo
86
Wells Fargo
California
$4.45M +$1.57M +90,784 +55%
FI
87
FormulaFolio Investments
Michigan
$4.38M +$643K +37,196 +17%
PA
88
Planning Alternatives
Michigan
$4.32M -$1.51M -87,192 -26%
SIA
89
Starfire Investment Advisers
Michigan
$4.15M +$4.15M +239,912 New
AFS
90
Access Financial Services
Minnesota
$4.12M -$123K -7,144 -3%
SWA
91
Sutton Wealth Advisors
Florida
$4.06M +$301K +17,420 +8%
OIA
92
OneDigital Investment Advisors
Kansas
$4.03M +$610K +35,460 +18%
ECM
93
Exchange Capital Management
Michigan
$4.03M -$258K -14,924 -6%
PAG
94
Pinnacle Advisory Group
Maryland
$4M +$148K +8,552 +4%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$3.79M -$422K -24,416 -10%
FIM
96
Frontier Investment Management
Texas
$3.77M +$503K +29,100 +15%
IA
97
IFP Advisors
Florida
$3.76M – – –
SFA
98
Sequoia Financial Advisors
Ohio
$3.75M -$74.6K -4,316 -2%
CMP
99
Courage Miller Partners
Virginia
$3.67M +$149K +8,600 +4%
OCM
100
One Capital Management
California
$3.62M +$112K +6,480 +3%
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4
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