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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.

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 %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$5.74M +$4.57M +248,332 +389%
PFM
77
Parsec Financial Management
North Carolina
$5.68M +$83.9K +4,560 +1%
FI
78
FormulaFolio Investments
Michigan
$5.64M +$980K +53,284 +21%
PPA
79
Parametric Portfolio Associates
Washington
$5.58M +$5.58M +303,592 New
FF
80
Friedenthal Financial
New Jersey
$5.26M +$142K +7,744 +3%
HSA
81
HBK Sorce Advisory
Pennsylvania
$5.22M -$456K -24,788 -8%
ML
82
McAdam LLC
Pennsylvania
$5.21M +$341K +18,548 +7%
AWM
83
Avior Wealth Management
Nebraska
$5.14M -$60K -3,260 -1%
IWMA
84
Ironwood Wealth Management (Arizona)
Arizona
$5.12M +$5.12M +278,112 New
BAM
85
Berkshire Asset Management
Pennsylvania
$5M +$1.28M +69,780 +35%
AFS
86
Access Financial Services
Minnesota
$4.84M +$452K +24,548 +10%
ECM
87
Exchange Capital Management
Michigan
$4.82M +$540K +29,372 +13%
AWMG
88
Alliance Wealth Management Group
New Jersey
$4.79M -$1.2M -65,332 -20%
TCM
89
Towercrest Capital Management
Pennsylvania
$4.79M +$4.79M +260,536 New
IA
90
IFP Advisors
Florida
$4.73M +$769K +41,816 +19%
RRC
91
Relaxing Retirement Coach
Massachusetts
$4.68M -$1.2M -65,260 -20%
SIA
92
Starfire Investment Advisers
Michigan
$4.56M +$145K +7,876 +3%
VNA
93
Valley National Advisers
Pennsylvania
$4.56M +$1.36M +73,844 +42%
SWA
94
Sutton Wealth Advisors
Florida
$4.48M +$155K +8,452 +4%
SWP
95
Stratos Wealth Partners
Ohio
$4.43M +$1.68M +91,144 +61%
OIA
96
OneDigital Investment Advisors
Kansas
$4.28M -$445K -22,076 -9%
PA
97
Planning Alternatives
Michigan
$4.24M -$360K -19,564 -8%
Jane Street
98
Jane Street
New York
$4.21M -$2.73M -148,560 -39%
PAG
99
Pinnacle Advisory Group
Maryland
$4.17M -$92.5K -5,028 -2%
SFA
100
Sequoia Financial Advisors
Ohio
$4.13M +$141K +7,672 +4%
2 3
4
5 6