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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 %
SWRP
76
Summit Wealth & Retirement Planning
California
$6.43M -$377K -21,540 -6%
CFMC
77
Curbstone Financial Management Corp
New Hampshire
$6.36M +$16.8K +960 +0.3%
PIMG
78
Patriot Investment Management Group
Tennessee
$6.35M +$6.35M +363,100 New
UWM
79
USAdvisors Wealth Management
Minnesota
$6.32M +$147K +8,436 +2%
SHJ
80
Sharkey, Howes & Javer
Colorado
$6.24M -$9.4M -537,368 -60%
MFT
81
Moisand Fitzgerald Tamayo
Florida
$6.23M +$33.9K +1,940 +0.5%
Creative Planning
82
Creative Planning
Kansas
$6.12M +$891K +50,992 +17%
FI
83
FormulaFolio Investments
Michigan
$6.11M +$477K +27,312 +8%
FAAS
84
First Allied Advisory Services
California
$5.75M +$471K +27,020 +9%
VNA
85
Valley National Advisers
Pennsylvania
$5.66M +$16.1K +920 +0.3%
FF
86
Friedenthal Financial
New Jersey
$5.63M +$348K +19,932 +7%
SFG
87
Sage Financial Group
Pennsylvania
$5.61M +$1.12K +64 +0%
TCM
88
Towercrest Capital Management
Pennsylvania
$5.49M +$741K +42,396 +16%
AWMG
89
Alliance Wealth Management Group
New Jersey
$5.49M +$741K +42,396 +16%
PFM
90
Parsec Financial Management
North Carolina
$5.48M -$73.9K -4,228 -1%
IWMA
91
Ironwood Wealth Management (Arizona)
Arizona
$5.44M +$224K +12,840 +4%
OIA
92
OneDigital Investment Advisors
Kansas
$5.37M +$1.73M +99,028 +48%
PCM
93
Peak Capital Management
Colorado
$5.34M -$303K -17,332 -5%
CWM
94
Confluence Wealth Management
Oregon
$5.34M +$1.11M +63,636 +26%
CM
95
Columbus Macro
Pennsylvania
$5.32M +$949K +54,280 +22%
MAS
96
Madden Advisory Services
Florida
$5.21M +$5.31K +304 +0.1%
SFA
97
Sequoia Financial Advisors
Ohio
$5.19M +$1.06M +60,564 +26%
AWM
98
Avior Wealth Management
Nebraska
$5.1M +$306K +17,512 +6%
SHA
99
Seneca House Advisors
Virginia
$5.1M +$1.12M +63,968 +28%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$5.09M +$811K +46,408 +19%
2 3
4
5 6