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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 %
CCA
76
Cobblestone Capital Advisors
New York
$7.12M +$54.6K +3,056 +0.8%
PIMG
77
Patriot Investment Management Group
Tennessee
$7.04M +$552K +30,872 +9%
SWRP
78
Summit Wealth & Retirement Planning
California
$6.59M +$19.9K +1,112 +0.3%
CFMC
79
Curbstone Financial Management Corp
New Hampshire
$6.54M +$47.2K +2,640 +0.7%
SHA
80
Seneca House Advisors
Virginia
$6.52M +$1.31M +73,472 +25%
MFT
81
Moisand Fitzgerald Tamayo
Florida
$6.3M -$68.1K -3,812 -1%
FF
82
Friedenthal Financial
New Jersey
$6.26M +$507K +28,364 +9%
SFA
83
Sequoia Financial Advisors
Ohio
$6.16M +$860K +48,104 +16%
VNA
84
Valley National Advisers
Pennsylvania
$6.11M +$330K +18,460 +6%
PFM
85
Parsec Financial Management
North Carolina
$6.11M +$515K +28,816 +9%
SFG
86
Sage Financial Group
Pennsylvania
$5.95M +$218K +12,224 +4%
CWM
87
Confluence Wealth Management
Oregon
$5.8M +$345K +19,300 +6%
IWMA
88
Ironwood Wealth Management (Arizona)
Arizona
$5.75M +$189K +10,552 +3%
AWMG
89
Alliance Wealth Management Group
New Jersey
$5.75M +$142K +7,960 +3%
TCM
90
Towercrest Capital Management
Pennsylvania
$5.75M +$142K +7,960 +3%
AF
91
Advisornet Financial
Minnesota
$5.64M +$673K +37,660 +14%
SHJ
92
Sharkey, Howes & Javer
Colorado
$5.57M -$802K -44,856 -13%
AWM
93
Avior Wealth Management
Nebraska
$5.45M +$237K +13,288 +5%
CCA
94
Clearwater Capital Advisors
Illinois
$5.32M +$1.29M +72,348 +32%
FI
95
FormulaFolio Investments
Michigan
$5.26M -$987K -55,236 -16%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$5.23M +$27K +1,512 +0.5%
ECM
97
Exchange Capital Management
Michigan
$5.06M +$17K +952 +0.3%
ACG
98
Allen Capital Group
Nebraska
$4.71M +$12.8K +716 +0.3%
AFS
99
Access Financial Services
Minnesota
$4.67M -$191K -10,676 -4%
MAS
100
Madden Advisory Services
Florida
$4.47M -$857K -47,984 -16%
2 3
4
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