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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
1
Charles Schwab Investment Advisory
California
$1.22B
2
SEI Investments
2
SEI Investments
Pennsylvania
$223M
3
PCA
3
Personal Capital Advisors
California
$118M
4
Bank of America
4
Bank of America
North Carolina
$24.7M
5
BWL
5
Bogart Wealth LLC
Virginia
$9.55M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$2K
2
Jane Street
2
Jane Street
New York
$6.52M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$20.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.1M
5
BFG
5
Bouchey Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
101
Denver PWM
Colorado
$3.6M +$92.2K +5,084 +3%
WC
102
Whitnell & Co
Illinois
$3.55M +$8.64K +500 +0.2%
ACM
103
Avalon Capital Management
California
$3.51M +$3.51M +202,840 New
BAM
104
Berkshire Asset Management
Pennsylvania
$3.49M +$184K +10,672 +6%
AIA
105
Arcadia Investment Advisors
Idaho
$3.45M -$339K -19,620 -9%
PR
106
Payden & Rygel
California
$3.44M +$1.68M +97,200 +95%
JWA
107
JFS Wealth Advisors
Pennsylvania
$3.41M -$323K -18,716 -9%
LF
108
Lee Financial
Texas
$3.38M +$582K +33,660 +21%
CWM
109
Confluence Wealth Management
Oregon
$3.34M +$353K +20,440 +12%
NF
110
Nikulski Financial
Iowa
$3.22M +$195K +11,272 +6%
EK
111
Evensky & Katz
Florida
$3.07M +$51.1K +2,956 +2%
Mariner
112
Mariner
Kansas
$3.06M +$735K +42,544 +32%
GAM
113
Garrison Asset Management
Arkansas
$3.04M -$899 -52 -0%
CMBA
114
C.M. Bidwell & Associates
Hawaii
$3.03M +$110K +6,368 +4%
VNA
115
Valley National Advisers
Pennsylvania
$3.01M +$400K +23,172 +15%
MA
116
MUFG Americas
New York
$3M +$328K +19,000 +12%
PP
117
PrairieView Partners
Minnesota
$2.92M +$38.8K +2,248 +1%
DIA
118
Denver Investment Advisors
Colorado
$2.92M -$45.1K -2,612 -2%
SWM
119
SeaCrest Wealth Management
New York
$2.89M +$297K +17,200 +11%
EWM
120
Elmwood Wealth Management
California
$2.87M +$2.87M +166,328 New
SHA
121
Seneca House Advisors
Virginia
$2.85M -$137K -7,904 -5%
CWM
122
Chesapeake Wealth Management
Virginia
$2.76M +$2.76M +159,828 New
AMG
123
Asset Management Group
Connecticut
$2.73M +$91.3K +5,284 +3%
LFGH
124
Lee Financial Group Hawaii
Hawaii
$2.67M -$50.9K -2,944 -2%
AI
125
Atria Investments
North Carolina
$2.62M +$461K +26,676 +21%
3 4
5
6 7