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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 %
HGWM
101
Harvest Group Wealth Management
Massachusetts
$4.12M +$4.12M +224,084 New
OCM
102
One Capital Management
California
$4.03M +$178K +9,668 +5%
FIM
103
Frontier Investment Management
Texas
$4.01M -$2.87K -156 -0.1%
LF
104
Lee Financial
Texas
$3.99M +$399K +21,684 +11%
CMP
105
Courage Miller Partners
Virginia
$3.96M +$52.7K +2,864 +1%
Mariner
106
Mariner
Kansas
$3.95M +$695K +37,780 +21%
AA
107
Advisory Alpha
Michigan
$3.95M +$1.7M +91,400 +76%
CWM
108
Confluence Wealth Management
Oregon
$3.84M +$288K +15,660 +8%
WC
109
Whitnell & Co
Illinois
$3.77M -$6.55K -356 -0.2%
Citadel Advisors
110
Citadel Advisors
Florida
$3.7M +$1.3M +70,744 +54%
JWA
111
JFS Wealth Advisors
Pennsylvania
$3.65M +$14.2K +772 +0.4%
PR
112
Payden & Rygel
California
$3.63M -$38.3K -2,080 -1%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$3.6M -$2.5M -135,892 -41%
AIA
114
Arcadia Investment Advisors
Idaho
$3.59M -$85.6K -4,652 -2%
NF
115
Nikulski Financial
Iowa
$3.56M +$133K +7,244 +4%
KM
116
Kalos Management
Georgia
$3.38M +$3.38M +177,776 New
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$3.3M -$733K -39,860 -18%
EK
118
Evensky & Katz
Florida
$3.24M -$21.6K -1,176 -0.7%
GAM
119
Garrison Asset Management
Arkansas
$3.24M +$7.14K +388 +0.2%
MA
120
MUFG Americas
New York
$3.2M +$4.56K +248 +0.1%
SHA
121
Seneca House Advisors
Virginia
$3.19M +$152K +8,276 +5%
SBH
122
Segall Bryant & Hamill
Illinois
$3.15M +$3.15M +170,968 New
PP
123
PrairieView Partners
Minnesota
$3.1M -$9.27K -504 -0.3%
SWM
124
SeaCrest Wealth Management
New York
$3.09M +$13.6K +740 +0.4%
AP
125
Appleton Partners
Massachusetts
$2.98M +$509K +27,652 +21%
3 4
5
6 7