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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 %
CHA
101
Cooper/Haims Advisors
New York
$4.95M -$1.37M -78,340 -22%
ECM
102
Exchange Capital Management
Michigan
$4.93M +$72.5K +4,148 +1%
AF
103
Advisornet Financial
Minnesota
$4.86M -$226K -12,956 -4%
AFS
104
Access Financial Services
Minnesota
$4.76M -$463K -26,488 -9%
ACG
105
Allen Capital Group
Nebraska
$4.59M +$70.6K +4,036 +2%
TPW
106
Tiller Private Wealth
Pennsylvania
$4.56M -$3.82M -218,256 -46%
HSA
107
HBK Sorce Advisory
Pennsylvania
$4.42M +$40.1K +2,296 +0.9%
QAM
108
QCI Asset Management
New York
$4.38M -$15.2K -868 -0.3%
DP
109
Denver PWM
Colorado
$4.26M +$399K +22,232 +10%
GC
110
Grimes & Company
Massachusetts
$4.24M +$3.58M +204,512 +541%
FHB
111
First Hawaiian Bank
Hawaii
$4.22M – – –
OFG
112
Omega Financial Group
California
$4.13M -$133K -7,628 -3%
PAG
113
Pinnacle Advisory Group
Maryland
$4.13M +$160K +9,156 +4%
B
114
Bailard
California
$4.11M +$318K +18,164 +8%
SIAS
115
Shine Investment Advisory Services
Colorado
$4.09M -$481K -27,540 -11%
VV
116
Valentine Ventures
Oregon
$4.06M +$674K +38,548 +20%
CMP
117
Courage Miller Partners
Virginia
$4.04M -$3.01K -172 -0.1%
WC
118
Whitnell & Co
Illinois
$3.98M +$363K +20,740 +10%
RRC
119
Relaxing Retirement Coach
Massachusetts
$3.95M -$179K -10,232 -4%
EK
120
Evensky & Katz
Florida
$3.95M -$84.6K -3,616 -2%
CCA
121
Clearwater Capital Advisors
Illinois
$3.94M +$1.94M +111,008 +97%
OCM
122
One Capital Management
California
$3.88M -$221K -12,612 -5%
SWA
123
Sutton Wealth Advisors
Florida
$3.85M +$90.5K +5,176 +2%
MWA
124
Martel Wealth Advisors
Washington
$3.82M -$131K -7,472 -3%
SBL
125
Sargent Bickham Lagudis
Colorado
$3.74M +$1.92M +109,756 +105%
3 4
5
6 7