SCHA icon

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 %
OFG
101
Omega Financial Group
California
$4.45M +$232K +12,976 +5%
B
102
Bailard
California
$4.43M +$231K +12,932 +6%
SIC
103
Salem Investment Counselors
North Carolina
$4.36M +$4.36M +243,856 New
HSA
104
HBK Sorce Advisory
Pennsylvania
$4.26M -$253K -14,172 -6%
QAM
105
QCI Asset Management
New York
$4.26M -$212K -11,844 -5%
CMP
106
Courage Miller Partners
Virginia
$4.23M +$103K +5,764 +2%
DP
107
Denver PWM
Colorado
$4.21M +$110K +6,388 +3%
CHA
108
Cooper/Haims Advisors
New York
$4.2M -$857K -47,936 -17%
AP
109
Appleton Partners
Massachusetts
$4.19M +$526K +29,448 +14%
PAG
110
Pinnacle Advisory Group
Maryland
$4.1M -$121K -6,748 -3%
WC
111
Whitnell & Co
Illinois
$4.1M +$26.3K +1,472 +0.6%
VV
112
Valentine Ventures
Oregon
$4.08M -$69.6K -3,896 -2%
OCM
113
One Capital Management
California
$4.08M +$120K +6,708 +3%
FHB
114
First Hawaiian Bank
Hawaii
$4.07M -$243K -13,600 -6%
SWA
115
Sutton Wealth Advisors
Florida
$4.03M +$102K +5,720 +3%
MWA
116
Martel Wealth Advisors
Washington
$4.01M +$101K +5,624 +3%
RRC
117
Relaxing Retirement Coach
Massachusetts
$3.99M -$50.7K -2,836 -1%
SIAS
118
Shine Investment Advisory Services
Colorado
$3.89M -$289K -16,188 -7%
BBPWM
119
Blue Bell Private Wealth Management
Pennsylvania
$3.88M +$554K +30,984 +17%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$3.49M +$5.36K +300 +0.2%
TRCT
121
Tower Research Capital (TRC)
New York
$3.43M -$155K -8,692 -4%
PA
122
Planning Alternatives
Michigan
$3.4M -$99.2K -5,552 -3%
MA
123
MCF Advisors
Kentucky
$3.33M +$140K +7,828 +4%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$3.29M +$28.8K +1,604 +0.9%
BC
125
Burleson & Co
California
$3.28M -$7.56K -424 -0.2%
3 4
5
6 7