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

Top Sellers

1
FMP
Financial Management Professionals
Texas
$2K
2
Jane Street
Jane Street
New York
$6.52M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$20.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
5
BFG
Bouchey Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$2.59M +$2.31M +133,788 +835%
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$2.58M +$776K +44,904 +43%
CFA
128
Cahill Financial Advisors
Minnesota
$2.58M -$9.61K -556 -0.4%
FLPIM
129
F.L. Putnam Investment Management
Massachusetts
$2.54M +$938K +54,296 +59%
KF
130
Krilogy Financial
Missouri
$2.5M +$121K +6,980 +5%
FC
131
Financial Consulate
Maryland
$2.45M +$290K +16,756 +13%
AP
132
Appleton Partners
Massachusetts
$2.33M +$907K +52,488 +64%
MWM
133
Meridian Wealth Management
Kentucky
$2.31M -$257K -14,860 -10%
FWP
134
FAS Wealth Partners
Kansas
$2.3M +$108K +6,244 +5%
LIM
135
Leavell Investment Management
Alabama
$2.26M +$66K +3,820 +3%
BC
136
Burleson & Co
California
$2.26M -$93.3K -5,396 -4%
Citadel Advisors
137
Citadel Advisors
Florida
$2.25M -$2.1M -121,736 -48%
WP
138
WealthSource Partners
California
$2.24M +$279K +16,160 +14%
PS
139
Portfolio Solutions
Michigan
$2.21M -$273K -15,788 -11%
PA
140
Parallel Advisors
California
$2.14M +$33.5K +1,940 +2%
CCMW
141
Cypress Capital Management (Wyoming)
Wyoming
$2.12M +$1.97M +113,916 +1,297%
AA
142
Advisory Alpha
Michigan
$2.1M +$1.27M +73,000 +153%
BCWM
143
Bartlett & Co Wealth Management
Ohio
$1.97M +$1.97M +113,996 New
BC
144
Bartlett & Co
Ohio
$1.97M +$15.1K +872 +0.8%
HIC
145
Hartline Investment Corp
Illinois
$1.97M -$2.35M -136,052 -54%
PFT
146
Providence First Trust
Arizona
$1.97M +$842K +48,760 +75%
CB
147
Community Bank
New York
$1.95M +$15.9K +920 +0.8%
SAM
148
Summit Asset Management
Tennessee
$1.9M +$67.2K +3,888 +4%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$1.86M -$962K -55,668 -34%
CWM
150
Cabot Wealth Management
Massachusetts
$1.85M +$246K +14,232 +15%
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