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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
$1.36B
2
FMP
Financial Management Professionals
Texas
$36.2M
3
Ameriprise
Ameriprise
Minnesota
$49.8M
4
PCA
Personal Capital Advisors
California
$146M
5
FSA
Financial Services Advisory
Maryland
$11M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$227M
2
BWL
Bogart Wealth LLC
Virginia
$51K
3
TP
Truvvo Partners
New York
$0
4
QI
QS Investors
New York
$34.7M
5
DWM
Destination Wealth Management
California
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
126
C.M. Bidwell & Associates
Hawaii
$2.97M -$245K -13,332 -8%
AMG
127
Asset Management Group
Connecticut
$2.87M -$34.4K -1,868 -1%
LFGH
128
Lee Financial Group Hawaii
Hawaii
$2.86M +$15.2K +824 +0.5%
KF
129
Krilogy Financial
Missouri
$2.83M +$164K +8,920 +6%
EWM
130
Elmwood Wealth Management
California
$2.78M -$276K -15,004 -9%
WC
131
Westwind Capital
New Mexico
$2.77M +$2.75M +149,384 +13,058%
WP
132
WealthSource Partners
California
$2.74M +$350K +19,040 +15%
CFA
133
Cahill Financial Advisors
Minnesota
$2.73M -$6.62K -360 -0.2%
FC
134
Financial Consulate
Maryland
$2.7M +$91.5K +4,976 +4%
CWM
135
Chesapeake Wealth Management
Virginia
$2.7M -$244K -13,260 -8%
BBPWM
136
Blue Bell Private Wealth Management
Pennsylvania
$2.65M -$89.3K -4,856 -3%
NWS
137
Newport Wealth Strategies
California
$2.59M -$2.38M -129,304 -48%
FWP
138
FAS Wealth Partners
Kansas
$2.55M +$106K +5,780 +4%
GC
139
Grimes & Company
Massachusetts
$2.55M +$605K +32,908 +31%
BC
140
Burleson & Co
California
$2.54M +$134K +7,272 +6%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$2.48M +$556K +30,236 +29%
MWM
142
Meridian Wealth Management
Kentucky
$2.43M -$27.8K -1,512 -1%
LIM
143
Leavell Investment Management
Alabama
$2.41M +$3.97K +216 +0.2%
JIC
144
Johnson Investment Counsel
Ohio
$2.39M +$1.09M +59,508 +85%
PA
145
Parallel Advisors
California
$2.33M +$55.3K +3,008 +2%
FA
146
Fagan Associates
New York
$2.3M +$405K +22,024 +21%
CB
147
Community Bank
New York
$2.27M +$187K +10,152 +9%
SAM
148
Smithbridge Asset Management
Pennsylvania
$2.22M +$528K +28,700 +31%
BW
149
Bison Wealth
Georgia
$2.18M +$475K +25,848 +28%
FLPIM
150
F.L. Putnam Investment Management
Massachusetts
$2.16M -$549K -29,836 -20%
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