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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 %
SCP
126
Shorepoint Capital Partners
Massachusetts
$3.18M -$194K -10,880 -6%
PCMC
127
Private Capital Management (Colorado)
Colorado
$3.13M -$63K -3,524 -2%
JPLA
128
Joseph P. Lucia & Associates
New York
$3.1M -$171M -9,552,880 -98%
KF
129
Krilogy Financial
Missouri
$3.06M +$123K +6,892 +4%
HWA
130
HHM Wealth Advisors
Tennessee
$3.05M +$109K +6,096 +4%
GAM
131
Garrison Asset Management
Arkansas
$3M -$67.2K -3,760 -2%
NF
132
Nikulski Financial
Iowa
$3M -$23.2K -1,300 -0.8%
PP
133
PrairieView Partners
Minnesota
$2.97M +$23.3K +1,304 +0.8%
EK
134
Evensky & Katz
Florida
$2.96M -$54.5K -3,048 -2%
PCIA
135
Prime Capital Investment Advisors
Kansas
$2.94M +$2.78M +155,664 +1,755%
PWP
136
Principle Wealth Partners
Connecticut
$2.94M +$229K +12,788 +8%
AMG
137
Asset Management Group
Connecticut
$2.93M +$214 +12 +0%
PS
138
Portfolio Solutions
Michigan
$2.91M +$814K +45,568 +39%
HFP
139
Holistic Financial Partners
Indiana
$2.85M +$188K +10,528 +7%
CFA
140
Cahill Financial Advisors
Minnesota
$2.83M -$4.72K -264 -0.2%
SWM
141
SeaCrest Wealth Management
New York
$2.81M -$581K -32,508 -17%
CWM
142
Chesapeake Wealth Management
Virginia
$2.8M +$242K +13,524 +9%
BAMG
143
Brand Asset Management Group
Missouri
$2.79M -$95.6K -5,352 -3%
JWA
144
JFS Wealth Advisors
Pennsylvania
$2.77M +$5.65K +316 +0.2%
SFWC
145
Strategic Family Wealth Counselors
New Jersey
$2.77M +$255K +14,260 +10%
FTS
146
Fifth Third Securities
Ohio
$2.76M +$2.76M +154,048 New
HWMG
147
Hurlow Wealth Management Group
Indiana
$2.75M +$66.8K +3,732 +2%
RA
148
Riversedge Advisors
Delaware
$2.74M +$2.74M +162,292 New
FSWA
149
Financial Synergies Wealth Advisors
Texas
$2.73M +$408K +22,820 +18%
EWM
150
Evermay Wealth Management
Virginia
$2.73M -$20.4K -1,140 -0.7%
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