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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
1
Charles Schwab Investment Advisory
California
$1.22B
2
SEI Investments
2
SEI Investments
Pennsylvania
$223M
3
PCA
3
Personal Capital Advisors
California
$118M
4
Bank of America
4
Bank of America
North Carolina
$24.7M
5
BWL
5
Bogart Wealth LLC
Virginia
$9.55M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$2K
2
Jane Street
2
Jane Street
New York
$6.52M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$20.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.1M
5
BFG
5
Bouchey Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
151
Grimes & Company
Massachusetts
$1.83M +$19.9K +1,152 +1%
BlackRock
152
BlackRock
New York
$1.83M +$130K +7,512 +8%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$1.8M +$289K +16,720 +19%
CHA
154
Carmichael Hill & Associates
Maryland
$1.79M +$22.2K +1,284 +1%
BC
155
Barnett & Company
Tennessee
$1.78M +$232K +13,440 +15%
IAS
156
IMA Advisory Services
Colorado
$1.72M +$47.2K +2,732 +3%
EWM
157
Evermay Wealth Management
Virginia
$1.72M +$555K +32,136 +48%
TFF
158
The Family Firm
Maryland
$1.7M -$3.59K -208 -0.2%
PA
159
Pinnacle Associates
New York
$1.66M +$3.53K +204 +0.2%
TYCC
160
Texas Yale Capital Corp
Florida
$1.63M +$394K +22,824 +32%
BW
161
Bison Wealth
Georgia
$1.61M +$901K +52,156 +128%
SAM
162
Smithbridge Asset Management
Pennsylvania
$1.59M +$214K +12,380 +16%
FA
163
FDx Advisors
Illinois
$1.57M +$568K +32,860 +57%
LPIC
164
LeJeune Puetz Investment Counsel
Michigan
$1.55M +$436K +25,252 +39%
SFSG
165
Stearns Financial Services Group
North Carolina
$1.48M +$9.26K +536 +0.6%
Chevy Chase Trust
166
Chevy Chase Trust
Maryland
$1.41M -$564K -32,648 -29%
HI
167
Hudock Inc
Pennsylvania
$1.39M +$1.25M +72,516 +935%
ZB
168
Zions Bancorporation
Utah
$1.38M – – –
SCA
169
Strategic Capital Advisers
Colorado
$1.37M – – –
MAS
170
Managed Account Services
Florida
$1.37M +$12.3K +712 +0.9%
AA
171
Alesco Advisors
New York
$1.36M -$4.43K -256 -0.3%
PAM
172
Premier Asset Management
Illinois
$1.35M -$226K -13,080 -14%
CCM
173
Condor Capital Management
New Jersey
$1.33M +$19.1K +1,108 +1%
CCA
174
Cobblestone Capital Advisors
New York
$1.32M -$136K -7,844 -9%
MCM
175
Mainstay Capital Management
Michigan
$1.31M +$217K +12,568 +20%
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7
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