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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 %
BC
151
Bartlett & Co
Ohio
$2.15M +$49.9K +2,712 +2%
BCWM
152
Bartlett & Co Wealth Management
Ohio
$2.15M +$49.9K +2,712 +2%
PFT
153
Providence First Trust
Arizona
$2.11M +$13K +704 +0.6%
LPIC
154
LeJeune Puetz Investment Counsel
Michigan
$2.1M +$451K +24,512 +27%
BC
155
Barnett & Company
Tennessee
$2.1M +$203K +11,024 +11%
HIC
156
Hartline Investment Corp
Illinois
$2.08M -$16.4K -892 -0.8%
PWA
157
Providence Wealth Advisors
Illinois
$2.06M +$2.06M +112,144 New
CCMW
158
Cypress Capital Management (Wyoming)
Wyoming
$2.04M -$217K -11,780 -10%
CWM
159
Cabot Wealth Management
Massachusetts
$2.04M +$74.8K +4,068 +4%
SAM
160
Summit Asset Management
Tennessee
$2.03M +$6.33K +344 +0.3%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$2.01M +$34.7K +1,888 +2%
MWM
162
MinichMacGregor Wealth Management
New York
$2M +$1.99M +107,296 +14,344%
CHA
163
Carmichael Hill & Associates
Maryland
$1.99M +$90.7K +4,932 +5%
IAS
164
IMA Advisory Services
Colorado
$1.97M +$140K +7,612 +8%
PAG
165
Private Advisor Group
New Jersey
$1.96M +$1.38M +74,808 +239%
BlackRock
166
BlackRock
New York
$1.86M -$80.6K -4,384 -4%
EWM
167
Evermay Wealth Management
Virginia
$1.85M +$22.1K +1,200 +1%
FA
168
FDx Advisors
Illinois
$1.82M +$151K +8,184 +9%
OAJ
169
Ogorek Anthony Joseph
New York
$1.81M +$1.81M +98,620 New
TA
170
TMD & Associates
Arizona
$1.79M +$1.79M +97,192 New
LFAS
171
Level Four Advisory Services
Texas
$1.77M +$657K +35,692 +59%
TYCC
172
Texas Yale Capital Corp
Florida
$1.76M +$23.5K +1,280 +1%
HFP
173
Holistic Financial Partners
Indiana
$1.62M +$327K +17,804 +25%
PA
174
Pinnacle Associates
New York
$1.6M -$157K -8,536 -9%
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$1.58M +$319K +17,332 +25%
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