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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

510 hedge funds and large institutions have $3.72B invested in Schwab U.S Small- Cap ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 258 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+27
Holders Change %
+5.59%
% of All Funds
11.68%
Holding in Top 10
58
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.33%
New
55
Increased
258
Reduced
140
Closed
23
Calls
$541K
Puts
$495K
Net Calls
+$46K
Net Calls Change
-$307K

Top Buyers

1
PFG
Piershale Financial Group
Illinois
$70.6M
2
CSIA
Charles Schwab Investment Advisory
California
$1.46B
3
HGWM
Harvest Group Wealth Management
Massachusetts
$20.5M
4
Ameriprise
Ameriprise
Minnesota
$108M
5
PR
Payden & Rygel
California
$18.8M

Top Sellers

1
QAM
QCI Asset Management
New York
$5.47M
2
SEI Investments
SEI Investments
Pennsylvania
$223M
3
Financial Engines Advisors
Financial Engines Advisors
California
$15.4M
4
FSA
Financial Services Advisory
Maryland
$5.72M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
151
Burleson & Co
California
$2.5M +$174K +10,324 +7%
LIM
152
Leavell Investment Management
Alabama
$2.49M -$4.11K -216 -0.2%
PA
153
Parallel Advisors
California
$2.47M +$57.8K +3,036 +2%
FA
154
Fagan Associates
New York
$2.47M +$89.9K +4,720 +4%
LWMT
155
Legacy Wealth Management (Tennessee)
Tennessee
$2.44M -$5.4M -283,532 -69%
JIC
156
Johnson Investment Counsel
Ohio
$2.4M -$65.6K -3,444 -3%
CCMW
157
Cypress Capital Management (Wyoming)
Wyoming
$2.37M +$258K +13,564 +12%
SAM
158
Smithbridge Asset Management
Pennsylvania
$2.34M +$44.9K +2,360 +2%
FLPIM
159
F.L. Putnam Investment Management
Massachusetts
$2.34M +$108K +5,696 +5%
CB
160
Community Bank
New York
$2.33M -$19.4K -1,020 -0.8%
TRCT
161
Tower Research Capital (TRC)
New York
$2.29M +$2.29M +120,056 +1,500,700%
PWA
162
Providence Wealth Advisors
Illinois
$2.24M +$109K +5,720 +5%
HFP
163
Holistic Financial Partners
Indiana
$2.24M +$563K +29,576 +34%
BCWM
164
Bartlett & Co Wealth Management
Ohio
$2.22M – – –
BC
165
Bartlett & Co
Ohio
$2.22M – – –
NWS
166
Newport Wealth Strategies
California
$2.21M -$185K -10,868 -8%
LPIC
167
LeJeune Puetz Investment Counsel
Michigan
$2.19M +$12.1K +636 +0.6%
PFT
168
Providence First Trust
Arizona
$2.18M – – –
LFAS
169
Level Four Advisory Services
Texas
$2.17M +$335K +17,592 +18%
BC
170
Barnett & Company
Tennessee
$2.16M -$19K -996 -0.9%
CHA
171
Carmichael Hill & Associates
Maryland
$2.15M +$88K +4,620 +4%
SAM
172
Summit Asset Management
Tennessee
$2.14M +$42K +2,204 +2%
HIC
173
Hartline Investment Corp
Illinois
$2.13M -$17.1K -896 -0.8%
CWM
174
Cabot Wealth Management
Massachusetts
$2.07M -$40.7K -2,136 -2%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$2.05M -$32.9K -1,728 -2%
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