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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 %
TPW
151
Tiller Private Wealth
Pennsylvania
$2.72M -$1.94M -108,404 -42%
ASN
152
Advisory Services Network
Georgia
$2.7M +$1.18M +65,996 +78%
FWP
153
FAS Wealth Partners
Kansas
$2.69M +$92.5K +5,176 +4%
PA
154
Parallel Advisors
California
$2.69M +$319K +17,832 +13%
IAS
155
IMA Advisory Services
Colorado
$2.65M +$154K +8,628 +6%
FA
156
FDx Advisors
Illinois
$2.61M +$1.39M +77,992 +114%
LIM
157
Leavell Investment Management
Alabama
$2.6M +$44.5K +2,484 +2%
GC
158
Grimes & Company
Massachusetts
$2.54M -$1.79M -100,024 -41%
NWS
159
Newport Wealth Strategies
California
$2.51M -$8.21K -460 -0.3%
CMBA
160
C.M. Bidwell & Associates
Hawaii
$2.51M +$35.3K +1,976 +1%
KCPG
161
Kavar Capital Partners Group
Kansas
$2.48M +$596K +33,380 +32%
MIAN
162
Mariner Independent Advisor Network
Kansas
$2.47M +$1.1M +61,552 +81%
SBL
163
Sargent Bickham Lagudis
Colorado
$2.46M -$1.37M -76,412 -36%
SBH
164
Segall Bryant & Hamill
Illinois
$2.45M -$4.86K -272 -0.2%
CCM
165
Chilton Capital Management
Texas
$2.44M +$134K +7,480 +6%
PPA
166
Parametric Portfolio Associates
Washington
$2.42M -$129K -7,228 -5%
JIC
167
Johnson Investment Counsel
Ohio
$2.4M -$301K -16,804 -11%
BCWM
168
Bartlett & Co Wealth Management
Ohio
$2.4M -$34.1K -1,900 -1%
SAM
169
Smithbridge Asset Management
Pennsylvania
$2.39M +$117K +6,540 +5%
BC
170
Bartlett & Co
Ohio
$2.39M -$34K -1,900 -1%
PWA
171
Providence Wealth Advisors
Illinois
$2.31M +$47.2K +2,636 +2%
LPIC
172
LeJeune Puetz Investment Counsel
Michigan
$2.3M +$12.4K +696 +0.5%
BW
173
Bison Wealth
Georgia
$2.28M +$98.8K +5,528 +5%
PAG
174
Private Advisor Group
New Jersey
$2.25M +$122K +6,852 +6%
CB
175
Community Bank
New York
$2.25M +$38K +2,128 +2%
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