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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
+$55.9M
3
HGWM
Harvest Group Wealth Management
Massachusetts
+$16.3M
4
Ameriprise
Ameriprise
Minnesota
+$16M
5
PR
Payden & Rygel
California
+$15M

Top Sellers

1
QAM
QCI Asset Management
New York
-$15.8M
2
SEI Investments
SEI Investments
Pennsylvania
-$11.4M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$9.12M
4
FSA
Financial Services Advisory
Maryland
-$5.64M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$5.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
176
Kingsview Wealth Management
Oregon
$1.98M +$339K +17,788 +21%
IAS
177
IMA Advisory Services
Colorado
$1.96M -$78.1K -4,104 -4%
EWM
178
Evermay Wealth Management
Virginia
$1.94M +$29.3K +1,536 +2%
FAIM
179
Financial Advocates Investment Management
Washington
$1.91M +$282K +14,784 +17%
OAJ
180
Ogorek Anthony Joseph
New York
$1.87M -$3.35K -176 -0.2%
TYCC
181
Texas Yale Capital Corp
Florida
$1.86M +$35.5K +1,864 +2%
BlackRock
182
BlackRock
New York
$1.85M -$77.1K -4,048 -4%
FA
183
FDx Advisors
Illinois
$1.73M -$153K -8,052 -8%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$1.69M +$154K +8,096 +10%
PA
185
Pinnacle Associates
New York
$1.68M +$17.8K +936 +1%
HR
186
Howe & Rusling
New York
$1.62M +$261K +13,720 +19%
WAM
187
Watermark Asset Management
California
$1.59M +$65.1K +3,420 +4%
Chevy Chase Trust
188
Chevy Chase Trust
Maryland
$1.55M – – –
LCM
189
Leisure Capital Management
California
$1.55M +$195K +10,220 +14%
SCA
190
Strategic Capital Advisers
Colorado
$1.53M +$11.4K +600 +0.8%
MCM
191
Mainstay Capital Management
Michigan
$1.5M +$1.5M +78,708 +109,317%
AOWM
192
Alpha Omega Wealth Management
Virginia
$1.49M +$165K +8,644 +12%
JFA
193
JNBA Financial Advisors
Minnesota
$1.49M +$1.49M +78,248 +41,621%
WI
194
Wintrust Investments
Illinois
$1.49M +$120K +6,324 +9%
AA
195
Alesco Advisors
New York
$1.47M +$2.13K +112 +0.1%
CCM
196
Condor Capital Management
New Jersey
$1.44M -$23.7K -1,244 -2%
JPMPWA
197
J.P. Morgan Private Wealth Advisors
California
$1.44M +$189K +9,936 +15%
DBRC
198
D.B. Root & Company
Pennsylvania
$1.44M +$282K +14,816 +24%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$1.43M +$3.12K +164 +0.2%
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$1.43M +$323K +17,000 +29%
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