SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

584 hedge funds and large institutions have $3.6B invested in Schwab U.S Small- Cap ETF in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 281 increasing their positions, 166 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.66%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
1.26%
New
78
Increased
281
Reduced
166
Closed
46
Calls
$657K
Puts
$2.21M
Net Calls
-$1.56M
Net Calls Change
-$1.71M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$114M
2
Bank of America
Bank of America
North Carolina
+$87M
3
PCA
Personal Capital Advisors
California
+$35.2M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
+$18.1M
5
Mariner
Mariner
Kansas
+$7.05M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$28M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$18.5M
3
PFG
Piershale Financial Group
Illinois
-$14.8M
4
QI
QS Investors
New York
-$13.1M
5
TCM
Tradewinds Capital Management
Washington
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
176
Fagan Associates
New York
$2.19M -$16.3K -932 -0.7%
CB
177
Community Bank
New York
$2.16M +$57.3K +3,280 +3%
WC
178
Westwind Capital
New Mexico
$2.15M -$292K -16,684 -12%
GC
179
Garde Capital
Washington
$2.14M +$85.5K +4,892 +4%
BW
180
Bison Wealth
Georgia
$2.13M +$182K +10,384 +9%
SWP
181
Stratos Wealth Partners
Ohio
$2.13M -$2.16M -123,424 -50%
PAG
182
Private Advisor Group
New Jersey
$2.08M -$83.9K -4,800 -4%
MWM
183
Meridian Wealth Management
Kentucky
$2.06M -$38K -2,176 -2%
PS
184
Portfolio Solutions
Michigan
$2.05M -$223K -12,732 -10%
AIS
185
American Investment Services
Massachusetts
$2.02M +$59.5K +3,400 +3%
CHA
186
Carmichael Hill & Associates
Maryland
$1.98M -$7.69K -440 -0.4%
PFT
187
Providence First Trust
Arizona
$1.97M – – –
BAM
188
Baldrige Asset Management
Pennsylvania
$1.96M +$1.96M +111,836 New
GCA
189
Gradient Capital Advisors
California
$1.93M -$263K -15,028 -12%
AA
190
Alesco Advisors
New York
$1.92M -$151K -8,636 -7%
KCPG
191
Kavar Capital Partners Group
Kansas
$1.84M +$639K +36,528 +53%
KWM
192
Kingsview Wealth Management
Oregon
$1.83M +$49.7K +2,844 +3%
EFS
193
Econ Financial Services
Pennsylvania
$1.82M -$1.08M -61,608 -37%
FAIM
194
Financial Advocates Investment Management
Washington
$1.8M +$371K +21,228 +26%
LCM
195
Leisure Capital Management
California
$1.79M -$566K -32,348 -24%
Baird Financial Group
196
Baird Financial Group
Wisconsin
$1.79M +$1.79M +102,164 New
Goldman Sachs
197
Goldman Sachs
New York
$1.78M +$1.78M +101,932 New
CWS
198
Cypress Wealth Services
California
$1.76M +$16.5K +944 +0.9%
BC
199
Barnett & Company
Tennessee
$1.76M -$220K -12,588 -11%
SAM
200
Summit Asset Management
Tennessee
$1.74M +$28.3K +1,616 +2%
6 7
8
9 10