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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 %
Jane Street
176
Jane Street
New York
$2.24M -$8.03M -449,052 -78%
CK
177
Cohen Klingenstein
New York
$2.24M -$183K -10,256 -8%
WP
178
WealthSource Partners
California
$2.21M -$1.51M -84,692 -41%
FA
179
Fagan Associates
New York
$2.2M -$39.8K -2,228 -2%
FLPIM
180
F.L. Putnam Investment Management
Massachusetts
$2.17M -$679K -38,016 -24%
CHA
181
Carmichael Hill & Associates
Maryland
$2.16M +$130K +7,284 +6%
WC
182
Westwind Capital
New Mexico
$2.14M -$55.7K -3,116 -3%
HI
183
Hudock Inc
Pennsylvania
$2.13M +$975K +54,604 +85%
BPA
184
Beacon Pointe Advisors
California
$2.13M +$419K +23,448 +25%
CFIA
185
Cantor Fitzgerald Investment Advisors
New York
$2.1M -$726K -40,648 -26%
GC
186
Garde Capital
Washington
$2.09M -$106K -5,916 -5%
EFS
187
Econ Financial Services
Pennsylvania
$2.08M +$217K +12,124 +12%
AIS
188
American Investment Services
Massachusetts
$2.04M -$30.7K -1,720 -1%
PFT
189
Providence First Trust
Arizona
$2.01M – – –
FAIM
190
Financial Advocates Investment Management
Washington
$2M +$163K +9,112 +9%
Koshinski Asset Management
191
Koshinski Asset Management
Illinois
$1.98M -$63.3K -3,544 -3%
AA
192
Alesco Advisors
New York
$1.97M +$2.36K +132 +0.1%
MCM
193
MAI Capital Management
Ohio
$1.95M +$1.95M +109,324 New
LCM
194
Leisure Capital Management
California
$1.94M +$111K +6,236 +6%
BAM
195
Baldrige Asset Management
Pennsylvania
$1.93M -$70.8K -3,964 -4%
CCMW
196
Cypress Capital Management (Wyoming)
Wyoming
$1.92M +$1.92M +107,220 New
LWMT
197
Legacy Wealth Management (Tennessee)
Tennessee
$1.83M +$589K +32,988 +47%
Goldman Sachs
198
Goldman Sachs
New York
$1.82M -$1.14K -64 -0.1%
SFG
199
SNS Financial Group
Minnesota
$1.81M +$236K +13,204 +15%
MWM
200
Mission Wealth Management
California
$1.81M +$196K +10,964 +12%
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