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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

442 hedge funds and large institutions have $2.9B invested in Schwab U.S Small- Cap ETF in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 243 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
10.14%
Holding in Top 10
52
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.19%
New
46
Increased
243
Reduced
109
Closed
36
Calls
$498K
Puts
–
Net Calls
+$498K
Net Calls Change
+$428K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.22B
2
SEI Investments
SEI Investments
Pennsylvania
$223M
3
PCA
Personal Capital Advisors
California
$118M
4
Bank of America
Bank of America
North Carolina
$24.7M
5
BWL
Bogart Wealth LLC
Virginia
$9.55M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$2K
2
Jane Street
Jane Street
New York
$6.52M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$20.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
5
BFG
Bouchey Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$1.1M -$228K -13,172 -17%
IF
202
Ironwood Financial
Arizona
$1.08M +$81.2K +4,700 +8%
BFPW
203
BOK Financial Private Wealth
Colorado
$1.05M +$14.1K +816 +1%
LFAS
204
Level Four Advisory Services
Texas
$1.05M +$655K +37,888 +168%
SIAS
205
Shine Investment Advisory Services
Colorado
$1.04M +$5.25K +304 +0.5%
FBB
206
Fulton Breakefield Broenniman
Maryland
$1.03M +$193K +11,144 +23%
SGAM
207
Steinberg Global Asset Management
Florida
$1.02M +$34.4K +1,988 +3%
CWS
208
Cypress Wealth Services
California
$1.02M +$171K +9,876 +20%
CA
209
Cambridge Advisors
Nebraska
$1.02M +$223K +12,916 +28%
SC
210
Savant Capital
Illinois
$1.01M +$44.5K +2,576 +5%
BIA
211
Bigelow Investment Advisors
Maine
$991K +$64K +3,704 +7%
VA
212
Valmark Advisers
Ohio
$977K +$93.3K +5,400 +11%
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$976K +$19.5K +1,124 +2%
VCM
214
Vivaldi Capital Management
Illinois
$970K +$168K +9,696 +21%
CFIA
215
Cantor Fitzgerald Investment Advisors
New York
$966K -$82K -4,744 -8%
APG
216
Abacus Planning Group
South Carolina
$964K +$24.6K +1,424 +3%
BCI
217
Brinker Capital Investments
Pennsylvania
$961K -$24.7K -1,432 -3%
HR
218
Howe & Rusling
New York
$958K +$130K +7,540 +16%
B
219
Brightworth
Georgia
$946K +$198K +11,460 +26%
OC
220
Oarsman Capital
Wisconsin
$945K +$85.7K +4,960 +10%
MCM
221
Mengis Capital Management
Oregon
$944K -$38.6K -2,232 -4%
CAN
222
Cetera Advisor Networks
California
$944K +$483K +27,928 +105%
HA
223
Harborview Advisors
Maine
$941K +$129K +7,460 +16%
DBRC
224
D.B. Root & Company
Pennsylvania
$932K +$271K +15,684 +41%
EA
225
Edge Advisors
Georgia
$928K +$207 +12 +0%
7 8
9
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