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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

483 hedge funds and large institutions have $3.32B invested in Schwab U.S Small- Cap ETF in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 247 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+41
Holders Change %
+9.28%
% of All Funds
11.07%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
1.33%
New
62
Increased
247
Reduced
110
Closed
17
Calls
$853K
Puts
$500K
Net Calls
+$353K
Net Calls Change
-$145K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.36B
2
FMP
Financial Management Professionals
Texas
$36.2M
3
Ameriprise
Ameriprise
Minnesota
$49.8M
4
PCA
Personal Capital Advisors
California
$146M
5
FSA
Financial Services Advisory
Maryland
$11M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$227M
2
BWL
Bogart Wealth LLC
Virginia
$51K
3
TP
Truvvo Partners
New York
$0
4
QI
QS Investors
New York
$34.7M
5
DWM
Destination Wealth Management
California
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
B
201
Bailard
California
$1.23M +$473K +25,700 +62%
FBB
202
Fulton Breakefield Broenniman
Maryland
$1.22M +$123K +6,704 +11%
JPMPWA
203
J.P. Morgan Private Wealth Advisors
California
$1.21M +$37.5K +2,040 +3%
CWS
204
Cypress Wealth Services
California
$1.21M +$124K +6,744 +11%
BBA
205
BLB&B Advisors
Pennsylvania
$1.19M -$85.1K -4,624 -7%
PWMAG
206
Pinnacle Wealth Management Advisory Group
New Jersey
$1.18M -$184K -10,000 -13%
IF
207
Ironwood Financial
Arizona
$1.16M +$11K +600 +1%
SGAM
208
Steinberg Global Asset Management
Florida
$1.16M +$68.8K +3,740 +6%
VA
209
Valmark Advisers
Ohio
$1.14M +$95.2K +5,180 +9%
AIM
210
Anchor Investment Management
South Carolina
$1.13M +$204K +11,100 +22%
BIA
211
Bigelow Investment Advisors
Maine
$1.13M +$74.2K +4,036 +7%
CA
212
Cambridge Advisors
Nebraska
$1.12M +$37.2K +2,020 +3%
SC
213
Savant Capital
Illinois
$1.12M +$46.1K +2,508 +4%
DBRC
214
D.B. Root & Company
Pennsylvania
$1.12M +$125K +6,796 +13%
PWSG
215
Pacific Wealth Strategies Group
California
$1.1M +$116K +6,284 +12%
HA
216
Harborview Advisors
Maine
$1.08M +$76.4K +4,156 +8%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$1.07M +$31.7K +1,724 +3%
OC
218
Oarsman Capital
Wisconsin
$1.06M +$58K +3,152 +6%
BFPW
219
BOK Financial Private Wealth
Colorado
$1.06M -$52.7K -2,868 -5%
MCM
220
Mengis Capital Management
Oregon
$1.06M +$52.8K +2,872 +5%
AAC
221
Asset Advisors Corp
Georgia
$1.05M +$96.7K +5,260 +10%
VCM
222
Vivaldi Capital Management
Illinois
$1.04M +$7.65K +416 +0.7%
CFIA
223
Cantor Fitzgerald Investment Advisors
New York
$1.02M -$5.44K -296 -0.5%
BAMG
224
Brand Asset Management Group
Missouri
$1.01M +$1.01M +54,820 New
APG
225
Abacus Planning Group
South Carolina
$1.01M -$20.9K -1,136 -2%
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