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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 %
HIC
201
Hartline Investment Corp
Illinois
$1.7M -$156K -8,940 -8%
CWM
202
Cabot Wealth Management
Massachusetts
$1.69M +$88K +5,036 +5%
BPA
203
Beacon Pointe Advisors
California
$1.67M -$209K -11,940 -11%
AIM
204
Anchor Investment Management
South Carolina
$1.62M +$438K +25,032 +37%
IDA
205
Intelligence Driven Advisers
California
$1.62M -$68.5K -3,916 -4%
DBRC
206
D.B. Root & Company
Pennsylvania
$1.62M +$83.9K +4,796 +5%
EWM
207
Elmwood Wealth Management
California
$1.61M -$1.1M -62,904 -41%
SDWMA
208
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.6M +$110K +6,292 +7%
MWM
209
Mission Wealth Management
California
$1.58M +$103K +5,888 +7%
PA
210
Pinnacle Associates
New York
$1.57M +$31.8K +1,816 +2%
AIA
211
Arcadia Investment Advisors
Idaho
$1.57M -$675K -38,632 -30%
PFA
212
Pinnacle Family Advisors
Missouri
$1.57M -$290K -16,612 -16%
VA
213
Valmark Advisers
Ohio
$1.56M +$291K +16,660 +23%
SFG
214
SNS Financial Group
Minnesota
$1.54M -$147K -8,400 -9%
MCM
215
Mainstay Capital Management
Michigan
$1.51M -$700 -40 -0%
SAA
216
Southeast Asset Advisors
Georgia
$1.51M +$573K +32,760 +61%
SCA
217
Strategic Capital Advisers
Colorado
$1.5M +$104K +5,968 +7%
AOWM
218
Alpha Omega Wealth Management
Virginia
$1.49M +$121K +6,908 +9%
ASN
219
Advisory Services Network
Georgia
$1.48M +$219K +12,548 +17%
LCC
220
Lincoln Capital Corp
Rhode Island
$1.48M +$2.24K +128 +0.2%
FC
221
FCA Corp
Texas
$1.46M +$108K +6,152 +8%
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$1.45M +$187K +10,704 +15%
MML Investors Services
223
MML Investors Services
Massachusetts
$1.44M +$65.2K +3,732 +5%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$1.44M -$164K -9,380 -10%
FVWA
225
Foster Victor Wealth Advisors
South Carolina
$1.38M +$1.38M +78,744 New
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