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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 %
GCA
201
Gradient Capital Advisors
California
$1.81M -$159K -8,916 -8%
SDWMA
202
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.8M +$163K +9,136 +10%
UBS AM
203
UBS AM
Illinois
$1.8M +$492K +27,544 +38%
SAM
204
Summit Asset Management
Tennessee
$1.76M -$15.2K -848 -0.9%
AIM
205
Anchor Investment Management
South Carolina
$1.74M +$78.9K +4,416 +5%
SCA
206
Strategic Capital Advisers
Colorado
$1.72M +$184K +10,280 +12%
CWM
207
Cabot Wealth Management
Massachusetts
$1.7M -$25.7K -1,440 -1%
BIA
208
BHK Investment Advisors
Alabama
$1.69M +$647K +36,188 +62%
PFA
209
Pinnacle Family Advisors
Missouri
$1.67M +$69K +3,860 +4%
DBRC
210
D.B. Root & Company
Pennsylvania
$1.66M +$12.2K +684 +0.7%
VA
211
Valmark Advisers
Ohio
$1.66M +$68K +3,808 +4%
FVWA
212
Foster Victor Wealth Advisors
South Carolina
$1.64M +$225K +12,572 +16%
TYCC
213
Texas Yale Capital Corp
Florida
$1.62M -$1.67M -93,648 -51%
EWM
214
Elmwood Wealth Management
California
$1.6M -$49K -2,740 -3%
AIA
215
Arcadia Investment Advisors
Idaho
$1.58M -$18.7K -1,044 -1%
MCM
216
Mainstay Capital Management
Michigan
$1.58M +$37K +2,072 +2%
PA
217
Pinnacle Associates
New York
$1.58M -$23.5K -1,316 -1%
BC
218
Barnett & Company
Tennessee
$1.58M -$217K -12,156 -12%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$1.57M +$99.7K +5,580 +7%
AOWM
220
Alpha Omega Wealth Management
Virginia
$1.57M +$41.2K +2,308 +3%
G
221
Gainplan
Michigan
$1.56M +$965K +54,004 +162%
IDA
222
Intelligence Driven Advisers
California
$1.55M -$112K -6,240 -7%
CWS
223
Cypress Wealth Services
California
$1.54M -$256K -14,328 -14%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$1.54M +$49.4K +2,764 +3%
LCC
225
Lincoln Capital Corp
Rhode Island
$1.52M +$9.29K +520 +0.6%
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