SCHA icon

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.

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

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$2K
2
Jane Street
2
Jane Street
New York
$6.52M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$20.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.1M
5
BFG
5
Bouchey Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.22B 17,647,370 +1,938,944 +12%
SEI Investments
2
SEI Investments
Pennsylvania
$223M 3,219,665 +664,503 +26%
PCA
3
Personal Capital Advisors
California
$118M 1,707,016 +322,831 +23%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$56.2M 800,356 +64,833 +9%
Charles Schwab
5
Charles Schwab
California
$44.8M 647,695 +88,751 +16%
AB
6
AT Bancorp
Iowa
$43M 621,931 +8,722 +1%
QI
7
QS Investors
New York
$35.8M 518,048 +94,217 +22%
TAT
8
TD Ameritrade Trust
Colorado
$35.1M 508,218 +56,112 +12%
ACM
9
Alpha Capital Management
Texas
$27.9M 402,931 +2,253 +0.6%
Bank of America
10
Bank of America
North Carolina
$24.7M 357,884 +262,924 +277%
UCFA
11
United Capital Financial Advisors
Texas
$23.2M 335,532 +3,966 +1%
WAM
12
Wealthspire Advisors (Maryland)
Maryland
$22.6M 326,965 +28,771 +10%
SHJ
13
Sharkey, Howes & Javer
Colorado
$22.3M 322,607 -8,375 -3%
Ameriprise
14
Ameriprise
Minnesota
$21.7M 314,499 +16,200 +5%
Financial Engines Advisors
15
Financial Engines Advisors
California
$21M 304,421 +1,715 +0.6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$20.7M 298,969 -84,744 -22%
AWS
17
AJ Wealth Strategies
New York
$20M 289,342 +1,013 +0.4%
QAM
18
QCI Asset Management
New York
$19.8M 286,456 +3,982 +1%
GAM
19
Gemmer Asset Management
California
$17.4M 252,266 +8,584 +4%
RRWA
20
Rainey & Randall Wealth Advisors
Florida
$15.9M 229,805 +51,534 +29%
BWM
21
BerganKDV Wealth Management
Minnesota
$15.5M 224,446 +10,722 +5%
MWAC
22
Mariner Wealth Advisors (Cincinnati)
Ohio
$15.3M 221,593 -23,307 -10%
SWM
23
SVA Wealth Management
Wisconsin
$14.4M 214,284 +478 +0.2%
MAM
24
Marquette Asset Management
Minnesota
$14.4M 208,659 -1,752 -0.8%
KFC
25
Klingenstein Fields & Co
New York
$14.1M 204,298 +20,174 +11%
1
2 3 4 5