SCHA icon

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.

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

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$227M
2
BWL
2
Bogart Wealth LLC
Virginia
$51K
3
TP
3
Truvvo Partners
New York
$0
4
QI
4
QS Investors
New York
$34.7M
5
DWM
5
Destination Wealth Management
California
$793K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.36B 18,488,862 +841,492 +5%
SEI Investments
2
SEI Investments
Pennsylvania
$227M 3,078,998 -140,667 -4%
PCA
3
Personal Capital Advisors
California
$146M 1,987,922 +280,906 +16%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$64.3M 842,152 +41,796 +5%
Ameriprise
5
Ameriprise
Minnesota
$49.8M 677,097 +362,598 +115%
Charles Schwab
6
Charles Schwab
California
$49.5M 672,318 +24,623 +4%
AB
7
AT Bancorp
Iowa
$43.4M 589,551 -32,380 -5%
TAT
8
TD Ameritrade Trust
Colorado
$37.9M 514,659 +6,441 +1%
FMP
9
Financial Management Professionals
Texas
$36.2M 492,610 +492,576 +1,448,753%
QI
10
QS Investors
New York
$34.7M 471,408 -46,640 -9%
ACM
11
Alpha Capital Management
Texas
$30.2M 411,096 +8,165 +2%
UCFA
12
United Capital Financial Advisors
Texas
$25.3M 344,253 +8,721 +3%
WAM
13
Wealthspire Advisors (Maryland)
Maryland
$24.7M 335,164 +8,199 +3%
AWS
14
AJ Wealth Strategies
New York
$24.6M 333,888 +44,546 +15%
Bank of America
15
Bank of America
North Carolina
$24.5M 332,845 -25,039 -7%
Financial Engines Advisors
16
Financial Engines Advisors
California
$23.7M 321,883 +17,462 +6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$22.5M 305,963 +6,994 +2%
SHJ
18
Sharkey, Howes & Javer
Colorado
$21.8M 296,419 -26,188 -8%
QAM
19
QCI Asset Management
New York
$20.5M 279,054 -7,402 -3%
GAM
20
Gemmer Asset Management
California
$19.1M 259,710 +7,444 +3%
RRWA
21
Rainey & Randall Wealth Advisors
Florida
$17.3M 235,519 +5,714 +2%
KFC
22
Klingenstein Fields & Co
New York
$17M 230,658 +26,360 +13%
AA
23
Apriem Advisors
California
$16.8M 227,840 +131,608 +137%
MWAC
24
Mariner Wealth Advisors (Cincinnati)
Ohio
$16.6M 225,610 +4,017 +2%
MAM
25
Marquette Asset Management
Minnesota
$15.6M 212,476 +3,817 +2%
1
2 3 4 5