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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

559 hedge funds and large institutions have $2.95B invested in Schwab U.S Small- Cap ETF in 2018 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 225 increasing their positions, 169 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+49
Holders Change %
+9.61%
% of All Funds
12.47%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.25%
New
114
Increased
225
Reduced
169
Closed
59
Calls
$473K
Puts
$316K
Net Calls
+$157K
Net Calls Change
+$111K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$45.2M
2
UBS Group
UBS Group
Switzerland
$40.2M
3
Mariner
Mariner
Kansas
$28.3M
4
SEI Investments
SEI Investments
Pennsylvania
$199M
5
DCM
DeGreen Capital Management
Arizona
$12.5M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$1.06B
2
PFG
Piershale Financial Group
Illinois
$14.8M
3
Ameriprise
Ameriprise
Minnesota
$27.1M
4
HGWM
Harvest Group Wealth Management
Massachusetts
$0
5
FMP
Financial Management Professionals
Texas
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
226
Chevy Chase Trust
Maryland
$1.24M – – –
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$1.23M -$118K -7,780 -9%
MAS
228
Managed Account Services
Florida
$1.22M -$97.3K -5,808 -7%
UBS AM
229
UBS AM
Illinois
$1.22M +$1.18M +77,612 +2,837%
SCA
230
Strategic Capital Advisers
Colorado
$1.21M -$11.5K -756 -0.9%
MML Investors Services
231
MML Investors Services
Massachusetts
$1.19M +$429K +28,300 +56%
AOWM
232
Alpha Omega Wealth Management
Virginia
$1.19M -$789 -52 -0.1%
FC
233
FCA Corp
Texas
$1.17M +$52.3K +3,444 +5%
CCM
234
Condor Capital Management
New Jersey
$1.17M +$22.1K +1,456 +2%
PWSG
235
Pacific Wealth Strategies Group
California
$1.17M +$183K +12,052 +19%
LFS
236
Lutz Financial Services
Nebraska
$1.16M +$1.16M +76,296 New
IF
237
Ironwood Financial
Arizona
$1.15M +$125K +8,244 +12%
BP
238
Broadleaf Partners
Ohio
$1.12M +$21.9K +1,440 +2%
FBB
239
Fulton Breakefield Broenniman
Maryland
$1.12M +$83.9K +5,528 +8%
FA
240
FDx Advisors
Illinois
$1.1M -$275K -18,104 -20%
CA
241
Clearstead Advisors
Ohio
$1.1M +$1.1M +72,556 New
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
$1.1M -$39.2K -2,584 -3%
VA
243
Valmark Advisers
Ohio
$1.1M +$111K +7,292 +11%
ASN
244
Advisory Services Network
Georgia
$1.1M +$422K +27,840 +63%
ML
245
McAdam LLC
Pennsylvania
$1.09M -$3.36M -221,324 -75%
AC
246
Abbrea Capital
California
$1.08M +$1.08M +70,844 New
FANJ
247
Financial Architects (New Jersey)
New Jersey
$1.07M -$18.4K -1,216 -2%
CA
248
Cambridge Advisors
Nebraska
$1.07M +$121K +7,972 +13%
KCPG
249
Kavar Capital Partners Group
Kansas
$1.04M +$1.04M +68,616 New
AIM
250
Anchor Investment Management
South Carolina
$1.03M -$56.1K -3,700 -5%
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