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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
+$33.8M
2
UBS Group
UBS Group
Switzerland
+$29.3M
3
Mariner
Mariner
Kansas
+$23.4M
4
SEI Investments
SEI Investments
Pennsylvania
+$20.8M
5
DCM
DeGreen Capital Management
Arizona
+$12.5M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$105M
2
PFG
Piershale Financial Group
Illinois
-$41.5M
3
Ameriprise
Ameriprise
Minnesota
-$21M
4
HGWM
Harvest Group Wealth Management
Massachusetts
-$20.5M
5
FMP
Financial Management Professionals
Texas
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
251
Wakefield Asset Management
Colorado
$1.03M +$106K +6,984 +11%
VAS
252
Valicenti Advisory Services
New York
$1.03M +$276K +18,208 +37%
BFPW
253
BOK Financial Private Wealth
Colorado
$1.01M +$185K +12,204 +22%
LA
254
LVW Advisors
New York
$1.01M +$1.01M +66,392 New
GCA
255
Genesee Capital Advisors
New York
$1M +$1M +66,104 New
JPMPWA
256
J.P. Morgan Private Wealth Advisors
California
$994K -$153K -10,072 -13%
AWA
257
Acorn Wealth Advisors
Michigan
$994K -$132K -8,188 -12%
LWMT
258
Legacy Wealth Management (Tennessee)
Tennessee
$989K -$957K -63,076 -49%
PWMAG
259
Pinnacle Wealth Management Advisory Group
New Jersey
$970K -$4.07K -268 -0.4%
SC
260
Savant Capital
Illinois
$967K +$19.7K +1,296 +2%
CAN
261
Cetera Advisor Networks
California
$965K -$1.41K -92 -0.1%
JHCP
262
Jackson Hole Capital Partners
Oklahoma
$965K +$965K +63,600 New
WI
263
Wintrust Investments
Illinois
$958K -$229K -15,088 -19%
SGAM
264
Steinberg Global Asset Management
Florida
$958K +$13.3K +876 +1%
AIM
265
Aspen Investment Management
Michigan
$952K +$232K +15,312 +32%
PAM
266
Palisade Asset Management
Minnesota
$940K – – –
BIA
267
Bigelow Investment Advisors
Maine
$939K +$4.85K +320 +0.5%
WPA
268
West Paces Advisors
Georgia
$936K +$415K +27,344 +80%
LFA
269
Landmark Financial Advisors
Kentucky
$935K +$14.4K +952 +2%
YWP
270
YorkBridge Wealth Partners
New York
$932K +$65.2K +4,300 +8%
WF
271
WealthTrust Fairport
Ohio
$931K +$467K +30,780 +101%
HA
272
Harborview Advisors
Maine
$930K +$26.9K +1,772 +3%
HI
273
Hudock Inc
Pennsylvania
$914K -$48.1K -3,192 -5%
CWM
274
Centric Wealth Management
Illinois
$908K +$908K +59,876 New
BPWA
275
Beacon Pointe Wealth Advisors
California
$899K +$899K +59,548 New
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