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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 %
BC
276
Brinker Capital
Pennsylvania
$870K +$870K +57,344 New
AAIM
277
Asset Advisors Investment Management
Georgia
$859K -$28.8K -1,900 -3%
MCM
278
Mengis Capital Management
Oregon
$853K -$7.94K -524 -0.9%
CCM
279
Coldstream Capital Management
Washington
$842K +$103K +6,768 +14%
APG
280
Abacus Planning Group
South Carolina
$841K -$3.58K -236 -0.4%
BAM
281
Belpointe Asset Management
Nevada
$830K +$627K +41,320 +308%
ECG
282
Edge Capital Group
Georgia
$821K +$821K +54,120 New
NCM
283
Northwest Capital Management
Oregon
$811K +$267K +17,576 +49%
SAA
284
Southeast Asset Advisors
Georgia
$811K +$447K +29,460 +123%
FNBT
285
FineMark National Bank & Trust
Florida
$805K +$67.2K +4,428 +9%
GSIS
286
Global Strategic Investment Solutions
Arizona
$791K +$791K +52,140 New
SCM
287
Stordahl Capital Management
Colorado
$787K +$787K +51,896 New
IRC
288
Investors Research Corp
Georgia
$783K +$115K +7,568 +17%
DWM
289
Destination Wealth Management
California
$778K +$63.3K +4,172 +9%
BCI
290
Brinker Capital Investments
Pennsylvania
$775K -$7.82K -516 -1%
OC
291
Oarsman Capital
Wisconsin
$766K -$91.4K -6,024 -11%
BBA
292
BLB&B Advisors
Pennsylvania
$766K – – –
B
293
Brightworth
Georgia
$764K -$163K -10,764 -18%
RC
294
Roundview Capital
New Jersey
$758K -$28.5K -1,880 -4%
APSI
295
Asset Planning Services Inc
Louisiana
$750K +$11.5K +760 +2%
LWAC
296
Laurel Wealth Advisors (California)
California
$748K +$160K +10,568 +27%
SMG
297
Spectrum Management Group
Indiana
$740K – – –
VCM
298
Vivaldi Capital Management
Illinois
$726K -$172K -11,320 -19%
CA
299
Capital Advantage
California
$723K +$723K +47,672 New
SFS
300
Strategic Financial Services
New York
$722K +$8.19K +540 +1%
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