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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

584 hedge funds and large institutions have $3.6B invested in Schwab U.S Small- Cap ETF in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 281 increasing their positions, 166 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.66%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
1.26%
New
78
Increased
281
Reduced
166
Closed
46
Calls
$657K
Puts
$2.21M
Net Calls
-$1.56M
Net Calls Change
-$1.71M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$114M
2
Bank of America
Bank of America
North Carolina
+$87M
3
PCA
Personal Capital Advisors
California
+$35.2M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
+$18.1M
5
Mariner
Mariner
Kansas
+$7.05M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$28M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$18.5M
3
PFG
Piershale Financial Group
Illinois
-$14.8M
4
QI
QS Investors
New York
-$13.1M
5
TCM
Tradewinds Capital Management
Washington
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
276
Coldstream Capital Management
Washington
$1.03M +$61.3K +3,508 +6%
AWA
277
Acorn Wealth Advisors
Michigan
$1.03M -$83.3K -4,628 -7%
BIA
278
BHK Investment Advisors
Alabama
$1.02M +$556K +31,796 +119%
MCM
279
Mengis Capital Management
Oregon
$993K +$9.44K +540 +1%
B
280
Brightworth
Georgia
$988K +$107K +6,144 +12%
MWM
281
MinichMacGregor Wealth Management
New York
$987K +$987K +55,784 New
APG
282
Abacus Planning Group
South Carolina
$985K +$15.8K +904 +2%
WTC
283
WhitTier Trust Company
Nevada
$972K +$373K +21,336 +62%
RC
284
Roundview Capital
New Jersey
$953K +$79.3K +4,540 +9%
CA
285
Cambridge Advisors
Nebraska
$948K -$287K -16,404 -23%
BIA
286
Bigelow Investment Advisors
Maine
$946K -$136K -7,792 -13%
ECG
287
Edge Capital Group
Georgia
$946K +$140 +8 +0%
PAI
288
Pittenger & Anderson Inc
Nebraska
$944K +$226K +12,924 +31%
AFP
289
Ausdal Financial Partners
Iowa
$919K +$151K +8,628 +20%
BPWA
290
Beacon Pointe Wealth Advisors
California
$915K -$111K -6,440 -11%
BCI
291
Brinker Capital Investments
Pennsylvania
$894K – – –
RJA
292
Raymond James & Associates
Florida
$887K -$735K -42,004 -45%
BBA
293
BLB&B Advisors
Pennsylvania
$883K – – –
VCM
294
Vivaldi Capital Management
Illinois
$873K +$36.1K +2,068 +4%
ECM
295
Evergreen Capital Management
Washington
$863K +$296K +16,952 +52%
WPA
296
West Paces Advisors
Georgia
$862K -$217K -12,404 -20%
LYV
297
Live Your Vision
Pennsylvania
$854K +$227K +12,576 +36%
SMG
298
Spectrum Management Group
Indiana
$853K – – –
MGIA
299
Moneta Group Investment Advisors
Missouri
$853K +$187K +10,692 +28%
AG
300
Advisor Group
Arizona
$848K +$47.8K +2,736 +6%
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12
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