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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 %
GHA
301
GW Henssler & Associates
Georgia
$705K +$39.9K +2,632 +6%
ACM
302
AlphaStar Capital Management
North Carolina
$703K +$69.1K +4,556 +11%
WWM
303
Windsor Wealth Management
Indiana
$695K -$56.9K -3,752 -8%
AG
304
Advisor Group
Arizona
$694K -$1.77M -116,672 -72%
RCA
305
Rowland Carmichael Advisors
Arizona
$680K +$22.8K +1,504 +3%
PAM
306
Peak Asset Management
Colorado
$679K +$264K +17,380 +63%
AFP
307
Ausdal Financial Partners
Iowa
$667K -$136K -8,968 -17%
BCWM
308
Blue Chip Wealth Management
Florida
$659K +$17.1K +1,128 +3%
RPG
309
Resource Planning Group
Georgia
$645K +$645K +42,496 New
BCM
310
Boltwood Capital Management
California
$640K -$17.1K -1,128 -3%
EGWAG
311
Elwood & Goetz Wealth Advisory Group
Georgia
$628K +$628K +41,396 New
PAI
312
Pittenger & Anderson Inc
Nebraska
$623K +$406K +26,748 +187%
IFS
313
Ifrah Financial Services
Arkansas
$617K +$24.8K +1,636 +4%
Jones Financial Companies
314
Jones Financial Companies
Missouri
$613K +$613K +40,420 New
EWM
315
Empirical Wealth Management
Washington
$612K -$16.6K -1,096 -3%
PWMG
316
Prestige Wealth Management Group
New Jersey
$612K +$612K +40,376 New
LCM
317
Liberty Capital Management
Michigan
$606K -$126K -8,292 -17%
FCI
318
Financial Counselors Inc
Kansas
$596K +$22.8K +1,500 +4%
DAS
319
Dynamic Advisor Solutions
Arizona
$593K +$176K +10,468 +42%
TLP
320
Trinity Legacy Partners
Texas
$593K +$593K +39,084 New
MWM
321
Marietta Wealth Management
Georgia
$591K +$388K +25,580 +191%
WDL
322
Well Done LLC
Michigan
$589K – – –
CC
323
Claybrook Capital
Massachusetts
$589K +$589K +38,800 New
US Bancorp
324
US Bancorp
Minnesota
$587K -$390K -25,684 -40%
CIAS
325
Capital Investment Advisory Services
North Carolina
$585K +$7.7K +508 +1%
11 12
13
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