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Schwab U.S Small- Cap ETF
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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 %
BJ
326
Brouwer & Janachowski
California
$581K +$68K +4,480 +13%
MGIA
327
Moneta Group Investment Advisors
Missouri
$578K -$283K -18,632 -33%
JWM
328
JFG Wealth Management
Colorado
$575K +$575K +37,952 New
GC
329
Grimes & Company
Massachusetts
$573K -$1.55M -102,332 -73%
3C
330
361 Capital
Colorado
$572K -$185K -12,196 -24%
PFC
331
Phocas Financial Corp
California
$568K -$701K – –
LYV
332
Live Your Vision
Pennsylvania
$566K +$52K +3,192 +10%
MCM
333
Maxim Capital Management
California
$565K +$565K +37,276 New
SWM
334
Stockman Wealth Management
Montana
$554K +$201K +13,284 +57%
MWP
335
MYCIO Wealth Partners
Pennsylvania
$546K +$849 +56 +0.2%
WCM
336
Wisconsin Capital Management
Wisconsin
$546K +$546K +36,000 New
IA
337
IndexIQ Advisors
New York
$539K +$132K +8,672 +32%
WIA
338
Wealthstreet Investment Advisors
Texas
$537K +$13.4K +800 +3%
TCM
339
Twele Capital Management
Minnesota
$531K +$38K +2,504 +8%
F
340
F3Logic
Minnesota
$528K +$79.9K +5,252 +18%
WTC
341
WhitTier Trust Company
Nevada
$520K +$469K +30,908 +923%
NEGWA
342
New England Guild Wealth Advisors
Connecticut
$517K +$314K +20,716 +155%
CBFP
343
Cedar Brook Financial Partners
Ohio
$513K +$513K +33,812 New
AIA
344
Armor Investment Advisors
North Carolina
$509K +$48.6K +3,200 +11%
BRWA
345
B. Riley Wealth Advisors
Florida
$507K -$27.2K -1,792 -5%
FWM
346
Frontier Wealth Management
Missouri
$501K +$297K +19,616 +146%
MF
347
Manchester Financial
California
$501K +$501K +33,012 New
H
348
HoyleCohen
California
$498K +$41.2K +2,720 +9%
ECM
349
Evergreen Capital Management
Washington
$492K +$126K +8,320 +35%
MCM
350
Mitchell Capital Management
Kansas
$491K -$8.98K -592 -2%
12 13
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