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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 %
DSC
351
Duncker Streett & Co
Missouri
$491K +$26.8K +1,768 +6%
SG
352
Somerset Group
Minnesota
$490K -$7.71K -508 -2%
PV
353
Private Vista
Illinois
$490K +$249K +16,424 +103%
SG
354
StoneX Group
New York
$484K +$29.4K +1,940 +6%
JWM
355
Janiczek Wealth Management
Colorado
$478K +$200K +13,188 +72%
VHAM
356
Van Hulzen Asset Management
California
$473K +$473K +31,172 New
SIC
357
Sigma Investment Counselors
Michigan
$470K +$45.4K +2,992 +11%
BMM
358
Buffington Mohr McNeal
Idaho
$454K +$2.31K +152 +0.5%
SFSG
359
Stearns Financial Services Group
North Carolina
$453K +$3.94K +260 +0.9%
PFBT
360
Parkside Financial Bank & Trust
Missouri
$450K +$1.09K +72 +0.2%
HCM
361
Hengehold Capital Management
Ohio
$445K +$207K +13,648 +87%
Nuveen Asset Management
362
Nuveen Asset Management
Illinois
$440K +$440K +29,028 New
Bank of New York Mellon
363
Bank of New York Mellon
New York
$439K -$35K -2,308 -7%
BA
364
Bristlecone Advisors
Washington
$438K – – –
MSWMA
365
Market Street Wealth Management Advisors
Indiana
$438K +$438K +28,868 New
AIM
366
Avity Investment Management
Connecticut
$437K – – –
TIM
367
Tortoise Investment Management
New York
$434K +$77.5K +5,104 +22%
GA
368
Gateway Advisory
New Jersey
$426K -$123K -8,116 -22%
VCP
369
Vista Capital Partners
Oregon
$424K -$54.8K -3,620 -11%
PWM
370
Perigon Wealth Management
California
$419K -$9.2K -548 -2%
NIM
371
Nicollet Investment Management
Minnesota
$414K +$25.5K +1,680 +7%
CRC
372
Curi RMB Capital
Illinois
$414K +$414K +27,304 New
PAM
373
Pegasus Asset Management
New York
$407K -$3.64K -240 -0.9%
PA
374
PFG Advisors
Arizona
$406K +$105K +6,000 +35%
BIA
375
BHK Investment Advisors
Alabama
$406K +$104K +6,860 +35%
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