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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 %
PFBT
351
Parkside Financial Bank & Trust
Missouri
$520K +$1.4K +80 +0.3%
HCM
352
Hengehold Capital Management
Ohio
$516K +$3.22K +184 +0.6%
BPM
353
Bowling Portfolio Management
Ohio
$508K +$63.2K +3,612 +14%
SF
354
Summit Financial
New Jersey
$507K +$48.3K +2,764 +11%
MCM
355
Mitchell Capital Management
Kansas
$506K -$60.1K -3,440 -11%
VCP
356
Vista Capital Partners
Oregon
$505K +$16.3K +932 +3%
SWM
357
Stockman Wealth Management
Montana
$504K -$135K -7,700 -21%
AIM
358
Avity Investment Management
Connecticut
$503K – – –
RPG
359
Resource Planning Group
Georgia
$501K -$242K -13,860 -33%
SG
360
Somerset Group
Minnesota
$500K -$64.2K -3,672 -11%
TIM
361
Tortoise Investment Management
New York
$490K -$9.79K -560 -2%
PAM
362
Pegasus Asset Management
New York
$487K +$17.2K +980 +4%
CRC
363
Curi RMB Capital
Illinois
$477K – – –
NCM
364
Northwest Capital Management
Oregon
$474K -$460K -26,324 -49%
LNC
365
Lincoln National Corp
Pennsylvania
$473K -$1.13M -64,728 -71%
STA
366
Summit Trail Advisors
New York
$472K +$472K +26,992 New
PWM
367
Perigon Wealth Management
California
$470K +$21.7K +1,208 +5%
TFS
368
TrustCore Financial Services
Tennessee
$458K +$458K +26,212 New
GIA
369
GHP Investment Advisors
Colorado
$454K +$3.91K +224 +0.9%
LNB
370
Ledyard National Bank
$449K – – –
LB
371
Legacy Bridge
Iowa
$446K +$3.15K +180 +0.7%
FCI
372
Financial Counselors Inc
Kansas
$440K -$247K -14,128 -36%
Bank of New York Mellon
373
Bank of New York Mellon
New York
$422K -$83.5K -4,776 -17%
PA
374
PFG Advisors
Arizona
$420K -$1.38K -76 -0.3%
WP
375
WealthPLAN Partners
Nebraska
$414K +$48.2K +2,732 +13%
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