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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 %
SF
376
Summit Financial
New Jersey
$398K +$398K +26,224 New
GIA
377
GHP Investment Advisors
Colorado
$391K +$29.4K +1,936 +8%
LNB
378
Ledyard National Bank
$389K – – –
CIC
379
Carnegie Investment Counsel
Ohio
$389K +$36.6K +2,416 +10%
BPM
380
Bowling Portfolio Management
Ohio
$386K +$14K +924 +4%
LB
381
Legacy Bridge
Iowa
$384K +$384K +25,340 New
CHJWM
382
Carlton Hofferkamp & Jenks Wealth Management
Texas
$374K +$16.3K +1,076 +5%
TSWM
383
Triangle Securities Wealth Management
North Carolina
$372K +$372K +24,492 New
WP
384
WealthPLAN Partners
Nebraska
$369K +$46.3K +2,604 +14%
BAM
385
Barrett Asset Management
New York
$367K -$15.1K -996 -4%
MCM
386
Manchester Capital Management
Vermont
$353K – – –
OFG
387
Oxford Financial Group
Indiana
$345K +$2.91K +192 +0.9%
SG Americas Securities
388
SG Americas Securities
New York
$338K +$172K +11,344 +104%
OPA
389
Old Port Advisors
Maine
$337K +$337K +20,452 New
JC
390
Jentner Corp
Ohio
$334K +$68.6K +4,520 +26%
HI
391
Human Investing
Oregon
$331K +$331K +21,820 New
SGCA
392
Steel Grove Capital Advisors
Tennessee
$329K +$2.67K +176 +0.8%
EWA
393
EP Wealth Advisors
California
$329K +$141K +9,312 +75%
WIA
394
World Investment Advisors
California
$327K +$327K +18,740 New
TIA
395
Tiemann Investment Advisors
California
$325K – – –
PCM
396
Parsons Capital Management
Rhode Island
$323K -$39.7K -2,620 -11%
OCM
397
Orser Capital Management
Texas
$323K – – –
PSG
398
Planning Solutions Group
Maryland
$320K +$320K +21,108 New
RI
399
Ridgewood Investments
New Jersey
$317K – – –
TF
400
Trek Financial
Arizona
$312K +$312K +20,580 New
14 15
16
17 18