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Schwab U.S Small- Cap ETF
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Overview Fund Activity

596 hedge funds and large institutions have $3.83B invested in Schwab U.S Small- Cap ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
12.96%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
1.24%
New
49
Increased
298
Reduced
178
Closed
29
Calls
$472K
Puts
$2.24M
Net Calls
-$1.77M
Net Calls Change
-$209K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.47B
2
FMT
First Mercantile Trust
Tennessee
$41.5M
3
SEI Investments
SEI Investments
Pennsylvania
$249M
4
PCA
Personal Capital Advisors
California
$194M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$70.9M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$3.1M
2
Bank of America
Bank of America
North Carolina
$106M
3
AG
Appleton Group
Wisconsin
$418K
4
Jane Street
Jane Street
New York
$2.24M
5
PCM
Peak Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
376
PFG Advisors
Arizona
$455K +$32K +1,752 +8%
GIA
377
GHP Investment Advisors
Colorado
$454K -$10.9K -612 -2%
TSWM
378
Triangle Securities Wealth Management
North Carolina
$451K +$28.7K +1,600 +7%
FCI
379
Financial Counselors Inc
Kansas
$450K – – –
WS
380
Wedbush Securities
California
$450K +$450K +25,176 New
Stifel Financial
381
Stifel Financial
Missouri
$448K +$85.3K +4,768 +24%
BL
382
BCWM LLC
Kansas
$447K +$28.5K +1,596 +7%
TIM
383
Tortoise Investment Management
New York
$434K -$66.4K -3,720 -13%
TWA
384
TCI Wealth Advisors
Arizona
$431K +$117K +6,560 +37%
CP
385
Camelot Portfolios
Ohio
$426K -$182K -10,208 -30%
PNC Financial Services Group
386
PNC Financial Services Group
Pennsylvania
$422K +$166K +9,284 +65%
BRWA
387
B. Riley Wealth Advisors
Florida
$420K -$261K -14,608 -38%
AG
388
Appleton Group
Wisconsin
$418K -$8.84M -494,264 -95%
EAM
389
Evanson Asset Management
California
$418K -$138K -7,748 -25%
PWM
390
Perigon Wealth Management
California
$417K -$50.8K -2,844 -11%
HIC
391
Holderness Investments Company
North Carolina
$416K +$203K +11,332 +95%
DWT
392
Dorsey & Whitney Trust
South Dakota
$410K – – –
PCM
393
Parsons Capital Management
Rhode Island
$410K +$13.2K +740 +3%
ATPW
394
Ashton Thomas Private Wealth
Arizona
$408K +$17.2K +960 +4%
PWMG
395
Prestige Wealth Management Group
New Jersey
$408K -$360K -20,152 -47%
SWM
396
Segment Wealth Management
Texas
$408K +$72.6K +4,060 +22%
Fidelity Investments
397
Fidelity Investments
Massachusetts
$399K -$10K -560 -2%
CIR
398
Clear Investment Research
Georgia
$395K +$19.7K +1,104 +5%
APP
399
Avantax Planning Partners
Iowa
$394K +$10.6K +592 +3%
PFM
400
Peak Financial Management
Massachusetts
$394K +$65.6K +3,676 +20%
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16
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