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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 %
CIR
401
Clear Investment Research
Georgia
$307K +$10.9K +716 +4%
RPA
402
Rock Point Advisors
Vermont
$302K +$3.22K +212 +1%
AIP
403
Almanack Investment Partners
Pennsylvania
$299K -$7.91M -521,792 -96%
SBA
404
Secrest Blakey & Associates
North Carolina
$297K -$30.2K -1,988 -9%
FRA
405
Front Row Advisors
California
$295K +$2.91K +192 +1%
CWM
406
CCG Wealth Management
California
$294K +$294K +19,392 New
PWW
407
Pettyjohn Wood & White
Virginia
$285K – – –
CP
408
Camelot Portfolios
Ohio
$283K +$106K +7,024 +60%
SS
409
Simplicity Solutions
Minnesota
$280K +$4.44K +292 +2%
Calamos Advisors
410
Calamos Advisors
Illinois
$280K +$19.6K +1,288 +8%
PAM
411
Premier Asset Management
Illinois
$278K +$5.21K +344 +2%
PIM
412
Penobscot Investment Management
Massachusetts
$277K -$1.82K -120 -0.7%
FG
413
Fiduciary Group
Georgia
$276K +$1.64K +108 +0.6%
Principal Financial Group
414
Principal Financial Group
Iowa
$275K +$275K +18,124 New
EAM
415
Evanson Asset Management
California
$274K +$48.9K +3,224 +22%
NGA
416
Naples Global Advisors
Florida
$266K +$43.5K +2,680 +20%
LWANC
417
Laurel Wealth Advisors (North Carolina)
North Carolina
$266K +$266K +17,560 New
Northern Trust
418
Northern Trust
Illinois
$265K -$221K -14,516 -45%
SWM
419
Segment Wealth Management
Texas
$264K +$1.34K +88 +0.5%
VDFA
420
Vickerman & Driscoll Financial Advisors
Washington
$263K +$1.94K +128 +0.7%
SP
421
SWS Partners
Ohio
$263K +$263K +17,324 New
AFA
422
American Financial Advisors
Georgia
$262K +$262K +17,252 New
AA
423
Apriem Advisors
California
$258K -$18.2M -1,202,552 -99%
HWA
424
Heritage Way Advisors
Illinois
$258K +$11.5K +760 +5%
AWA
425
Arete Wealth Advisors
Illinois
$254K – – –
15 16
17
18 19