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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 %
RFA
426
Reilly Financial Advisors
California
$251K -$168K -11,040 -40%
BCM
427
Breiter Capital Management
Florida
$251K -$21.3K -1,404 -8%
VBFP
428
Valtinson Bruner Financial Planning
Minnesota
$248K +$248K +16,376 New
Stifel Financial
429
Stifel Financial
Missouri
$246K -$63.5K -4,192 -21%
SP
430
Successful Portfolios
Florida
$246K -$21.8K -1,436 -8%
Fidelity Investments
431
Fidelity Investments
Massachusetts
$237K -$34.4K -2,272 -13%
SL
432
Summitry LLC
California
$234K +$234K +15,428 New
CAM
433
Carret Asset Management
New York
$233K – – –
Thrivent Financial for Lutherans
434
Thrivent Financial for Lutherans
Minnesota
$233K – – –
FCA
435
FinTrust Capital Advisors
South Carolina
$232K +$232K +15,264 New
IAA
436
Independent Advisor Alliance
North Carolina
$227K +$227K +13,308 New
PFA
437
Pure Financial Advisors
California
$223K -$61.4K -4,052 -22%
CA
438
Continuum Advisory
Idaho
$222K -$971 -64 -0.4%
HR
439
Howe & Rusling
New York
$219K -$1.07M -70,448 -83%
FWCM
440
Ferguson Wellman Capital Management
Oregon
$216K – – –
DP
441
DDD Partners
Washington
$213K +$4.73K +312 +2%
LFG
442
Larson Financial Group
Missouri
$213K +$10.7K +704 +5%
AWM
443
AE Wealth Management
Kansas
$213K +$213K +14,012 New
DAM
444
Delta Asset Management
Tennessee
$212K – – –
IIC
445
Integrated Investment Consultants
Michigan
$212K +$212K +14,000 New
CIA
446
Capital Investment Advisors
Georgia
$210K +$33.8K +2,224 +19%
S
447
SignatureFD
Georgia
$209K -$214K -14,124 -51%
SAM
448
Sawgrass Asset Management
Florida
$205K -$12.1K -800 -6%
WIC
449
Whitegate Investment Counselors
New Hampshire
$205K +$205K +13,544 New
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$202K -$44.5K -2,936 -18%
16 17
18
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