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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

510 hedge funds and large institutions have $3.72B invested in Schwab U.S Small- Cap ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 258 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+27
Holders Change %
+5.59%
% of All Funds
11.68%
Holding in Top 10
58
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.33%
New
55
Increased
258
Reduced
140
Closed
23
Calls
$541K
Puts
$495K
Net Calls
+$46K
Net Calls Change
-$307K

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$70.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.46B
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$20.5M
4
Ameriprise
4
Ameriprise
Minnesota
$108M
5
PR
5
Payden & Rygel
California
$18.8M

Top Sellers

1
QAM
1
QCI Asset Management
New York
$5.47M
2
SEI Investments
2
SEI Investments
Pennsylvania
$223M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$15.4M
4
FSA
4
Financial Services Advisory
Maryland
$5.72M
5
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PR
26
Payden & Rygel
California
$18.8M +$15M +787,820 +400%
RRWA
27
Rainey & Randall Wealth Advisors
Florida
$18.1M +$138K +7,240 +0.8%
Jane Street
28
Jane Street
New York
$17.5M +$13.1M +687,896 +301%
MWAC
29
Mariner Wealth Advisors (Cincinnati)
Ohio
$17.4M +$229K +12,012 +1%
BWM
30
BerganKDV Wealth Management
Minnesota
$17.4M +$3.15M +165,328 +22%
MAM
31
Marquette Asset Management
Minnesota
$17M +$803K +42,188 +5%
LPL Financial
32
LPL Financial
California
$15.7M +$837K +43,952 +6%
Financial Engines Advisors
33
Financial Engines Advisors
California
$15.4M -$9.12M -478,884 -37%
RWM
34
RKL Wealth Management
Pennsylvania
$14.6M +$716K +37,576 +5%
MAG
35
Mokosak Advisory Group
Iowa
$14.4M +$349K +18,296 +2%
UBS Group
36
UBS Group
Switzerland
$13.6M +$2.82M +147,856 +26%
SWM
37
SVA Wealth Management
Wisconsin
$13.6M -$2.26M -118,672 -14%
CCM
38
CWH Capital Management
Washington
$13.6M -$422K -22,160 -3%
HighTower Advisors
39
HighTower Advisors
Illinois
$13.4M +$1.08M +56,848 +9%
BWA
40
BlueSky Wealth Advisors
North Carolina
$12.9M +$292K +15,996 +2%
MI
41
Moneywise Inc
Virginia
$12.3M -$77.5K -4,072 -0.6%
PEA
42
Pacific Edge Advisors
California
$12M -$1.24M -65,040 -9%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$11.6M -$1.01M -53,008 -8%
WA
44
WealthTrust-Arizona
Arizona
$11.4M -$6.25K -328 -0.1%
KBFS
45
Kohmann Bosshard Financial Services
Ohio
$11.2M +$916K +48,100 +9%
Morgan Stanley
46
Morgan Stanley
New York
$10.6M -$587K -30,836 -5%
BWA
47
Burt Wealth Advisors
Maryland
$10.5M -$73.9K -3,880 -0.7%
SBL
48
Sargent Bickham Lagudis
Colorado
$10.5M -$2.86M -150,244 -21%
PMG
49
ProVise Management Group
Florida
$10.4M +$702K +36,848 +7%
EHPM
50
Emery Howard Portfolio Management
California
$9.99M +$553K +29,064 +6%
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