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Schwab U.S Small- Cap ETF
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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
1
Financial Engines Advisors
California
$45.2M
2
UBS Group
2
UBS Group
Switzerland
$40.2M
3
Mariner
3
Mariner
Kansas
$28.3M
4
SEI Investments
4
SEI Investments
Pennsylvania
$199M
5
DCM
5
DeGreen Capital Management
Arizona
$12.5M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.06B
2
PFG
2
Piershale Financial Group
Illinois
$14.8M
3
Ameriprise
3
Ameriprise
Minnesota
$27.1M
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$0
5
FMP
5
Financial Management Professionals
Texas
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
26
Piershale Financial Group
Illinois
$14.8M -$41.5M -2,734,236 -74%
BWM
27
BerganKDV Wealth Management
Minnesota
$14.5M +$625K +41,172 +5%
EA
28
Evergreen Advisors
Tennessee
$14.1M +$14.1M +926,388 New
SHJ
29
Sharkey, Howes & Javer
Colorado
$13.6M -$4.28M -281,820 -24%
RWM
30
RKL Wealth Management
Pennsylvania
$12.7M +$1.09M +71,804 +9%
DCM
31
DeGreen Capital Management
Arizona
$12.5M +$12.5M +82,700 New
CCM
32
CWH Capital Management
Washington
$12.3M +$1.55M +101,908 +14%
SWM
33
SVA Wealth Management
Wisconsin
$11.2M +$384K +25,284 +4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$11.1M +$1.91M +126,108 +21%
EHPM
35
Emery Howard Portfolio Management
California
$10.7M +$2.73M +180,244 +34%
MI
36
Moneywise Inc
Virginia
$10.5M +$692K +45,608 +7%
RRWA
37
Rainey & Randall Wealth Advisors
Florida
$10M -$4.4M -289,992 -31%
MFGP
38
Marshall Financial Group (Pennsylvania)
Pennsylvania
$9.89M +$9.89M +652,064 New
BWA
39
BlueSky Wealth Advisors
North Carolina
$9.82M -$1.81M -109,860 -16%
MAM
40
Marquette Asset Management
Minnesota
$9.41M -$4.12M -271,536 -30%
MAG
41
Mokosak Advisory Group
Iowa
$9.31M -$2.14M -140,732 -19%
KBFS
42
Kohmann Bosshard Financial Services
Ohio
$9.17M +$222K +14,640 +2%
FIM
43
Frontier Investment Management
Texas
$8.48M +$4.96M +327,016 +141%
WA
44
WealthTrust-Arizona
Arizona
$8.43M -$673K -44,360 -7%
FNC
45
First National Corp
Massachusetts
$8.33M +$8.33M +549,256 New
BWA
46
Burt Wealth Advisors
Maryland
$8.25M -$137K -9,028 -2%
Morgan Stanley
47
Morgan Stanley
New York
$7.83M -$580K -38,228 -7%
BFG
48
Bouchey Financial Group
New York
$7.76M +$7.76M +511,424 New
SFS
49
Summit Financial Strategies
Ohio
$7.52M +$265K +17,476 +4%
NIC
50
Northwest Investment Counselors
Oregon
$7.3M +$41.9K +2,764 +0.6%
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