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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

584 hedge funds and large institutions have $3.6B invested in Schwab U.S Small- Cap ETF in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 281 increasing their positions, 166 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.66%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
1.26%
New
78
Increased
281
Reduced
166
Closed
46
Calls
$657K
Puts
$2.21M
Net Calls
-$1.56M
Net Calls Change
-$1.71M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$114M
2
Bank of America
Bank of America
North Carolina
+$87M
3
PCA
Personal Capital Advisors
California
+$35.2M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
+$18.1M
5
Mariner
Mariner
Kansas
+$7.05M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$28M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$18.5M
3
PFG
Piershale Financial Group
Illinois
-$14.8M
4
QI
QS Investors
New York
-$13.1M
5
TCM
Tradewinds Capital Management
Washington
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
476
Holderness Investments Company
North Carolina
$208K +$208K +11,924 New
WOC
477
West Oak Capital
California
$205K +$7.62K +436 +4%
WA
478
Wealth Architects
California
$204K +$204K +11,684 New
LFG
479
Larson Financial Group
Missouri
$202K -$43.4K -2,488 -18%
PFP
480
Pinnacle Financial Partners
Tennessee
$166K +$166K +9,468 New
WCM
481
WealthBridge Capital Management
Ohio
$160K +$10.7K +600 +7%
PCIA
482
Prime Capital Investment Advisors
Kansas
$155K +$155K +8,868 New
HR
483
Howe & Rusling
New York
$154K -$98.5K -5,620 -39%
BFC
484
Bedel Financial Consulting
Indiana
$152K +$8.46K +484 +6%
OAM
485
Oppenheimer Asset Management
New York
$150K +$281 +16 +0.2%
DAM
486
Delta Asset Management
Tennessee
$140K -$105K -6,000 -43%
BWA
487
BDO Wealth Advisors
Florida
$137K -$35.8K -2,048 -21%
APSP
488
Asset Planning Services (Pennsylvania)
Pennsylvania
$131K – – –
CA
489
Cetera Advisors
Colorado
$127K +$127K +7,252 New
SFSIG
490
San Francisco Sentry Investment Group
California
$122K – – –
CDIA
491
Capital Directions Investment Advisors
Georgia
$114K -$6.28K -360 -5%
BFEC
492
Benjamin F. Edwards & Company
Missouri
$110K – – –
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$108K -$239K -9,176 -69%
IA
494
IFP Advisors
Florida
$105K -$4.58M -262,704 -98%
SFC
495
SYM Financial Corp
Indiana
$98K +$98K +5,632 New
VFA
496
Valeo Financial Advisors
Indiana
$96K -$23.8K -1,364 -20%
OIA
497
Optimum Investment Advisors
Illinois
$85K +$19K +1,092 +29%
William Blair & Company
498
William Blair & Company
Illinois
$79K -$18.8K -1,076 -19%
PO
499
Private Ocean
California
$74K +$14.1K +808 +24%
AssetMark Inc
500
AssetMark Inc
California
$71K – – –
18 19
20
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