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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
$1.34B
2
Bank of America
Bank of America
North Carolina
$119M
3
PCA
Personal Capital Advisors
California
$175M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$18.1M
5
Mariner
Mariner
Kansas
$39.7M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$18.4M
2
Financial Engines Advisors
Financial Engines Advisors
California
$37.4M
3
PFG
Piershale Financial Group
Illinois
$0
4
QI
QS Investors
New York
$16.1M
5
TCM
Tradewinds Capital Management
Washington
$6.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
526
LifePlan Financial Group
Ohio
$31K +$2.44K +140 +9%
FHA
527
First Horizon Advisors
Tennessee
$29K +$3.21K +184 +12%
PWM
528
PRW Wealth Management
Massachusetts
$27K – – –
LC
529
Lavaca Capital
Texas
$26K – – –
MAU
530
MRA Associates USA
Arizona
$23.1K – – –
GRP
531
Global Retirement Partners
California
$23K -$23.6K -1,340 -51%
CAC
532
Certified Advisory Corp
Florida
$23K +$69 +4 +0.3%
CCM
533
Covington Capital Management
California
$22K – – –
KTC
534
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
GWMIA
535
Global Wealth Management Investment Advisory
Florida
$22K – – –
VRM
536
Vectors Research Management
New York
$20K – – –
POIA
537
Pin Oak Investment Advisors
Texas
$19K – – –
EPM
538
Elm Partners Management
Pennsylvania
$18K +$18K +1,032 New
CFA
539
Carroll Financial Associates
North Carolina
$18K +$17.1K +1,032 +1,985%
Fifth Third Bancorp
540
Fifth Third Bancorp
Ohio
$17K -$51K -2,964 -75%
GSWM
541
Golden State Wealth Management
California
$17K +$17K +964 New
GI
542
Gradient Investments
Minnesota
$14K -$6.18K -360 -31%
TSW
543
Thompson Siegel & Walmsley
Virginia
$13K – – –
1IA
544
1834 Investment Advisors
Wisconsin
$13K +$4.38K +248 +51%
WEC
545
Winslow Evans & Crocker
Massachusetts
$12K -$16K -800 -57%
TCM
546
TD Capital Management
Tennessee
$12K – – –
BWP
547
Baldwin Wealth Partners
Massachusetts
$11K – – –
MSFP
548
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
AIA
549
Alera Investment Advisors
Illinois
$10K +$10K +580 New
GI
550
GS Investments
Minnesota
$9.93K -$21.7K -1,240 -69%
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