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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
Financial Engines Advisors
California
$45.2M
2
UBS Group
UBS Group
Switzerland
$40.2M
3
Mariner
Mariner
Kansas
$28.3M
4
SEI Investments
SEI Investments
Pennsylvania
$199M
5
DCM
DeGreen Capital Management
Arizona
$12.5M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$1.06B
2
PFG
Piershale Financial Group
Illinois
$14.8M
3
Ameriprise
Ameriprise
Minnesota
$27.1M
4
HGWM
Harvest Group Wealth Management
Massachusetts
$0
5
FMP
Financial Management Professionals
Texas
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
BOPW
551
Brandywine Oak Private Wealth
Pennsylvania
$1K +$1K +104 New
GEA
552
Glen Eagle Advisors
New Jersey
$789 – – –
CF
553
Centaurus Financial
California
$3 +$3 +692 +5,767%
HGWM
554
Harvest Group Wealth Management
Massachusetts
– -$20.5M -1,077,612 Closed
PR
555
Payden & Rygel
California
– -$18.8M -984,940 Closed
AG
556
Appleton Group
Wisconsin
– -$9.23M -484,680 Closed
MWM
557
MinichMacGregor Wealth Management
New York
– -$6.29M -334,056 Closed
FSA
558
Financial Services Advisory
Maryland
– -$5.72M -300,124 Closed
ACM
559
Avalon Capital Management
California
– -$3.75M -197,132 Closed
CWM
560
Cornerstone Wealth Management
Missouri
– -$632K -171,728 Closed
LFGH
561
Lee Financial Group Hawaii
Hawaii
– -$2.88M -151,256 Closed
LFAS
562
Level Four Advisory Services
Texas
– -$2.17M -113,756 Closed
UAS
563
United Asset Strategies
New York
– -$1.37M -71,872 Closed
DSN
564
D. Scott Neal
Kentucky
– -$1.07M -56,252 Closed
TFS
565
TrustCore Financial Services
Tennessee
– -$865K -45,440 Closed
Susquehanna International Group
566
Susquehanna International Group
Pennsylvania
– -$826K -43,364 Closed
AIS
567
Accurate Investment Solutions
Pennsylvania
– -$692K -36,364 Closed
FTS
568
Fifth Third Securities
Ohio
– -$628K -33,000 Closed
REMPR
569
Roof Eidam Maycock Peralta (REMP)
California
– -$523K -27,440 Closed
CA
570
Cetera Advisors
Colorado
– -$369K -19,256 Closed
CWM
571
Circle Wealth Management
New Jersey
– -$317K -16,644 Closed
Millennium Management
572
Millennium Management
New York
– -$301K -15,808 Closed
CCM
573
Carlson Capital Management
Minnesota
– -$300K -15,740 Closed
AWM
574
Altium Wealth Management
New York
– -$294K -15,452 Closed
Lido Advisors
575
Lido Advisors
California
– -$285K -14,992 Closed
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