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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
1
Charles Schwab Investment Advisory
California
$1.34B
2
Bank of America
2
Bank of America
North Carolina
$119M
3
PCA
3
Personal Capital Advisors
California
$175M
4
EFSCE
4
Enterprise Financial Services Corp (EFSC)
Missouri
$18.1M
5
Mariner
5
Mariner
Kansas
$39.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$18.4M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$37.4M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
QI
4
QS Investors
New York
$16.1M
5
TCM
5
Tradewinds Capital Management
Washington
$6.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
551
Synovus Financial
Georgia
$8K – – –
OAJ
552
Ogorek Anthony Joseph
New York
$8K – – –
AIC
553
Ameritas Investment Company
Nebraska
$8K +$8K +484 New
WAP
554
Wealthcare Advisory Partners
Pennsylvania
$7K -$42.1K -2,548 -86%
HCM
555
Horrell Capital Management
Arkansas
$6K – – –
CG
556
Cutler Group
California
$6K – – –
ME
557
McIlrath & Eck
Washington
$6K – – –
MWC
558
MKD Wealth Coaches
Michigan
$5K – – –
DWA
559
Dougherty Wealth Advisers
Minnesota
$5K – – –
HIIFS
560
Harel Insurance Investments & Financial Services
Israel
$4K +$4K +240 New
CFA
561
Camarda Financial Advisors
Florida
$3K +$3K +156 New
IP
562
Intellectus Partners
California
$3K +$3K +188 New
CF
563
Centaurus Financial
California
$2.9K +$386 +108 +15%
WT
564
Whittier Trust
California
$2K -$33K -1,848 -94%
SIM
565
Sonora Investment Management
Arizona
$2K – – –
FMP
566
Financial Management Professionals
Texas
$2K – – –
AWM
567
Arbor Wealth Management
Florida
$2K +$2K +92 New
TA
568
TCG Advisors
Texas
$2K +$2K +128 New
PGWM
569
Parisi Gray Wealth Management
New Jersey
$2K +$2K +132 New
Koshinski Asset Management
570
Koshinski Asset Management
Illinois
$2K -$160 -9,152 -7%
BCMIO
571
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
LDFR
572
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
TFGT
573
TS Financial Group (TSFG)
Illinois
$1K +$1K +32 New
IBOK
574
Independence Bank of Kentucky
Kentucky
$1K +$1K +40 New
LWM
575
Lenox Wealth Management
Ohio
$1K +$1K +48 New
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