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Schwab U.S Small- Cap ETF
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Overview Fund Activity

596 hedge funds and large institutions have $3.83B invested in Schwab U.S Small- Cap ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
12.96%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
1.24%
New
49
Increased
298
Reduced
178
Closed
29
Calls
$472K
Puts
$2.24M
Net Calls
-$1.77M
Net Calls Change
-$209K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.47B
2
FMT
2
First Mercantile Trust
Tennessee
$41.5M
3
SEI Investments
3
SEI Investments
Pennsylvania
$249M
4
PCA
4
Personal Capital Advisors
California
$194M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$70.9M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$3.1M
2
Bank of America
2
Bank of America
North Carolina
$106M
3
AG
3
Appleton Group
Wisconsin
$418K
4
Jane Street
4
Jane Street
New York
$2.24M
5
PCM
5
Peak Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EPM
551
Elm Partners Management
Pennsylvania
$18K – – –
RFWA
552
RPg Family Wealth Advisory
Massachusetts
$17.2K +$17.2K +964 New
CIA
553
Cascade Investment Advisors
Oregon
$16.4K +$16.4K +920 New
GI
554
Gradient Investments
Minnesota
$15K – – –
HPC
555
HM Payson & Co
Maine
$15K +$15K +840 New
TSW
556
Thompson Siegel & Walmsley
Virginia
$14K – – –
GWS
557
Glassman Wealth Services
Virginia
$14K +$14K +780 New
TCM
558
TD Capital Management
Tennessee
$12K – – –
LWM
559
Lenox Wealth Management
Ohio
$12K +$11.1K +624 +1,300%
HS
560
Horan Securities
United States
$12K +$12K +676 New
BWP
561
Baldwin Wealth Partners
Massachusetts
$11K – – –
GI
562
GS Investments
Minnesota
$10.2K – – –
MSFP
563
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
CTC
564
Central Trust Company
Missouri
$10K +$10K +580 New
1IA
565
1834 Investment Advisors
Wisconsin
$9K -$4.57K -248 -34%
WEC
566
Winslow Evans & Crocker
Massachusetts
$8K -$5.33K -240 -40%
WAP
567
Wealthcare Advisory Partners
Pennsylvania
$8K +$561 +32 +8%
HIIFS
568
Harel Insurance Investments & Financial Services
Israel
$7K +$2.8K +160 +67%
UWM
569
USAdvisors Wealth Management
Minnesota
$6.69K +$233 +13,024 +4%
NDSI
570
Newman Dignan & Sheerar Inc
Rhode Island
$6.57K -$354 -19,812 -5%
HCM
571
Horrell Capital Management
Arkansas
$6K – – –
ME
572
McIlrath & Eck
Washington
$6K – – –
MWC
573
MKD Wealth Coaches
Michigan
$5K – – –
DWA
574
Dougherty Wealth Advisers
Minnesota
$5K – – –
TFA
575
Transamerica Financial Advisors
Florida
$5K +$5K +232 New
21 22
23
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