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Schwab U.S Small- Cap ETF
SCHA

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 %
CAM
576
Cubic Asset Management
Massachusetts
– -$268K -14,100 Closed
AIM
577
AMI Investment Management
Indiana
– -$264K -13,876 Closed
GLA
578
Good Life Advisors
Pennsylvania
– -$255K -13,368 Closed
IWP
579
Icon Wealth Partners
Texas
– -$252K -13,232 Closed
LIA
580
LBMC Investment Advisors
Tennessee
– -$250K -13,144 Closed
ODCM
581
Old Dominion Capital Management
Virginia
– -$246K -12,944 Closed
DIA
582
Davidson Investment Advisors
Montana
– -$246K -12,920 Closed
BFM
583
Broadview Financial Management
Wisconsin
– -$244K -12,832 Closed
Renaissance Technologies
584
Renaissance Technologies
New York
– -$236K -12,400 Closed
MMHP
585
Murphy Middleton Hinkle & Parker
Georgia
– -$234K -12,276 Closed
CG
586
Colony Group
Massachusetts
– -$233K -12,232 Closed
SCA
587
Stokes Capital Advisors
South Carolina
– -$232K -12,176 Closed
LAIC
588
Lederer & Associates Investment Counsel
California
– -$232K -12,160 Closed
FNBOMD
589
First National Bank of Mount Dora
Florida
– -$229K -12,000 Closed
FM
590
Foster & Motley
Ohio
– -$223K -11,692 Closed
Cerity Partners
591
Cerity Partners
New York
– -$217K -11,372 Closed
LJAC
592
L.J. Altfest & Co
New York
– -$213K -11,204 Closed
HIC
593
Holderness Investments Company
North Carolina
– -$208K -10,904 Closed
HFA
594
Huber Financial Advisors
Illinois
– -$205K -10,760 Closed
CPIG
595
Chicago Partners Investment Group
Illinois
– -$138K -8,308 Closed
WIA
596
Westbourne Investment Advisors
Maryland
– -$142K -7,452 Closed
SEIA
597
Signature Estate & Investment Advisors
California
– -$112K -5,908 Closed
WTB
598
Washington Trust Bank
Washington
– -$105K -5,516 Closed
KJWM
599
Kiley Juergens Wealth Management
Washington
– -$99K -5,212 Closed
AA
600
Ancora Advisors
Ohio
– -$91K -4,760 Closed
21 22 23
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