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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 %
CI
576
CX Institutional
Indiana
$1K +$1K +68 New
GEA
577
Glen Eagle Advisors
New Jersey
$909 – – –
GT
578
Glenmede Trust
Pennsylvania
$166 +$166 +9,512 New
PFG
579
Piershale Financial Group
Illinois
– -$14.8M -973,108 Closed
AFA
580
Arlington Financial Advisors
California
– -$6.59M -434,352 Closed
PRS
581
Pinkerton Retirement Specialists
Idaho
– -$5.79M -381,608 Closed
WCM
582
Weatherstone Capital Management
Colorado
– -$5.65M -296,532 Closed
KM
583
Kalos Management
Georgia
– -$3.62M -177,776 Closed
KFA
584
Kays Financial Advisory
Georgia
– -$2.18M -143,592 Closed
JFGLC
585
Johnson Financial Group LLC (Colorado)
Colorado
– -$1.75M -115,680 Closed
JPMorgan Chase & Co
586
JPMorgan Chase & Co
New York
– -$1.42M -93,288 Closed
CA
587
Clearstead Advisors
Ohio
– -$1.1M -72,556 Closed
WI
588
Wintrust Investments
Illinois
– -$958K -63,144 Closed
CWM
589
Centric Wealth Management
Illinois
– -$908K -59,876 Closed
BC
590
Brinker Capital
Pennsylvania
– -$870K -57,344 Closed
BAM
591
Belpointe Asset Management
Nevada
– -$830K -54,740 Closed
ACM
592
AlphaStar Capital Management
North Carolina
– -$703K -46,320 Closed
CC
593
Claybrook Capital
Massachusetts
– -$589K -38,800 Closed
JWM
594
JFG Wealth Management
Colorado
– -$575K -37,952 Closed
Nuveen Asset Management
595
Nuveen Asset Management
Illinois
– -$440K -29,028 Closed
SG Americas Securities
596
SG Americas Securities
New York
– -$338K -22,288 Closed
TF
597
Trek Financial
Arizona
– -$312K -20,580 Closed
WIA
598
World Investment Advisors
California
– -$327K -18,740 Closed
SS
599
Simplicity Solutions
Minnesota
– -$280K -18,420 Closed
OCM
600
Orser Capital Management
Texas
– -$323K -18,420 Closed
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