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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 %
Principal Financial Group
601
Principal Financial Group
Iowa
– -$275K -18,124 Closed
VDFA
602
Vickerman & Driscoll Financial Advisors
Washington
– -$263K -17,344 Closed
BCM
603
Breiter Capital Management
Florida
– -$251K -16,576 Closed
SL
604
Summitry LLC
California
– -$234K -15,428 Closed
AWM
605
AE Wealth Management
Kansas
– -$213K -14,012 Closed
BWP
606
Bernardo Wealth Planning
Pennsylvania
– -$202K -13,284 Closed
FHA
607
Flagship Harbor Advisors
Massachusetts
– -$200K -13,184 Closed
RWA
608
River Wealth Advisors
Pennsylvania
– -$195K -12,828 Closed
NFG
609
Next Financial Group
Texas
– -$183K -12,076 Closed
CCMW
610
Cypress Capital Management (Wyoming)
Wyoming
– -$47K -3,068 Closed
KCM
611
Karp Capital Management
California
– -$41K -2,716 Closed
QCG
612
Quadrant Capital Group
Ohio
– -$30K -2,040 Closed
WANY
613
Wealthspire Advisors (New York)
New York
– -$29K -1,924 Closed
DWM
614
Doyle Wealth Management
Florida
– -$24K -1,600 Closed
CFGS
615
Concourse Financial Group Securities
Alabama
– -$17K -1,176 Closed
PG
616
Patten Group
Tennessee
– -$14K -940 Closed
PB
617
Pinnacle Bancorp
Nebraska
– -$14K -912 Closed
CTC
618
Central Trust Company
Missouri
– -$8K -520 Closed
LFA
619
Legacy Financial Advisors
Kentucky
– -$7K -472 Closed
KC
620
Knuff & Co
California
– -$4K -232 Closed
CFD
621
Creative Financial Designs
Indiana
– -$3K -180 Closed
BOPW
622
Brandywine Oak Private Wealth
Pennsylvania
– -$1K -104 Closed
RCG
623
Ruggie Capital Group
Florida
– -$1K -96 Closed
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