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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
1
Financial Engines Advisors
California
$45.2M
2
UBS Group
2
UBS Group
Switzerland
$40.2M
3
Mariner
3
Mariner
Kansas
$28.3M
4
SEI Investments
4
SEI Investments
Pennsylvania
$199M
5
DCM
5
DeGreen Capital Management
Arizona
$12.5M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.06B
2
PFG
2
Piershale Financial Group
Illinois
$14.8M
3
Ameriprise
3
Ameriprise
Minnesota
$27.1M
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$0
5
FMP
5
Financial Management Professionals
Texas
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
51
Asset Dedication LLC
California
$7.29M +$724K +47,784 +11%
TPW
52
Tiller Private Wealth
Pennsylvania
$7.27M -$469K -30,940 -6%
PMG
53
ProVise Management Group
Florida
$7.22M -$1.1M -72,224 -13%
BDF
54
Black Diamond Financial
Maryland
$7.03M +$7.03M +539,752 New
DW
55
Domani Wealth
Pennsylvania
$7.02M +$7.02M +462,844 New
LF
56
Lee Financial
Texas
$6.87M +$3.4M +223,844 +98%
NCM
57
Next Capital Management
New York
$6.67M +$6.67M +439,376 New
MM
58
Meridian Management
Arkansas
$6.63M -$261K -17,184 -4%
AFA
59
Arlington Financial Advisors
California
$6.59M +$6.59M +434,352 New
AWM
60
Apollon Wealth Management
South Carolina
$6.52M +$6.52M +383,944 New
BTS
61
BB&T Securities
Virginia
$6.51M -$394K -26,000 -6%
BCMO
62
Buckingham Capital Management (Ohio)
Ohio
$6.38M -$381K -25,112 -6%
BSB
63
Bangor Savings Bank
Maine
$6.31M +$1.06M +69,844 +20%
WCWM
64
Wooster Corthell Wealth Management
Connecticut
$6.27M +$202K +13,300 +3%
SJIM
65
St. Johns Investment Management
Florida
$6.27M +$79.1K +5,212 +1%
MA
66
MUFG Americas
New York
$6.14M +$3.29M +217,084 +116%
FI
67
FormulaFolio Investments
Michigan
$6.14M – – –
NSAM
68
North Star Asset Management
Wisconsin
$6.13M +$16.1K +1,064 +0.3%
CCA
69
Cobblestone Capital Advisors
New York
$6.07M +$5.01M +330,336 +475%
PEA
70
Pacific Edge Advisors
California
$6.05M -$3.54M -233,420 -37%
SIA
71
Starfire Investment Advisers
Michigan
$5.91M +$2.11M +138,852 +55%
SWRP
72
Summit Wealth & Retirement Planning
California
$5.9M +$5.9M +389,108 New
PRS
73
Pinkerton Retirement Specialists
Idaho
$5.79M +$528K +34,800 +10%
WCM
74
Weatherstone Capital Management
Colorado
$5.65M +$5.65M +296,532 New
CFMC
75
Curbstone Financial Management Corp
New Hampshire
$5.5M +$35K +2,304 +0.6%
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