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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 %
CHA
76
Cooper/Haims Advisors
New York
$5.48M -$1.63M -107,264 -23%
Wells Fargo
77
Wells Fargo
California
$5.47M -$1.35M -89,168 -20%
AA
78
Advisory Alpha
Michigan
$5.43M +$2.66M +154,076 +96%
MFT
79
Moisand Fitzgerald Tamayo
Florida
$5.37M +$759K +50,020 +16%
UWM
80
USAdvisors Wealth Management
Minnesota
$5.36M -$570K -37,568 -10%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$5.13M +$2.84M +187,064 +124%
PCM
82
Peak Capital Management
Colorado
$4.9M -$65.5K -4,320 -1%
FA
83
Financial Advisors
Massachusetts
$4.9M +$4.9M +322,820 New
VNA
84
Valley National Advisers
Pennsylvania
$4.9M +$741K +48,876 +18%
SFG
85
Sage Financial Group
Pennsylvania
$4.87M +$229K +15,100 +5%
PFM
86
Parsec Financial Management
North Carolina
$4.82M +$70.8K +4,668 +1%
AI
87
Atria Investments
North Carolina
$4.76M -$1.3M -85,892 -21%
FAAS
88
First Allied Advisory Services
California
$4.59M -$1.32M -86,952 -22%
FF
89
Friedenthal Financial
New Jersey
$4.58M -$270K -17,824 -6%
Creative Planning
90
Creative Planning
Kansas
$4.54M +$73.5K +4,848 +2%
AFS
91
Access Financial Services
Minnesota
$4.53M -$606K -39,916 -12%
IWMA
92
Ironwood Wealth Management (Arizona)
Arizona
$4.53M -$323K -21,264 -7%
MAS
93
Madden Advisory Services
Florida
$4.52M +$88.2K +5,816 +2%
BAM
94
Berkshire Asset Management
Pennsylvania
$4.46M +$892K +58,792 +25%
AF
95
Advisornet Financial
Minnesota
$4.41M -$753K -49,668 -15%
ACG
96
Allen Capital Group
Nebraska
$4.33M -$634K -37,856 -13%
ECM
97
Exchange Capital Management
Michigan
$4.22M +$147K +9,676 +4%
AWM
98
Avior Wealth Management
Nebraska
$4.16M +$171K +11,300 +4%
AWMG
99
Alliance Wealth Management Group
New Jersey
$4.12M -$125K -8,216 -3%
TCM
100
Towercrest Capital Management
Pennsylvania
$4.12M -$125K -8,216 -3%
2 3
4
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