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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 %
IA
101
IFP Advisors
Florida
$4.05M -$604K -40,112 -13%
SIAS
102
Shine Investment Advisory Services
Colorado
$3.97M +$2.87M +189,176 +261%
QAM
103
QCI Asset Management
New York
$3.81M -$550K -36,256 -13%
HSA
104
HBK Sorce Advisory
Pennsylvania
$3.8M -$253K -16,704 -6%
CM
105
Columbus Macro
Pennsylvania
$3.8M -$1.33M -87,356 -26%
PPA
106
Parametric Portfolio Associates
Washington
$3.79M -$821K -54,152 -18%
SWP
107
Stratos Wealth Partners
Ohio
$3.72M +$69.2K +4,560 +2%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$3.72M -$739K -48,704 -17%
OFG
109
Omega Financial Group
California
$3.7M +$3.7M +243,872 New
DP
110
Denver PWM
Colorado
$3.68M +$191K +11,148 +5%
CWM
111
Confluence Wealth Management
Oregon
$3.67M +$172K +11,344 +5%
FHB
112
First Hawaiian Bank
Hawaii
$3.66M +$98.1K +6,468 +3%
KM
113
Kalos Management
Georgia
$3.62M +$3.62M +177,776 New
RRC
114
Relaxing Retirement Coach
Massachusetts
$3.59M -$159K -10,444 -4%
SFA
115
Sequoia Financial Advisors
Ohio
$3.58M +$159K +10,484 +5%
GCP
116
Gill Capital Partners
Colorado
$3.57M +$3.57M +188,256 New
OCM
117
One Capital Management
California
$3.56M +$133K +8,772 +4%
CMP
118
Courage Miller Partners
Virginia
$3.51M +$245K +16,132 +8%
PA
119
Planning Alternatives
Michigan
$3.46M -$34.3K -2,260 -1%
SHA
120
Seneca House Advisors
Virginia
$3.45M +$382K +25,156 +12%
PAG
121
Pinnacle Advisory Group
Maryland
$3.44M -$54.4K -3,588 -2%
MWA
122
Martel Wealth Advisors
Washington
$3.43M +$412K +27,144 +14%
BC
123
Burleson & Co
California
$3.41M +$764K +42,828 +29%
BL
124
BCWM LLC
Kansas
$3.36M -$128K -844 -4%
B
125
Bailard
California
$3.29M +$2.58M +169,892 +364%
3 4
5
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