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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

510 hedge funds and large institutions have $3.72B invested in Schwab U.S Small- Cap ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 258 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+27
Holders Change %
+5.59%
% of All Funds
11.68%
Holding in Top 10
58
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.33%
New
55
Increased
258
Reduced
140
Closed
23
Calls
$541K
Puts
$495K
Net Calls
+$46K
Net Calls Change
-$307K

Top Buyers

1
PFG
Piershale Financial Group
Illinois
$70.6M
2
CSIA
Charles Schwab Investment Advisory
California
$1.46B
3
HGWM
Harvest Group Wealth Management
Massachusetts
$20.5M
4
Ameriprise
Ameriprise
Minnesota
$108M
5
PR
Payden & Rygel
California
$18.8M

Top Sellers

1
QAM
QCI Asset Management
New York
$5.47M
2
SEI Investments
SEI Investments
Pennsylvania
$223M
3
Financial Engines Advisors
Financial Engines Advisors
California
$15.4M
4
FSA
Financial Services Advisory
Maryland
$5.72M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$3.41M +$1.77M +93,024 +108%
AIA
127
Arcadia Investment Advisors
Idaho
$3.4M -$312K -16,384 -8%
EK
128
Evensky & Katz
Florida
$3.34M -$16.8K -884 -0.5%
GAM
129
Garrison Asset Management
Arkansas
$3.31M -$39.9K -2,096 -1%
SBH
130
Segall Bryant & Hamill
Illinois
$3.27M +$12.2K +640 +0.4%
PP
131
PrairieView Partners
Minnesota
$3.1M -$115K -6,060 -4%
AG
132
Advisor Group
Arizona
$3.09M +$2.25M +118,172 +267%
AMG
133
Asset Management Group
Connecticut
$3.01M +$37K +1,944 +1%
EWM
134
Elmwood Wealth Management
California
$2.95M +$66.7K +3,504 +2%
KF
135
Krilogy Financial
Missouri
$2.91M -$15.5K -816 -0.5%
JWA
136
JFS Wealth Advisors
Pennsylvania
$2.9M -$870K -45,696 -23%
LFGH
137
Lee Financial Group Hawaii
Hawaii
$2.88M -$77.6K -4,076 -3%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$2.87M +$310K +16,308 +12%
AA
139
Advisory Alpha
Michigan
$2.87M -$919K -51,460 -24%
FC
140
Financial Consulate
Maryland
$2.85M +$59.6K +3,128 +2%
CFA
141
Cahill Financial Advisors
Minnesota
$2.84M +$4.88K +256 +0.2%
WC
142
Westwind Capital
New Mexico
$2.82M -$50.1K -2,632 -2%
BW
143
Bison Wealth
Georgia
$2.74M +$478K +25,100 +21%
CWM
144
Chesapeake Wealth Management
Virginia
$2.73M -$63.2K -3,320 -2%
FWP
145
FAS Wealth Partners
Kansas
$2.69M +$47.2K +2,480 +2%
CMBA
146
C.M. Bidwell & Associates
Hawaii
$2.67M -$408K -21,440 -13%
GC
147
Grimes & Company
Massachusetts
$2.67M +$28.6K +1,504 +1%
PAG
148
Private Advisor Group
New Jersey
$2.59M +$571K +30,000 +28%
MWM
149
Meridian Wealth Management
Kentucky
$2.58M +$57.8K +3,036 +2%
PFA
150
Pinnacle Family Advisors
Missouri
$2.53M +$2.53M +132,816 New
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