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

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$1.06B
2
PFG
Piershale Financial Group
Illinois
$14.8M
3
Ameriprise
Ameriprise
Minnesota
$27.1M
4
HGWM
Harvest Group Wealth Management
Massachusetts
$0
5
FMP
Financial Management Professionals
Texas
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Sutton Wealth Advisors
Florida
$3.26M -$650K -42,864 -17%
OIA
127
OneDigital Investment Advisors
Kansas
$3.15M -$381K -25,104 -11%
WC
128
Whitnell & Co
Illinois
$3.14M +$76.3K +5,032 +2%
Jane Street
129
Jane Street
New York
$3.13M -$10.8M -710,228 -77%
CFIA
130
Cantor Fitzgerald Investment Advisors
New York
$3.11M +$2.28M +149,968 +272%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$3.09M +$12.4K +820 +0.4%
NF
132
Nikulski Financial
Iowa
$3.03M -$157K -10,364 -5%
VV
133
Valentine Ventures
Oregon
$2.94M +$2.94M +193,824 New
WP
134
WealthSource Partners
California
$2.87M +$121K +7,960 +4%
AP
135
Appleton Partners
Massachusetts
$2.84M +$88.1K +5,808 +3%
SFS
136
Sowell Financial Services
Arkansas
$2.84M +$2.84M +187,300 New
PCMC
137
Private Capital Management (Colorado)
Colorado
$2.83M +$2.83M +186,364 New
SWM
138
SeaCrest Wealth Management
New York
$2.79M -$110K -7,284 -4%
BBPWM
139
Blue Bell Private Wealth Management
Pennsylvania
$2.75M -$62.4K -4,112 -2%
EK
140
Evensky & Katz
Florida
$2.61M -$48.1K -3,172 -2%
GAM
141
Garrison Asset Management
Arkansas
$2.61M -$26.7K -1,760 -1%
SBH
142
Segall Bryant & Hamill
Illinois
$2.58M -$27.4K -1,804 -1%
PWP
143
Principle Wealth Partners
Connecticut
$2.55M +$2.55M +167,800 New
EFS
144
Econ Financial Services
Pennsylvania
$2.52M +$2.52M +165,912 New
FLPIM
145
F.L. Putnam Investment Management
Massachusetts
$2.51M +$650K +42,824 +35%
PP
146
PrairieView Partners
Minnesota
$2.51M +$45.9K +3,028 +2%
HWMG
147
Hurlow Wealth Management Group
Indiana
$2.49M +$2.49M +149,096 New
AMG
148
Asset Management Group
Connecticut
$2.44M +$40.7K +2,680 +2%
MA
149
MCF Advisors
Kentucky
$2.42M +$1.35M +89,248 +127%
HWA
150
HHM Wealth Advisors
Tennessee
$2.41M +$2.41M +158,756 New
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