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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 %
NWS
176
Newport Wealth Strategies
California
$1.91M -$173K -10,816 -8%
GCA
177
Gradient Capital Advisors
California
$1.9M +$1.41M +92,640 +284%
PAG
178
Private Advisor Group
New Jersey
$1.88M -$190K -12,544 -9%
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$1.87M -$845K -55,736 -31%
BCP
180
Blackhawk Capital Partners
Wisconsin
$1.85M +$1.85M +121,700 New
CB
181
Community Bank
New York
$1.82M -$27.9K -1,840 -2%
MWM
182
Meridian Wealth Management
Kentucky
$1.82M -$236K -15,560 -11%
SAM
183
Smithbridge Asset Management
Pennsylvania
$1.81M -$54.4K -3,588 -3%
AA
184
Alesco Advisors
New York
$1.8M +$628K +41,408 +54%
GC
185
Garde Capital
Washington
$1.79M +$1.17M +76,888 +188%
JFGLC
186
Johnson Financial Group LLC (Colorado)
Colorado
$1.75M +$1.75M +115,680 New
TRCT
187
Tower Research Capital (TRC)
New York
$1.75M -$75K -4,948 -4%
CCA
188
Clearwater Capital Advisors
Illinois
$1.73M +$866K +57,060 +100%
CHA
189
Carmichael Hill & Associates
Maryland
$1.73M +$15.6K +1,028 +0.9%
BC
190
Barnett & Company
Tennessee
$1.71M -$3.16K -208 -0.2%
PFT
191
Providence First Trust
Arizona
$1.71M -$29.8K -1,964 -2%
AIS
192
American Investment Services
Massachusetts
$1.7M +$1.7M +112,240 New
BW
193
Bison Wealth
Georgia
$1.69M -$490K -32,336 -22%
PWA
194
Providence Wealth Advisors
Illinois
$1.66M -$119K -7,912 -7%
BPA
195
Beacon Pointe Advisors
California
$1.63M +$1.63M +107,352 New
HIC
196
Hartline Investment Corp
Illinois
$1.61M -$84.1K -5,544 -5%
PFA
197
Pinnacle Family Advisors
Missouri
$1.61M -$404K -26,616 -20%
SBL
198
Sargent Bickham Lagudis
Colorado
$1.58M -$6.77M -446,316 -81%
RCA
199
Reitz Capital Advisors
Michigan
$1.55M +$1.55M +102,020 New
KWM
200
Kingsview Wealth Management
Oregon
$1.54M -$30.6K -2,020 -2%
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