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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 %
APP
201
Avantax Planning Partners
Iowa
$1.52M +$1.43M +93,968 +1,464%
CWS
202
Cypress Wealth Services
California
$1.51M +$472K +31,140 +45%
SAM
203
Summit Asset Management
Tennessee
$1.49M -$220K -14,488 -13%
IDA
204
Intelligence Driven Advisers
California
$1.47M +$1.47M +96,812 New
SFG
205
SNS Financial Group
Minnesota
$1.47M +$723K +47,696 +98%
JPMorgan Chase & Co
206
JPMorgan Chase & Co
New York
$1.42M +$396K +26,084 +39%
RJA
207
Raymond James & Associates
Florida
$1.41M +$787K +51,924 +127%
LNC
208
Lincoln National Corp
Pennsylvania
$1.39M +$1.39M +91,772 New
CWM
209
Cabot Wealth Management
Massachusetts
$1.39M -$257K -16,968 -16%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$1.39M -$245K -16,124 -15%
TYCC
211
Texas Yale Capital Corp
Florida
$1.38M -$105K -6,912 -7%
CSPIA
212
Cary Street Partners Investment Advisory
Virginia
$1.37M +$1.37M +87,536 New
PA
213
Pinnacle Associates
New York
$1.33M -$5.4K -356 -0.4%
DBRC
214
D.B. Root & Company
Pennsylvania
$1.33M +$184K +12,144 +16%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$1.32M +$184K +12,212 +16%
BlackRock
216
BlackRock
New York
$1.31M -$164K -10,816 -11%
MCM
217
Mainstay Capital Management
Michigan
$1.31M +$115K +7,584 +10%
SFWC
218
Strategic Family Wealth Counselors
New Jersey
$1.3M +$1.3M +85,740 New
SDWMA
219
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.29M +$925K +60,968 +252%
MWM
220
Mission Wealth Management
California
$1.28M +$637K +41,980 +99%
LCC
221
Lincoln Capital Corp
Rhode Island
$1.28M +$1.28M +84,536 New
FPCG
222
Fort Pitt Capital Group
Pennsylvania
$1.28M +$1.28M +84,320 New
WAM
223
Watermark Asset Management
California
$1.27M +$5.1K +336 +0.4%
MIAN
224
Mariner Independent Advisor Network
Kansas
$1.25M +$294K +18,344 +31%
FAIM
225
Financial Advocates Investment Management
Washington
$1.24M -$282K -18,572 -19%
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