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Schwab U.S Small- Cap ETF
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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.06B 17,492,108 -1,730,419 -9%
SEI Investments
2
SEI Investments
Pennsylvania
$199M 3,272,509 +342,871 +12%
PCA
3
Personal Capital Advisors
California
$122M 2,005,140 -114,408 -5%
Charles Schwab
4
Charles Schwab
California
$53.6M 882,771 +170,480 +24%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$53.2M 793,982 -2,779 -0.3%
Financial Engines Advisors
6
Financial Engines Advisors
California
$45.2M 799,306 +597,144 +295%
UBS Group
7
UBS Group
Switzerland
$40.2M 662,693 +483,675 +270%
AB
8
AT Bancorp
Iowa
$34.2M 563,404 +8,450 +2%
TAT
9
TD Ameritrade Trust
Colorado
$30.4M 500,855 -8,061 -2%
Mariner
10
Mariner
Kansas
$28.3M 466,888 +384,876 +469%
Bank of America
11
Bank of America
North Carolina
$27.9M 459,322 +73,735 +19%
Ameriprise
12
Ameriprise
Minnesota
$27.1M 447,499 -346,811 -44%
QI
13
QS Investors
New York
$25.4M 418,154 -12,545 -3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$25.1M 415,319 +119,390 +40%
GAM
15
Gemmer Asset Management
California
$24.5M 402,935 +78,703 +24%
ACM
16
Alpha Capital Management
Texas
$22.8M 375,703 -35,770 -9%
UCFA
17
United Capital Financial Advisors
Texas
$21.3M 350,260 -378 -0.1%
AWS
18
AJ Wealth Strategies
New York
$19.6M 323,680 -30,641 -9%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$18.6M 306,070 +3,877 +1%
KFC
20
Klingenstein Fields & Co
New York
$18.5M 304,956 +48,983 +19%
WAM
21
Wealthspire Advisors (Maryland)
Maryland
$17.6M 289,419 -56,353 -16%
HighTower Advisors
22
HighTower Advisors
Illinois
$17.4M 286,086 +110,092 +63%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$16.5M 272,518 -26,968 -9%
TCM
24
Tradewinds Capital Management
Washington
$16.3M 269,059 -5,337 -2%
LPL Financial
25
LPL Financial
California
$15.3M 251,421 +45,650 +22%
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