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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

311 hedge funds and large institutions have $1.88B invested in Schwab U.S Small- Cap ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 159 increasing their positions, 85 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+21
Holders Change %
+7.24%
% of All Funds
7.75%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
1.05%
New
38
Increased
159
Reduced
85
Closed
14
Calls
$1.02M
Puts
$416K
Net Calls
+$604K
Net Calls Change
+$1.1M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$112M
2
SEI Investments
SEI Investments
Pennsylvania
+$99.4M
3
Bank of America
Bank of America
North Carolina
+$22.7M
4
BWM
BerganKDV Wealth Management
Minnesota
+$10.3M
5
SHJ
Sharkey, Howes & Javer
Colorado
+$7.52M

Top Sellers

1
EK
Evensky & Katz
Florida
-$20M
2
BO
BRR OpCo
Ohio
-$11.3M
3
AG
Advisor Group
Arizona
-$4.12M
4
PCM
Pointe Capital Management
Michigan
-$3.52M
5
HSA
HBK Sorce Advisory
Pennsylvania
-$2.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFC
226
Klingenstein Fields & Co
New York
$336K +$20.2K +1,284 +6%
S
227
SignatureFD
Georgia
$320K +$320K +20,332 New
WF
228
WealthTrust Fairport
Ohio
$314K -$3.78K -240 -1%
GC
229
Garde Capital
Washington
$306K +$36.4K +2,312 +13%
TH
230
Timber Hill
Connecticut
$302K -$128K -8,160 -30%
4IG
231
440 Investment Group
Kansas
$296K +$296K +18,800 New
AFP
232
Ausdal Financial Partners
Iowa
$289K +$289K +18,336 New
BSW
233
Buckingham Strategic Wealth
Missouri
$289K +$289K +18,344 New
AIA
234
Armor Investment Advisors
North Carolina
$288K +$63 +4 +0%
FCAG
235
First Capital Advisors Group
New Jersey
$281K +$281K +17,864 New
EAM
236
Evanson Asset Management
California
$280K +$757 +48 +0.3%
OFG
237
Oxford Financial Group
Indiana
$280K +$280K +17,772 New
AL
238
Aspiriant LLC
California
$276K +$276K +17,516 New
LCC
239
Lincoln Capital Corp
Rhode Island
$272K +$1.7K +108 +0.6%
HFS
240
HL Financial Services
Kentucky
$269K -$68.5K -4,356 -20%
CIC
241
Carnegie Investment Counsel
Ohio
$262K -$16K -1,008 -6%
PV
242
Private Vista
Illinois
$261K +$261K +16,616 New
CWM
243
Concert Wealth Management
California
$259K +$50.6K +3,304 +24%
BRWA
244
B. Riley Wealth Advisors
Florida
$252K -$286K -18,144 -53%
PIM
245
Penobscot Investment Management
Massachusetts
$249K -$5.03K -320 -2%
HCM
246
Hengehold Capital Management
Ohio
$238K -$8.58K -544 -3%
BFA
247
Beaumont Financial Advisors
Massachusetts
$238K +$2.01K +128 +0.9%
CAM
248
Cubic Asset Management
Massachusetts
$230K – – –
SS
249
Simplicity Solutions
Minnesota
$226K -$358K -22,688 -61%
PFA
250
Pure Financial Advisors
California
$223K -$5.98K -380 -3%
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