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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

360 hedge funds and large institutions have $2.25B invested in Schwab U.S Small- Cap ETF in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
8.99%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
1.02%
New
40
Increased
184
Reduced
98
Closed
11
Calls
$870K
Puts
$647K
Net Calls
+$223K
Net Calls Change
-$422K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$948M
2
SEI Investments
2
SEI Investments
Pennsylvania
$187M
3
TAT
3
TD Ameritrade Trust
Colorado
$29.6M
4
QAM
4
QCI Asset Management
New York
$17.8M
5
PCA
5
Personal Capital Advisors
California
$80.2M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$78K
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Jane Street
3
Jane Street
New York
$2.46M
4
AA
4
Apriem Advisors
California
$369K
5
Creative Planning
5
Creative Planning
Kansas
$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
226
Vista Capital Partners
Oregon
$451K -$135 -8 -0%
SG
227
Somerset Group
Minnesota
$449K +$6.74K +400 +2%
AFP
228
Ausdal Financial Partners
Iowa
$448K +$84.5K +5,016 +23%
FNBT
229
FineMark National Bank & Trust
Florida
$442K -$18.8K -1,116 -4%
CAN
230
Cetera Advisor Networks
California
$440K +$24.3K +1,444 +6%
SWM
231
Stockman Wealth Management
Montana
$436K +$436K +25,912 New
BAM
232
Barrett Asset Management
New York
$420K +$43.8K +2,600 +12%
STMM
233
South Texas Money Management
Texas
$419K +$3.91K +232 +0.9%
Stifel Financial
234
Stifel Financial
Missouri
$416K +$416K +24,808 New
SS
235
Simplicity Solutions
Minnesota
$413K +$172K +10,236 +72%
SIC
236
Sigma Investment Counselors
Michigan
$410K +$22.9K +1,356 +6%
Northern Trust
237
Northern Trust
Illinois
$403K +$43.9K +2,612 +12%
VCM
238
Vivaldi Capital Management
Illinois
$393K +$393K +23,348 New
FIAS
239
FinTrust Investment Advisory Services
South Carolina
$384K +$384K +22,780 New
MCM
240
Manchester Capital Management
Vermont
$381K – – –
RPA
241
Rock Point Advisors
Vermont
$377K +$2.02K +120 +0.5%
GC
242
Garde Capital
Washington
$370K +$27.1K +1,608 +8%
AA
243
Apriem Advisors
California
$369K -$7.25M -430,484 -95%
WF
244
WealthTrust Fairport
Ohio
$356K +$19.5K +1,160 +6%
PIM
245
Penobscot Investment Management
Massachusetts
$352K +$30.2K +1,792 +9%
PCM
246
Parsons Capital Management
Rhode Island
$351K +$6.33K +376 +2%
TIA
247
Tiemann Investment Advisors
California
$347K – – –
PFA
248
Pure Financial Advisors
California
$345K +$59.2K +3,512 +21%
Bank of New York Mellon
249
Bank of New York Mellon
New York
$337K -$55.3K -3,284 -14%
HB
250
Homrich & Berg
Georgia
$334K -$18.8K -1,116 -5%
8 9
10
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