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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

435 hedge funds and large institutions have $2.7B invested in Schwab U.S Small- Cap ETF in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 217 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+75
Holders Change %
+20.83%
% of All Funds
9.88%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.18%
New
95
Increased
217
Reduced
76
Closed
16
Calls
$502K
Puts
$432K
Net Calls
+$70K
Net Calls Change
-$153K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.1B
2
FMP
Financial Management Professionals
Texas
$33.4M
3
Jane Street
Jane Street
New York
$27.2M
4
PCA
Personal Capital Advisors
California
$96.5M
5
LPL Financial
LPL Financial
California
$10.9M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$178M
2
ICOA
Investment Centers of America
North Dakota
$0
3
AWMG
Alliance Wealth Management Group
New Jersey
$5.3M
4
SIA
Starfire Investment Advisers
Michigan
$0
5
QI
QS Investors
New York
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
226
Vivaldi Capital Management
Illinois
$809K +$402K +23,072 +99%
CA
227
Cambridge Advisors
Nebraska
$799K +$7.25K +416 +0.9%
LNB
228
Ledyard National Bank
$792K +$792K +45,428 New
DWM
229
Destination Wealth Management
California
$777K +$79.4K +4,556 +11%
AIM
230
Anchor Investment Management
South Carolina
$777K +$440K +25,264 +131%
YWP
231
YorkBridge Wealth Partners
New York
$771K +$771K +45,484 New
APSI
232
Asset Planning Services Inc
Louisiana
$764K +$124K +7,100 +19%
B
233
Brightworth
Georgia
$754K +$91.1K +5,224 +14%
DSN
234
D. Scott Neal
Kentucky
$745K -$29.8K -1,708 -4%
NCM
235
Northwest Capital Management
Oregon
$743K +$743K +42,596 New
PWSG
236
Pacific Wealth Strategies Group
California
$732K +$732K +41,976 New
BW
237
Bison Wealth
Georgia
$710K +$379K +21,752 +115%
IFS
238
Ifrah Financial Services
Arkansas
$701K +$6.07K +348 +0.9%
GHA
239
GW Henssler & Associates
Georgia
$699K +$20.1K +1,152 +3%
APA
240
American Portfolios Advisors
New York
$698K +$698K +40,052 New
PSUF
241
People's United Financial
Connecticut
$698K -$25K -1,436 -3%
RCA
242
Rowland Carmichael Advisors
Arizona
$694K +$31.2K +1,792 +5%
RJA
243
Raymond James & Associates
Florida
$687K +$20.1K +1,152 +3%
AG
244
Advisor Group
Arizona
$677K +$97.1K +5,568 +17%
WA
245
WBH Advisory
Maryland
$676K +$36.8K +2,112 +6%
BWL
246
Bogart Wealth LLC
Virginia
$672K +$672K +38,528 New
DBRC
247
D.B. Root & Company
Pennsylvania
$667K +$667K +38,248 New
LCM
248
Liberty Capital Management
Michigan
$666K -$152K -8,424 -19%
MCM
249
Mitchell Capital Management
Kansas
$664K -$240K -13,732 -27%
B
250
Bailard
California
$660K +$349 +20 +0.1%
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