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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 %
PFC
251
Phocas Financial Corp
California
$221K – – –
CA
252
Cetera Advisors
Colorado
$221K +$221K +14,080 New
RWA
253
RGT Wealth Advisors
Texas
$210K +$566 +36 +0.3%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$209K +$15.2K +968 +8%
PWM
255
Perigon Wealth Management
California
$198K -$8.05K -512 -4%
PCP
256
Proficio Capital Partners
Massachusetts
$189K – – –
TIM
257
Tortoise Investment Management
New York
$188K – – –
AIM
258
Anchor Investment Management
South Carolina
$186K +$10K +636 +6%
WCM
259
Wealthcare Capital Management
Virginia
$176K – – –
JWM
260
Jacobus Wealth Management
Wisconsin
$176K +$14.9K +944 +9%
AssetMark Inc
261
AssetMark Inc
California
$155K – – –
ACM
262
Armbruster Capital Management
New York
$148K -$1.64K -104 -1%
EA
263
Edge Advisors
Georgia
$147K +$188 +12 +0.1%
APSP
264
Asset Planning Services (Pennsylvania)
Pennsylvania
$145K +$377 +24 +0.3%
ASN
265
Advisory Services Network
Georgia
$142K +$142K +9,004 New
EWM
266
Evercore Wealth Management
New York
$139K +$125K +7,976 +923%
LWM
267
LBA Wealth Management
Florida
$120K – – –
GBBWRPM
268
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$113K -$1.84K -116 -2%
WOC
269
West Oak Capital
California
$108K -$1.7K -108 -2%
CDIA
270
Capital Directions Investment Advisors
Georgia
$99K +$2.83K +180 +3%
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$97K +$35.5K +2,244 +58%
OAM
272
Oppenheimer Asset Management
New York
$87K +$87K +5,508 New
CPIG
273
Chicago Partners Investment Group
Illinois
$84K +$4.7K +300 +6%
CG
274
Cutler Group
California
$82K +$81.3K +5,200 +11,818%
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$79K -$2.53K -160 -3%
9 10
11
12 13