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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 %
AIA
251
Armor Investment Advisors
North Carolina
$331K +$20.2K +1,200 +7%
S
252
SignatureFD
Georgia
$326K -$270 -16 -0.1%
FA
253
FDx Advisors
Illinois
$326K +$326K +19,336 New
AIM
254
Anchor Investment Management
South Carolina
$325K +$93.4K +5,544 +40%
JWM
255
Janiczek Wealth Management
Colorado
$322K +$12.5K +744 +4%
TRCT
256
Tower Research Capital (TRC)
New York
$321K -$1.64M -97,732 -84%
BW
257
Bison Wealth
Georgia
$320K +$72.5K +4,300 +29%
4IG
258
440 Investment Group
Kansas
$317K – – –
LFAS
259
Level Four Advisory Services
Texas
$311K +$311K +18,464 New
FAAS
260
First Allied Advisory Services
California
$303K -$16.6K -992 -5%
OFG
261
Oxford Financial Group
Indiana
$302K +$1.41K +84 +0.5%
CCA
262
Clearwater Capital Advisors
Illinois
$302K +$31.2K +1,832 +12%
EAM
263
Evanson Asset Management
California
$301K +$741 +44 +0.2%
BRWA
264
B. Riley Wealth Advisors
Florida
$297K +$17.1K +1,012 +6%
CCM
265
Coldstream Capital Management
Washington
$293K +$73.8K +4,376 +34%
FG
266
Fiduciary Group
Georgia
$286K +$42.3K +2,516 +17%
PV
267
Private Vista
Illinois
$280K – – –
TIM
268
Tortoise Investment Management
New York
$278K +$72K +4,280 +35%
CA
269
Continuum Advisory
Idaho
$275K +$36.2K +2,148 +15%
CAM
270
Carret Asset Management
New York
$271K +$271K +16,116 New
ZIC
271
ZWJ Investment Counsel
Georgia
$269K – – –
CIC
272
Carnegie Investment Counsel
Ohio
$261K -$20.4K -1,200 -7%
HCM
273
Hengehold Capital Management
Ohio
$260K +$5.06K +300 +2%
HFS
274
HL Financial Services
Kentucky
$258K +$1.69K +100 +0.7%
CCM
275
Carlson Capital Management
Minnesota
$254K +$2.56K +152 +1%
9 10
11
12 13