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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 %
WPA
251
West Paces Advisors
Georgia
$641K +$23.2K +1,332 +4%
GCA
252
Gradient Capital Advisors
California
$619K +$619K +35,516 New
LYV
253
Live Your Vision
Pennsylvania
$618K +$652 +36 +0.1%
AIM
254
Aspen Investment Management
Michigan
$600K -$6.14K -352 -1%
MWP
255
MYCIO Wealth Partners
Pennsylvania
$600K +$55.8K +3,196 +10%
BCM
256
Boltwood Capital Management
California
$593K +$10.5K +600 +2%
FAAS
257
First Allied Advisory Services
California
$592K +$277K +15,872 +88%
BTS
258
BB&T Securities
Virginia
$584K -$36.1K -2,072 -6%
DAM
259
Delta Asset Management
Tennessee
$561K +$561K +32,164 New
Northern Trust
260
Northern Trust
Illinois
$557K +$139K +8,000 +33%
BMM
261
Buffington Mohr McNeal
Idaho
$551K -$4.53K -260 -0.8%
AFP
262
Ausdal Financial Partners
Iowa
$550K +$86.1K +4,936 +19%
CIAS
263
Capital Investment Advisory Services
North Carolina
$544K -$156K -8,968 -22%
RC
264
Roundview Capital
New Jersey
$543K +$1.4K +80 +0.3%
TCM
265
Twele Capital Management
Minnesota
$541K +$5.72K +328 +1%
AIM
266
Avity Investment Management
Connecticut
$530K +$8.72K +500 +2%
SG
267
Somerset Group
Minnesota
$530K +$65.4K +3,748 +14%
ASN
268
Advisory Services Network
Georgia
$524K +$318K +18,256 +155%
BPM
269
Bowling Portfolio Management
Ohio
$519K +$14.6K +836 +3%
WIA
270
Wealthstreet Investment Advisors
Texas
$518K +$518K +29,700 New
JG
271
Jefferies Group
New York
$516K +$516K +29,600 New
VCP
272
Vista Capital Partners
Oregon
$504K +$37.3K +2,136 +8%
MGIA
273
Moneta Group Investment Advisors
Missouri
$492K +$139 +8 +0%
BL
274
BCWM LLC
Kansas
$490K -$34.6K -1,988 -7%
FAIM
275
Financial Advocates Investment Management
Washington
$486K +$486K +27,852 New
9 10
11
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