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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
$662M
2
SEI Investments
SEI Investments
Pennsylvania
$99.4M
3
Bank of America
Bank of America
North Carolina
$128M
4
BWM
BerganKDV Wealth Management
Minnesota
$11.7M
5
SHJ
Sharkey, Howes & Javer
Colorado
$27.1M

Top Sellers

1
EK
Evensky & Katz
Florida
$2.05M
2
BO
BRR OpCo
Ohio
$364K
3
AG
Advisor Group
Arizona
$2.85M
4
PCM
Pointe Capital Management
Michigan
$0
5
HSA
HBK Sorce Advisory
Pennsylvania
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
276
Sandy Spring Bank
Maryland
$78K +$71.9K +4,584 +1,169%
WCG
277
Wall Capital Group
Arizona
$76K +$76K +4,856 New
AF
278
Allworth Financial
California
$70K +$43.3K +2,756 +162%
TWA
279
TCI Wealth Advisors
Arizona
$67K – – –
PAI
280
Pittenger & Anderson Inc
Nebraska
$67K +$21.3K +1,360 +47%
PFO
281
Pathstone Family Office
New Jersey
$64K +$64K +4,084 New
WEC
282
Winslow Evans & Crocker
Massachusetts
$63K -$13.2K -840 -17%
RFA
283
Reilly Financial Advisors
California
$57K +$42K +2,680 +279%
RCG
284
Ruggie Capital Group
Florida
$35K +$11.3K +716 +48%
KPCM
285
Kings Point Capital Management
New York
$35K +$35K +2,200 New
PO
286
Private Ocean
California
$33K -$284K -18,188 -90%
PFBT
287
Parkside Financial Bank & Trust
Missouri
$33K +$10.3K +660 +45%
BCM
288
Blume Capital Management
California
$32K -$8.3K -520 -21%
SQA
289
Simon Quick Advisors
New Jersey
$30K +$30K +1,932 New
AP
290
Atwood & Palmer
Missouri
$29K – – –
PG
291
Patten Group
Tennessee
$22K – – –
IWM
292
IHT Wealth Management
Illinois
$21K +$20.8K +1,492 +9,325%
KTC
293
Kistler-Tiffany Companies
Pennsylvania
$20K – – –
WTC
294
WhitTier Trust Company
Nevada
$19K – – –
ECM
295
Exchange Capital Management
Michigan
$16K +$16K +1,004 New
PMFA
296
Plante Moran Financial Advisors
Michigan
$14K – – –
WA
297
Winfield Associates
Ohio
$13K – – –
MWM
298
MinichMacGregor Wealth Management
New York
$12K -$39.4K -2,664 -77%
TSW
299
Thompson Siegel & Walmsley
Virginia
$12K – – –
TCM
300
TD Capital Management
Tennessee
$11K – – –
9 10 11
12
13