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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

332 hedge funds and large institutions have $1.92B invested in Schwab U.S Small- Cap ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 169 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
8.29%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.87%
New
46
Increased
169
Reduced
84
Closed
19
Calls
$895K
Puts
$250K
Net Calls
+$645K
Net Calls Change
+$41K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$792M
2
PCA
Personal Capital Advisors
California
$65.6M
3
ACM
Alpha Capital Management
Texas
$25.2M
4
SEI Investments
SEI Investments
Pennsylvania
$118M
5
Financial Engines Advisors
Financial Engines Advisors
California
$16.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.67M
2
UBS Group
UBS Group
Switzerland
$9.59M
3
RBA
Richard Bernstein Advisors
New York
$0
4
TAT
TD Ameritrade Trust
Colorado
$8.88M
5
Jane Street
Jane Street
New York
$9.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
276
Edge Advisors
Georgia
$150K +$128 +8 +0.1%
ACM
277
Armbruster Capital Management
New York
$150K +$319 +20 +0.2%
APSP
278
Asset Planning Services (Pennsylvania)
Pennsylvania
$148K +$512 +32 +0.3%
NSB
279
Norway Savings Bank
Maine
$148K +$148K +9,236 New
EWM
280
Evercore Wealth Management
New York
$141K – – –
SQA
281
Simon Quick Advisors
New Jersey
$131K +$100K +6,236 +323%
WOC
282
West Oak Capital
California
$130K +$20.1K +1,256 +18%
BWA
283
BDO Wealth Advisors
Florida
$121K +$121K +7,600 New
CDIA
284
Capital Directions Investment Advisors
Georgia
$106K +$5.13K +320 +5%
GBBWRPM
285
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$104K -$9.22K -580 -8%
DSC
286
Duncker Streett & Co
Missouri
$102K +$102K +6,412 New
OAM
287
Oppenheimer Asset Management
New York
$89K +$959 +60 +1%
TWA
288
TCI Wealth Advisors
Arizona
$88K +$20.2K +1,268 +30%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$80K – – –
WCG
290
Wall Capital Group
Arizona
$78K – – –
SSB
291
Sandy Spring Bank
Maryland
$75K -$4.68K -292 -6%
PAI
292
Pittenger & Anderson Inc
Nebraska
$68K – – –
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$65K -$33.8K -2,096 -34%
WEC
294
Winslow Evans & Crocker
Massachusetts
$61.7K -$2.24K -140 -4%
RFA
295
Reilly Financial Advisors
California
$58K – – –
GI
296
GS Investments
Minnesota
$51.3K +$51.3K +3,208 New
EFSCE
297
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$51K +3,200 New
AF
298
Allworth Financial
California
$45K -$25.9K -1,628 -37%
PFBT
299
Parkside Financial Bank & Trust
Missouri
$34K – – –
PO
300
Private Ocean
California
$34K +$128 +8 +0.4%
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