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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 %
CIR
276
Clear Investment Research
Georgia
$249K -$4.39K -260 -2%
SWP
277
Stratos Wealth Partners
Ohio
$249K +$2.09K +124 +0.8%
MML Investors Services
278
MML Investors Services
Massachusetts
$248K -$48.7K -2,892 -16%
Calamos Advisors
279
Calamos Advisors
Illinois
$247K +$4.85K +288 +2%
CAM
280
Cubic Asset Management
Massachusetts
$246K – – –
CA
281
Cetera Advisors
Colorado
$246K +$2.56K +152 +1%
W
282
Wealthfront
California
$244K +$244K +14,480 New
SAM
283
Sawgrass Asset Management
Florida
$243K +$243K +14,404 New
FTUS
284
Flow Traders U.S.
New York
$241K +$241K +14,328 New
BO
285
BRR OpCo
Ohio
$233K +$1.61K +96 +0.7%
JWM
286
Jacobus Wealth Management
Wisconsin
$230K +$21.2K +1,260 +10%
HWA
287
Heritage Way Advisors
Illinois
$228K +$228K +13,544 New
CG
288
Colony Group
Massachusetts
$219K -$4.92K -292 -2%
DIA
289
Davidson Investment Advisors
Montana
$217K +$217K +12,920 New
GWCM
290
Godshalk Welsh Capital Management
Pennsylvania
$213K – – –
FC
291
Forte Capital
New York
$208K +$208K +12,336 New
AIM
292
AMI Investment Management
Indiana
$206K +$206K +12,248 New
FWCM
293
Ferguson Wellman Capital Management
Oregon
$205K +$205K +12,168 New
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$204K +$9.3K +552 +5%
PCP
295
Proficio Capital Partners
Massachusetts
$202K – – –
ASN
296
Advisory Services Network
Georgia
$199K +$17.1K +1,016 +9%
PWM
297
Perigon Wealth Management
California
$193K +$18.7K +1,112 +11%
WCM
298
Wealthcare Capital Management
Virginia
$188K – – –
DSC
299
Duncker Streett & Co
Missouri
$179K +$71K +4,220 +66%
AssetMark Inc
300
AssetMark Inc
California
$166K – – –
10 11
12
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