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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
1
Charles Schwab Investment Advisory
California
$1.1B
2
FMP
2
Financial Management Professionals
Texas
$33.4M
3
Jane Street
3
Jane Street
New York
$27.2M
4
PCA
4
Personal Capital Advisors
California
$96.5M
5
LPL Financial
5
LPL Financial
California
$10.9M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$178M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$5.3M
4
SIA
4
Starfire Investment Advisers
Michigan
$0
5
QI
5
QS Investors
New York
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
276
TrustCore Financial Services
Tennessee
$481K +$481K +27,584 New
MWA
277
MFA Wealth Advisors
Pennsylvania
$476K +$476K +26,472 New
CAN
278
Cetera Advisor Networks
California
$467K +$9.31K +532 +2%
FNBT
279
FineMark National Bank & Trust
Florida
$465K +$8.02K +460 +2%
CCM
280
Coldstream Capital Management
Washington
$457K +$154K +8,836 +51%
SBA
281
Secrest Blakey & Associates
North Carolina
$451K +$451K +25,876 New
DWM
282
Dynasty Wealth Management
Florida
$442K +$442K +25,332 New
SWM
283
Stockman Wealth Management
Montana
$437K -$15K -860 -3%
STMM
284
South Texas Money Management
Texas
$437K +$3.77K +216 +0.9%
SIC
285
Sigma Investment Counselors
Michigan
$437K +$13.1K +752 +3%
SG
286
StoneX Group
New York
$435K +$435K +24,936 New
BRWA
287
B. Riley Wealth Advisors
Florida
$433K +$126K +7,196 +41%
PAM
288
Pegasus Asset Management
New York
$431K +$431K +24,692 New
SS
289
Simplicity Solutions
Minnesota
$428K +$975 +56 +0.2%
BAM
290
Barrett Asset Management
New York
$426K -$8.71K -500 -2%
AIS
291
Accurate Investment Solutions
Pennsylvania
$419K +$419K +24,060 New
FIAS
292
FinTrust Investment Advisory Services
South Carolina
$401K +$4.11K +236 +1%
MCM
293
Manchester Capital Management
Vermont
$395K – – –
LFAS
294
Level Four Advisory Services
Texas
$394K +$71.9K +4,120 +22%
LFG
295
Larson Financial Group
Missouri
$389K +$389K +22,284 New
WF
296
WealthTrust Fairport
Ohio
$385K +$16.1K +924 +4%
GC
297
Garde Capital
Washington
$381K -$2.02K -116 -0.5%
Bank of New York Mellon
298
Bank of New York Mellon
New York
$380K +$31.1K +1,784 +9%
PCM
299
Parsons Capital Management
Rhode Island
$372K +$8.72K +500 +2%
H
300
HoyleCohen
California
$369K +$369K +21,136 New
10 11
12
13 14